דרושים Tax Liaison Sr - Fiduciary Estate ב-Pnc ב-United States, Birmingham

Responsibilities will include but are not limited to:
- Advising business partners on compliance requirements
- Assessing the effectiveness of procedures/controls from a compliance perspective
- Providing compliance support relating to the implementation of new/enhanced products/services- Reporting Compliance Program results/risks, and effectively communicating compliance requirements to diverse audiences.Job Description

• Plans the execution of compliance programs to prevent illegal, unethical, or improper business practices. Develops ability to constructively challenge conclusions/status quo.
• Supports key business initiatives by analyzing data to identify compliance risks. Assists in providing resolutions to manage and mitigate the identified risks. If necessary, escalates identified risks to senior team members. Identifies compliance impact on matters such as marketing materials, sales programs, product development, documentation review and other business initiatives.
• Assesses activity for existing and emerging risks. Evaluates the materiality of the risks identified. Researches current laws, rules, and other regulatory requirements and drafts or assesses Compliance Manuals, Front Office materials, policies and procedures to ensure alignment.
• Manages the compliance monitoring program and reviews activity to ensure it falls within established risk control limits. Leads the execution of the Compliance program objectives for assigned area, products/services, and applicable regulations. Communicates and socializes compliance program objectives to business partners. Independently challenges analyses and formulates recommendations.
• Edits compliance reports. Analyzes the reports to identify deeper issues, escalates through proper governance channels as needed, and recommends corrective action plans. Assists in updating or implementing new/enhanced reports in order to ensure timely and effective compliance with regulatory requirements.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Compliance Reporting, Customer Risk, Decision Making, Regulatory Requirements, Risk Assessments, Risk Control, Strategic ObjectivesAccuracy and Attention to Detail, Anti-money Laundering/Sanctions Policies and Procedures, Audit And Compliance Function, Auditing, Fraud Management, Internal Controls, Problem SolvingRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

This position is primarily based in a location within PNC's footprint. Responsibilities require time in the office or in a field on a regular basis. Some responsibilities can be performed remotely. Additional locations may be considered.
• MongoDB version 6.0+
• Expert Experience utilizing MongoDB Ops Manager
• Experience building and supporting a MongoDB Ops Manager environment
• Advanced MMS configuration experience, configuring and monitoring replica sets, optimizing database/query performance
• Expert Experience configuring sharding, monitoring, and identify the proper/optimal shard key
• Experience Performing Security measures, backups and restore backups
• User Management – creating users, assigning roles, managing permissions, etc.
• Experience implementing and supporting LDAP authorization and authentication with MongoDB
• Experience supporting MongoDB databases scaled across data centers.
• Experience supporting MongoDB Shards.
• Experience with Pearl, Bash and/or Java scripting
• Experience with backup and restore of MongoDB databases using LVM snapshots and Ops Manager backups
• In-depth understanding of MongoDB HA strategies, including replica sets.
• Experience in writing MongoDB Schema using Mongos.
• Experience with setting and tuning MongoDB system parameters***PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.***Job Description

• Provides expertise on platform engineering, while overseeing the team's effort and meeting customer needs. Uses technical knowledge and industry experience to design, build and maintain technology solutions.
• Develops software components and hardware for complex projects; aligns these with business strategies and objectives.
• Provides expertise on best practices, standards, engineering approaches and complex technical resolutions for processes.
• Places emphasis on quality improvement efforts; ensures that deliverables are secure, scalable and reliable through estimation and correction.
• Communicates with customers and integrates their needs with development, to meet business objectives.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Competitive Advantages, Customer Solutions, Design, Enterprise Architecture Framework, Machine Learning, Risk Assessments, Technical KnowledgeApplication Delivery Process, Consulting, Effectiveness Measurement, Industry Knowledge, IT Industry: Trends & Directions, IT Standards, Procedures & Policies, Planning: Tactical, Strategic, Problem SolvingRoles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

**PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position**As a Portfolio Analyst & Strategy Specialist (Fraud Incident Management Specialist), you will be a part of the Enterprise Fraud Organization. The Fraud Incident Specialist will be responsible for leading a team that analyzes fraud incidents, supporting the containment and prevention of fraud incidents, communicate and document actions taken, and analysis completed. The ideal candidate will have the following qualifications: (1) Strong leadership skills (2) Fraud experience, (3) Ability to establish and implement process improvement ideas, (4) Able to identify risks and gaps in processes, (5) Report development and documentation experience, (6) Ability to work in fast-paced environment.Job Description:
• Collaborate with a team of incident managers and data analytics specialists
• Work with monitoring team to identify fraud events
• Analyze & assessing fraud incident impact and anatomy of fraud attacks
• Support the development and implementation of solutions to contain and prevent fraud incidents with security and technology partners
• Coordinate response & other communications to key partners regarding action items for containment and prevention
• Work with security, technology, and product partners to develop solutions that prevent and contain fraud incidents
• Document the facts, figures, actions taken, and analysis completed to contain and prevent fraud incidents
• Complete ongoing monitoring to ensure the fraud incident was properly prevented
Job Description

• Provides financial and regulatory reporting and analyses to maintain adequate controls over the financial and regulatory reporting processes. Responsible for running complex business performance, risk and operational analytics. May include the development of analytical methods/models to assess market, credit and/or operational risk of new and existing financial products.
• Leverages business / product expertise to rigorously analyze large datasets, improve risk adjusted returns, deliver profitable growth, and communicate conclusions. Synthesizes analytical results and develops, recommends, and implements business strategies that improve lending decisions, assist in managing risk, increase revenues, reduce exposure to losses, meet business goals, and improve performance. Establishes baselines for strategies and tracks actual performance to expectations.
• Applies predictive models, third party data, and other tools to develop and execute appropriate segmentation and targeting for acquisition and portfolio strategies to provide insight into portfolio risk. Manages engagements with internal and external information suppliers ensuring solution is fit for purpose while maintaining appropriate governance and oversight.
• Works with business, credit, data, and model development partners to design, develop, and monitor test designs and analytical reporting to track and enhance strategies. Designs / enhances standard reporting suites for regular product / portfolio reviews.
• Collaborates with the line of business, Finance, and Risk partners to assess and establish credit risk appetite and to understand its implications, as well as to establish policies and procedures governing the identification, monitoring, and management of risk appetite.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Analytical Thinking, Credit Risks, Data Analytics, Financial Analysis, Model Development, Operational Risks, Quantitative Models, Risk AppetiteRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. In this role you will be required to work in the downtown Pittsburgh office once a quarter, with multiple days needed during the month of April.This role requires that you hold and maintain either a CPA, or Enrolled Agent designation, or a JD degree. If you currently do not hold one of these credentials, you would need to successfully obtain one of these credentials within one year of your start date.As a Senior Tax Liaison, you will work within the Fiduciary liaison team (trust tax) and the Estate Liaison team (estate settlement). You will work and communicate with an assigned group of tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the Liaison between the two. Your responsibilities will include managing email flow, as well as handling new account openings as well as account closings. You will ensure that new account are funded correctly, reviewing trust documents and prior years returns.The following qualifications are needed for this role:- Trust and Estate Tax experience
- Generation Skipping Tax review experience
- ability to analyze trust agreements for correct state filings and tax recordingJob Description

• Coordinates with outside vendor who prepares tax returns in order to meet fiduciary compliance needs. Provides information required by outside vendor to prepare returns; consults with vendor regarding moderate to complex tax issues; and advises vendor of PNC’s position regarding tax preparation and filing matters. Acts as liaison between outside vendor and internal front office personnel. Reviews returns prepared by outside vendor prior to filing or as part of quality check of filed returns upon request.
• Reviews new accounts and codes for correct tax preparation. Works with outside vendor to ensure new accounts are properly coded and set up in tax preparation system. Reviews trust instruments, wills and other documents to ensure accounts are being reported and taxed properly. Reviews assigned accounts for generation-skipping transfer tax issues and assists less experienced Tax Liaisons with these reviews.
• Assists outside vendor with tax notices and taxing authority audits and inquiries related to client accounts and works with vendor and in-house and external counsel in resolving issues.
• Reviews client account activity, receipts, disbursements, death notices, corporate reorganizations and exchanges, and other corporate actions in client accounts to ensure correct tax reporting by outside vendor. Participates in in-house and external training to enhance technical knowledge and to maintain professional credentials and certifications.
• Serves as a resource to less experienced tax accountants on matters of routine and non-routine nature, including but not limited to account set up, generation-skipping transfer tax reviews, and account closings. As requested, may perform secondary review of outside prepared returns of moderate to high complexity level.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Data Analytics, Expense Controls, Financial Analysis, Generally Accepted Accounting Principles (GAAP), Tax Audits, Tax Regulations, Tax ResearchAccuracy and Attention to Detail, Audit And Compliance Function, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Knowledge of a Specific Financial or Accounting System, Problem Solving, Tax ManagementRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.Certified Public Accountant - AICPA, Enrolled Agent - Internal Revenue ServiceNo Required License(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

