Our services

PwC provides financial institutions with responsive, innovative and supportive wealth management tax services.


PwC recognizes that great service relationships are driven by a relentless commitment to deliver differentiated value. Quite simply, offering a solid baseline of services with a competitive fee is not enough. With PwC as your provider, you can expect us to be collaborative, creative, innovative, and committed to your long-term success.

PwC's Wealth Management Tax Services (WMTS) is a leading provider of a full suite of trust-tax outsourcing services to financial institutions. We bring clients of all sizes enhanced service, deliverables, and support in conjunction with significant cost savings for their organization.

We leverage our people and our technology to provide you a thorough tax service, including:

  • Fiduciary income tax preparation (1041)
  • Investment management/custody 1099 preparation
  • Charitable trusts and planned-giving tax (5227)
  • Foundations and exempt organizations (990)
  • Estate and Generation Skipping Transfer Tax (GSTT) planning and compliance (706)
  • Non-resident alien tax compliance (1042S)
  • IRA and 990T reporting (1099R)

Benefits of PwC's Wealth Management Tax Services

Quality of service and deliverables

PwC's proprietary technology allows for a greater degree of customization – such as including supplemental information for limited partnership investments and royalty-trust-tax information.

We also draw on our firm’s subject matter specialists as industry leader in implementing the tax reporting changes associated with new tax laws.

We have the experience and technology support to facilitate efficient and timely tax reporting no matter the complexity of your asset allocation strategies and investment vehicles.

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Efficiency and effectiveness

Our service model is centered on providing you a team that is responsive to and aligned with your trust officers and office locations, including year-round PwC tax specialist support.

We offer our clients automated transmission of Master Limited Partnership (MLP) data to minimize data collection efforts and improve efficiency.

The depth and knowledge of our network is extensive, which means our clients have access to the broadest array of subject matter specialists in areas such as personal financial services, GST, IRAs, estates, and charitable accounts.

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Cost management and/or reductions

Our proprietary technology platform offers significant cost advantages by eliminating third-party software expenses.

Our center of excellence model facilitates quality at a lower cost.

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Contact us

Joseph J. Castriano
Partner, Wealth Management Tax Services
Tel: +1 (412) 355 6002

Shawn P. Hanlon
Partner, Wealth Management Tax Services
Tel: +1 (412) 392 4948

Jeff Kuhlin
Partner, Wealth Management Tax Services
Tel: +1 (602) 364 8075

Larry McGuire
Partner, Wealth Management Tax Services
Tel: +1 (412) 392 8970

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