Sr Representative, Corporate Tax

Job Description

The purpose of the Senior Representative role is to assist the Corporate Tax department with Tax Compliance and Advisory activities relating to Information Reporting and Withholding (IRW).

 

 

This individual will be responsible for:

 

  • Preparation of year-end Tax Forms 945 and 1042

  • Assisting with the year-end FATCA and CRS attestation process

  • Performing compliance testing/quality assurance on tax information reporting and withholding processes (e.g., onboarding, withholding, reporting) across various lines of business

  • Performing withholding and depositing of non-payroll federal and state taxes

  • Provide support for areas such as (but not limited to): Tax Audits and Qualified Intermediary (QI) reviews.

  • Assisting with the implementation of new technology solutions or suggesting tax compliance improvements utilizing various automation tools (e.g. Power Query, Power Bi, RPA, etc.)

  • Performing reconciliations and processing transactions

  • Writing policies and procedures

 

 

 

 

 

 

 

 

 

Qualifications

 

High school/secondary school or the equivalent combination of education and experience is required, bachelor s degree preferred. 3-5 years of total work experience preferred. Experience in tax compliance or accounting preferred.

 

Experience with the following is preferred:

  • The Foreign Account Tax Compliance Act (FATCA), Nonresident Alien (NRA) Withholding, and Backup Withholding

  • Validation of Tax Forms W-8 and W-9

  • Completion of Forms 1042-S and 1099

  • Understanding of Forms 945 and 1042

  • Knowledge of financial products


 


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

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United States-New York-New York
Internal Jobcode: 85325
Job: Finance/Accounting
Organization: Finance-HR06599
Requisition Number: 2005581