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.
Qualifications Bachelors degree in a business discipline or the equivalent combination of education and experience is required. 3-5 years of total work experience preferred. Tax reporting and analysis experience preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Pennsylvania-King of Prussia
Internal Jobcode: 70593
Job: Asset Servicing
Organization: Glb Fund Accnt & Fund Admin-HR13984
Requisition Number: 1810187