Bilingual Spanish Preferred.Job Description

• Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.
• Sells the bank's products and services to existing and prospective clients outside of branch in non-PNC locations, demonstrating how PNC can help them achieve their financial goals. Identifies and independently acts upon sales opportunities to achieve assigned sales goals. Responsible for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals.
• Grows customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners. Demonstrates value for customers to achieve greater financial well-being by driving deep needs-based conversations.
• Creates an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty and increased share of wallet. Stengthens client relationships through planning continued on-site events.
• Understands PNC capabilities, educates and coaches customers on technology options.
• Selling at non-PNC locations requires: Access to a reliable vehicle transportation for travel to multiple work locations on a daily basis; and the ability to lift and carry up to 25 pounds (inclusive of, but not limited to, marketing materials, collateral and/or other promotional items as required).

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

Additional locations may be considered. This position is primarily based in a location within PNC's footprint. Responsibilities require time in the office or in a field on a regular basis. Some responsibilities can be performed remotely.
This position can be based in Dallas TX, Phoenix AZ, Birmingham AL, Strongsville OH or Pittsburgh, PA.Job Description:
• Provide direct analysis and recommendations associated with the implementation or migration of specific applications to cloud services
• Implementing and maintaining cloud management solutions including initial and ongoing configuration of related automation, notifications, and reporting capabilities
• Work with a variety of legacy applications and platforms and work with application teams to implement or migrate associated components to cloud services
• Identify and troubleshoot cloud service events and issues as well as work with cloud service providers to efficiently solve issues or implement workaroundsMust Have:
• Deep experience with Azure cloud environment, Infrastructure as a service (IaaS), Platform as a Service (PaaS) and other native capabilities
• Hands-on experience architecting, designing, implementing, and supporting targeted cloud-based applications and solutions
• Hands-on experience in all aspects of targeted cloud computing (compute, CI/CD, containers, storage, platforms, data, networking and security)
• Knowledge of networking and web standards such as DNS, DHCP, TCP/IP, HTTP, web security, switches, routers, load balancers, firewalls is desired
• Deep understanding of Cloud Provider network components
• High level understanding on Terraform
• CI/CD Tools - any industry standard tools are acceptable - Jenkins preferred
• Experience with configuration management – Ansible preferred
• Programming experience - Python and Go preferred
Job Description

• Defines design patterns for a company's common technology architecture structure.
• Develops and monitors the organization's technology architecture and plays a leading role in the vision and development of the company's future technology.
• Ensures infrastructure designs and upgrades are made in accordance with established standards, patterns, policies, procedures and software licensing agreements.
• Identifies and establishes best practices for technology architecture, while providing expert advice on core infrastructure initiatives.
• Interprets technology requirements; designs technology architecture and drives the adoption.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Competitive Advantages, Customer Solutions, Design, Enterprise Architecture Framework, Machine Learning, Risk Assessments, Technical KnowledgeAccuracy and Attention to Detail, Application Design, Architecture, Architecture Modeling, Hardware Infrastructure, ITIL (Information Technology Infrastructure Library), Planning: Tactical, Strategic, Platform Architecture, Problem Solving, Systems Software Infrastructure, The Open Group Architecture Framework (TOGAF)Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

***PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.***
- Ability to analyze KRI data trends using Excel, Tableau, Power BI, or other and extract insights from available data.
- Familiarity with banking and financial regulations related to technology risk.
- PowerPoint skills a plus.Additional Skills- Ability to manage multiple project workstreams at a given time.
- Excellent communication skills (written and verbal).
- Attention to detail.Job Description

• Executes the Line of Business Risk Management program, identifying opportunities for enhancement where applicable. Enables line of business adherence with risk management programs.
• Participates in the design and development of the risk management program to meet business and regulatory expectations. Leads in the design and development of specific risk management program components.
• Executes the risk management programs within or across the lines of business (e.g. - business self-assessment and quality reviews). May lead cross functional teams.
• Provides risk expertise while working with the businesses and other risk partners (e.g., Compliance, Credit, Legal, Audit).
• Leads or influences risk initiatives and business as usual activities. Identifies risk, assesses impact and makes recommendations on resolution. Reports and escalates risk and program compliance as appropriate.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Change Management, Conflict Management, Crisis Management, Emerging Risks, Influencing Change, Operations Management, Risk Management Programs, Strategic PlanningRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the