Associate, Corporate Tax II jobs in United States
cer-icon
Apply on Employer Site
company-logo

BNY · 1 month ago

Associate, Corporate Tax II

BNY is a leading global financial services company influencing nearly 20% of the world’s investible assets. The Associate, Corporate Tax II role involves managing tax processes, ensuring compliance, and collaborating with various stakeholders to enhance efficiency in tax reporting and operations.

Financial Services

Responsibilities

Demonstrate a strong understanding of the end-to-end processes for onboarding, withholding, depositing, and reporting of non-payroll taxes
Perform quality control activities on all Tax Information Returns (e.g., Forms 1099 and Forms 1042-S)
Liaise with business units to facilitate submission of Tax Information Returns (e.g., Forms 1099 and Forms 1042-S)
Prepare annual year-end Tax Forms 945 and 1042 workpapers and create an audit trail for manager review
Prepare monthly, quarterly, and annual state returns
Comfortable analyzing processes, large data, and working with various stakeholders
Perform compliance testing / health checks across various lines of business to ensure compliance with documentation, withholding and reporting requirements. Consolidate compliance testing results with manager to present to line of business and remediate deficiencies
Facilitate the deposit of non-payroll federal and state taxes on a timely basis
Work with technology to strategize on ways to increase efficiencies through automation/robotics
Communicate issues as they arise and follow through to resolution
Monitoring project plans/timelines and tracking progress
Partnering with senior corporate tax staff to identify Key Performance Indicators (KPIs) to monitor and manage business performance
Liaising between Corporate Tax, vendors, and the user communities

Qualification

Information Reporting regulationsTax Information ReturnsData analysisConvey/TaxportMS ExcelCommunication skillsTeam playerSelf-starter

Required

Self-starter who is comfortable working autonomously but seeks help and escalates when needed
Team player and 'can do' attitude
Bachelor's Degree
2 to 3 years of broad business experience
Excellent oral and written communication skills
Experience with Information Reporting and Withholding (IRW) regulations (e.g., Cost Basis, FATCA (ch 4), NRA (ch 3), Backup Withholding (ch 61), 871(m) and 1446 (f))
Experience at a large Certified Public Accountant (CPA) firm or large corporate tax department
Experience using Convey/Taxport, or other information reporting systems
Proficiency in MS Word, Excel, PowerPoint, and Visio

Benefits

Highly competitive compensation
Benefits
Wellbeing programs
Generous paid leaves
Paid volunteer time

Company

For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Brian A. Ruane
CEO Government Securities Services & Global Client Management
linkedin
leader-logo
Chris Kearns
CEO, Depositary Receipts
linkedin
Company data provided by crunchbase