Vice President, Global Tax Advisory jobs in United States
cer-icon
Apply on Employer Site
company-logo

BNY · 2 weeks ago

Vice President, Global Tax Advisory

position240 Greenwich Street, New York, NY, 10286, US
timeFull-time
remoteOnsite
seniorityMid Level
money$68K/yr - $200K/yr
date3+ years exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Vice President, Global Tax Advisory to support wealth strategists in tax planning and 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

Estate & gift tax planningTrustEstate lawFinancial Services experienceAnalytical skillsCommunication skillsRegulatory complianceInterpersonal skillsProblem-solving skills

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

Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time

Company

BNY

twitter
Glassdoor3.6
company-logo
We help make money work for the world — managing it, moving it and keeping it safe.
dateFounded in 1784
location
New York, NY, US
people-size10001+ employees
web-link
https://www.bny.com

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

Recent News

PR Newswire
BNY to Manage U.S. Department of the Treasury's Largest Prepaid Debit Card Program for Federal Benefits - Direct Express®
2024-11-21
PR Newswire
BNY Closes Acquisition of Archer
2024-11-01
PRNewswire
MUFG Bank, Ltd. Launches MUFG CashFolio™ Leveraging BNY's LiquidityDirect® Capabilities
2024-10-28
Company data provided by crunchbase