Tax Analyst Sr (Commercial Equipment Finance)

Tax Analyst Sr

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Tax Analyst Sr, within PNCEF's Tax organization, you will be based in Cincinnati, OH. The ideal candidate will have knowledge of property and/or sales tax. Core hours for this role are Monday Friday, 8:00 am EST 4:30 pm EST. The Tax Analyst Sr is responsible for providing operational support for equipment finance property tax and lease administration activities, ensuring the accurate processing of tax-related transactions, customer refunds, and critical mail operations. This role serves as a key liaison between internal business partners, tax authorities, and cash management teams, while maintaining compliance with property tax regulations and company policies. The position requires strong attention to detail, analytical skills, and the ability to manage multiple processes in a fast-paced environment.

Key responsibilities include opening, sorting, and distributing incoming mail, ensuring timely delivery of all Equipment Finance-related correspondence and routing mail to appropriate business units. The Tax Analyst Sr processes property tax information by entering and maintaining records within PTMS (Property Tax Management System) and LeaseWave, including manual data entry when automated interfaces cannot be utilized. The role regularly exports and imports data between PTMS and LeaseWave and performs data validation to ensure accuracy and completeness. A significant portion of the position involves working in Microsoft Excel, utilizing functions such as filters, VLOOKUPs, XLOOKUPs, and other analytical tools to reconcile data, research discrepancies, and support reporting needs.

Additional responsibilities include managing tax refund processes received from taxing jurisdictions, researching refund eligibility, creating refund transactions within LeaseWave, clearing refund-related general ledger entries, coordinating with internal cash management teams to facilitate customer reimbursements, and ensuring accurate tracking and documentation of all refund activity. The incumbent will also support compliance with applicable property tax regulations, company policies, and audit requirements while maintaining accurate records and responding to internal and external inquiries.

This role requires an on-site presence at the Cincinnati office at least three days per week to oversee essential mail processing, distribution, and delivery functions for equipment finance. A successful candidate will demonstrate strong organizational skills, attention to detail, problem-solving abilities, and a customer-focused mindset. Candidates should possess experience working with financial systems, transaction processing, and Microsoft Excel. Knowledge of equipment finance, property tax administration, lease servicing, and/or related financial operations is preferred.