BNY · 4 days ago
Vice President, Tax Reporting & Compliance Manager
BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Vice President, Tax Reporting & Compliance Manager will lead tax reporting and compliance efforts, ensuring fiduciary income tax compliance for trusts and estates while collaborating with internal teams and external vendors to resolve issues.
Financial Services
Responsibilities
Lead tax reporting and compliance efforts, ensuring fiduciary income tax compliance for trusts and estates with a focus on accuracy and timeliness
Oversee key tax processes including triggering event reviews, IRA withholding reconciliations, nonresident alien withholding, and new account tax setups
Manage foreign tax compliance, charitable payment reconciliations, and coordination of outside-prepared tax returns
Collaborate with internal teams and external vendors to support tax reporting and resolve issues, maintaining strong communication and autonomy within the team
Participate in quality control reviews during peak tax seasons and support prospective client tax reviews to inform relationship decisions
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field, or equivalent experience
4-7 years of relevant tax reporting and compliance experience, preferably including fiduciary income tax and trust administration
Experience working with external tax vendors and auditors, with strong knowledge of domestic and international tax filings
Proficiency in Microsoft Excel and other relevant tools to ensure efficient and accurate tax processes
Strong leadership skills with the ability to trust and empower team members, fostering a productive and team-oriented environment
Benefits
Highly competitive compensation
Benefits
Wellbeing programs
Generous paid leaves
Paid volunteer time
Company
BNY
We help make money work for the world — managing it, moving it and keeping it safe.
Funding
Current Stage
Late StageLeadership Team
Recent News
PR Newswire
2024-11-01
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