The Senior Analyst, Tax Reporting & Compliance,
is the dedicated contact for clients on all different tax procedures and
provides pro-active assistance to clients assigned to him/her.
Demonstrate a comprehensive knowledge of the tax services and requirements in the markets the client holds assets and build a good knowledge of the underlying operational processes that deliver these services.
Demonstrate an effective understanding of the client structure and investments and consider the client impact of market changes, challenge and clarify any areas of ambiguity or expected concern internally before communicating these.
Maintain oversight and awareness of all tax related service and satisfaction indicators; identify areas of concern and opportunities for improvement, agree action plan and timeframes with the client and you team leader and deliver on this plan.
Handles all tax related queries from the client and provides full-scope and high quality replies to queries by anticipating client's further questions and by performing in-depth investigations; such queries can come either directly from the client or from client representatives in different locations. These queries can either be over the phone, by email or using different BNY Mellon systems.
Assist clients in the documentation management, by pre-filling required documentation – if applicable/authorised – and monitoring the processing of these documents
Analyse reclaim reports and pro-actively advises clients of outstanding issues and status.
Actively participate to and/or pro-actively organize conference calls with clients on specific issues when necessary.
Performs monthly "Health Check" calls for their assigned clients and provides a written summary of issues, discussion points and relevant action tracking, to the client and team leader.
Monitor query turnaround time and provide reporting on these to management. Seek necessary information to respond to the query, assess risk and prioritize accordingly.
Ensure all relevant procedures are up to date, suggest and make changes where appropriate.
- Bachelor’s degree in a business discipline or the equivalent combination of education and experience is required.
- 0-3 years of total work experience preferred; tax reporting and analysis experience preferred.
BNY Mellon is an Equal Employment Opportunity Employer.
Primary Location: Singapore-Singapore-Singapore
Internal Jobcode: 70594
Organization: Tax Document Report & Reclaim-HR17546
Requisition Number: 1914223