BNY Mellon Careers

Intermediate Representative Tax Reporting & Compliance

Wroclaw, Poland

Job Description

The Tax Client Service team is part of the Tax & Documentation department, a client-facing group present in multiple EMEA locations and that is the focal point of contact for EMEA Asset Servicing external and internal clients for all tax and client documentation matters. The team is responsible for ensuring preservation of investment income tax entitlements and addressing all relevant queries and requests. The Tax Client Service Officer provides subject-matter specific, professional client service support to the most significant Investment Managers and Clients in Europe, the Middle East & Africa (EMEA) on a day-to-day basis, ensuring timely resolution of all issues raised. The position fulfils a leadership role in the department, including acting as a mentor and a resource for Tax Client Service Officers and backing up the Tax Client Service Supervisors and Manager.   Responsibilities:
  • Serve as central point of contact for clients, investment managers and internal parties, for tax and proxy documentation issues, ensuring that all queries are addressed in a timely and accurate manner
  • Develop and improve relationships with most significant clients, taking ownership of all related issues
  • Participate in client visits, presentations, calls and/or meetings as appropriate. Assist in responding to RFPs as appropriate
  • Develop knowledge of other BNY Mellon departments (including Corporate Actions, Accounting, Securities Lending and Global Income) to ensure timely resolution of cross-departmental issues
  • Ensure all Investment Manager or Client queries are logged on the appropriate system, providing management reporting where required
  • Assist the Tax & Documentation Officers with escalation items
  • Play a leading role in ensuring the department remains up to date with respect to the latest tax regulations. Leverage internal and external sources of information as appropriate
  • Ensure all necessary tax, proxy and other applicable documentation is on file for all clients and monitored accordingly. Renew documentation well in advance of expiration so as to prevent any negative client or company impact
  • Ensure that relevant databases and client files remain up to date
  • Play an active role in developing and documenting procedures and ensuring they remain current
  • Actively identify potential process improvements by such means as automation, cost reduction or revenue generation and make appropriate recommendations to management
  • Lead related projects, reporting updates to management as necessary and in the required format
  • Coordinate production of the reporting to local Tax Authorities (TA) as per scheduled deadlines
  • Contribute to compilation of periodic department status reports


  • At least 1 year related experience and/or training in Financial Services industry or multi-nationals company
  • University Degree, preferably in a related area
  • Fluent English
  • Solid communication skills and decision-making capabilities
  • An attitude of Accountability, Flexibility and Adaptability
  • Ability to understand dynamic and complex local market regulations, procedures and practices and apply them to specific client and investment manager circumstances
  • Ability to effectively interact with other BNY Mellon departments (including Global Operations, Securities Lending and Corporate Actions).
  • Ability to manage internal and external client expectations
  • Ability to escalate in an effective and timely fashion
  • Attention to detail
  • Experience in using Microsoft Office products, in particular MS Excel and Outlook. Utilising advanced functions would be desirable.
  • Some experience in working with databases would be a plus
What we can offer you:
  • full time contract of employment,
  • location: Aquarius Building ul. Swobodna 3,
  • competitive salary,
  • Health & Life Insurance,
  • Multisport card / Cinema Tickets / Nursery subsidiary,
  • pension scheme,
  • excellent opportunities for training, growth and professional development,
  • opportunities to engage in diverse projects due to growth of business migrations,
  • a multitude of opportunities to get involved in additional charity projects,
  • a collaborative culture and great teams.
Through my application for a role with BNY Mellon (Poland) sp. z.o.o. (the Company) I hereby authorize the Company to process my personal data for the purposes of recruitment. Furthermore I declare that I am aware of the voluntary submission of data and I am informed about the right to access the data and the right to correct it, pursuant to the Personal Data Protection Act of 29 August 1997 (Journal of Laws [Dz.U] No. 133, item 883)”. I authorise the Company to process my personal data for future recruitment processes. 
Furthermore, I authorize BNY Mellon and its’ affiliates, Taleo (UK) Limited to process my personal data. BNY Mellon and affiliates registration details.- BNY Mellon (Poland) sp. z.o.o Registered office – Swobodna 3, 50-088 Wroclaw The Bank of New York Mellon (International) Limited – 1 Canada Square, London, E14 5AL The Bank of New York Mellon SA/NV – 46 Rue Montoyerstraat, B-1000 Brussels, Belgium Taleo (UK) Limited Registered office - 78-586 Chiswick High Road, London W4 5RP, United Kingdom. Please note that during the recruitment process you may be asked to provide further information and supporting documents. The information provided may be verified and reviewed, to the extent permitted by the law, as to their veracity and accuracy.    


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 (CSD) brings together BNY Mellon's key operational areas into one global team to better support the company's businesses and serve clients around the world. CSD helps clients to conduct business, service assets, and engage in transactions in 35 countries and more than 100 markets. At every stage of the investments lifecycle - creating, trading, clearing, settling, holding, servicing, managing, distributing and restructuring assets - CSD is working to make BNY Mellon the recognized industry service quality and productivity leader. 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 Employer.

Primary Location: Poland-Dolnoslaskie-Wroclaw
Job: Operations
Internal Jobcode: 70596
Organization: Tax Document Report & Reclaim-HR17546
Requisition Number: 1910431