Tax Reporting and Compliance - IC4
Performs calculations for internal and/or external clients. Assists clients in developing tax and/or other regulatory strategies and recommendations for reporting and compliance with regulations. Collaborates with tax and regulatory agencies to recommend positions favored by BNY Mellon.
Works with clients and their attorneys and accountants to establish plans for the tax and/or regulatory cycle, including deliverables and deadlines. Proactively addresses any potential issues.
Reviews tax and/or other regulatory calculations conducted by more junior colleagues and provides guidance on unique or specialized calculations.
Presents analyses and tax and/or regulatory strategy recommendations to clients.
Assists clients in addressing tax and regulatory questions posed by their investors. Partners with Corporate Tax to monitor the regulatory landscape and may assist in developing recommendations for BNY Mellons approach to regulatory changes. Implements resulting process changes.
No direct reports. Provides guidance to less experienced team members as needed.
Contributes to the achievement of area objectives. Supports multiple, complex client accounts.
Qualifications Bachelors degree in a business discipline or the equivalent combination of education and experience is required. 7-10 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: 70591
Job: Asset Servicing
Organization: Glb Fund Accnt & Fund Admin-HR13984
Requisition Number: 1908766