BNY Mellon Careers

Lead Analyst, Tax Reporting - AIS-CAAG Tax Services

Everett, Massachusetts
Asset Servicing

Job Description

Tax Reporting and Compliance - IC2 Performs calculations for internal and/or external clients and completes tax reporting or other regulatory filing requirements to ensure compliance with state and national regulations. Coordinates with tax and regulatory authorities. Implements client plans for the tax and/or regulatory cycle and ensures deadlines are met. Validates data and documentation to complete standard filings and flags data inconsistencies for review. Completes filings and reports. Determines liabilities, withholdings, and other calculations for internal or external clients. Reviews work of more junior colleagues. Answers questions from clients regarding tax and/or regulatory calculations and reporting. Assists clients in addressing highly complex tax and regulatory questions posed by their investors. No direct reports. Provides guidance to less experienced team members as needed. Contributes to the achievement of team objectives. Supports moderately complex client accounts.


Bachelor’s degree in a business discipline or the equivalent combination of education and experience is required. 3-7 years of total work experience preferred. Tax reporting and analysis experience, preferably in taxation of alternative investment funds strongly preferred. Proficiency with Microsoft Office applications, especially Excel and Word. Experience with tax preparation software, CCH ProSystems Fx and GoSystems, and partnership allocation software platforms such as HedgeTek and Geneva preferred.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

Client Service Delivery manages investment monitoring, measurement and processing services for our clients. Our solutions include Securities Operations, Fund Administration, Transfer Agency, Outsourcing, Performance Measurement and other related services.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Massachusetts-Everett
Internal Jobcode: 70593
Job: Asset Servicing
Organization: CSD AIS Operations-HR08997
Requisition Number: 1808012