BNY · 2 weeks ago
Vice President, Global Tax Advisory
New York, NY
Full-time
Onsite
Mid Level
$68K/yr - $200K/yr
3+ years expBNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Vice President, Global Tax Advisory will support wealth strategists and clients in tax planning and strategy implementation, while staying updated on tax regulations to mitigate risk and enhance client engagement.
Financial Services
Responsibilities
Support Senior Wealth Strategists on all aspects of estate & gift tax planning, family governance, philanthropy and family wealth and business succession strategies
Support clients, their attorneys and accountants to implement plans to mitigate tax risk
Influence others by demonstrating strong wealth advisory ability via communication, education and engagement with colleagues
Understand and articulate the impact of estate planning decisions
Assist the development of thought leadership
Stay up-to-date with tax regulations and publications to evaluate potential impact on client tax rates and documentation requirements
Qualification
Required
Bachelor's degree plus J.D., law, accounting, tax or other master's degree, otherwise a combination of education and experience
Typically 3-7 years of experience
Strong analytical and problem-solving skills, with a focus on trust and estate law
Excellent communication and interpersonal skills for effective client engagement and collaboration
Proficient in adapting to regulatory changes and implementing compliant strategies
Preferred
Financial Services experience, with Ultra High Net Worth client exposure, preferred
Benefits
Generous paid leaves
Paid volunteer time
Company
BNY
We help make money work for the world — managing it, moving it and keeping it safe.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brian A. Ruane
CEO Government Securities Services & Global Client Management
Chris Kearns
CEO, Depositary Receipts
Recent News
PR Newswire
2024-11-01
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