Associate, Tax Reporting & Compliance II

Job description

Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

We're seeking a future team member for the role of Associate, Tax Reporting & Compliance II to join our Tax team. This role is located in Manchester, UK - HYBRID.

In this role, you'll make an impact in the following ways:

• Maintain oversight and awareness of all tax related service and satisfaction indicators; identify areas of concern and opportunities for improvement, agree action plan and timeframes with the client and you team leader and deliver on this plan.


• Handles all tax related queries from the client and provides full-scope and high-quality replies to queries by anticipating client's further questions and by performing in-depth investigations; such queries can come either directly from the client or from client representatives in different locations. These queries can either be over the phone, by email or using different BNY Mellon systems.


• Assist clients in the documentation management, by pre-filling required documentation - if applicable/authorised - and monitoring the processing of these documents


• Analyse reclaim reports and pro-actively advises clients of outstanding issues and status.


• Actively participate to and/or pro-actively organize conference calls with clients on specific issues when necessary.


• Performs monthly \"Health Check\" calls for their assigned clients and provides a written summary of issues, discussion points and relevant action tracking, to the client and team leader.


• Monitor query turnaround time and provide reporting on these to management. Seek necessary information to respond to the query, assess risk and prioritize accordingly.


• Ensure all relevant procedures are up to date, suggest and make changes where appropriate.

To be successful in this role, we're seeking the following:

• University degree in a business discipline or the equivalent combination of education and experience is required.


• 3 years of total work experience; finance, accounting, tax reporting or analysis experience preferred.


• Pro-client attitude is a must (previous client-facing experience would be an asset)


• MS Office knowledge is a must (preferable MS Excel advanced user)


• Solid communication skills and decision-making capabilities.


• Withholding tax knowledge is not required.

At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:

• Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023


• Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023


• Human Rights Campaign Foundation, Corporate Equality Index, 2023


• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023


• Forbes Blockchain 50, 2023

Our Benefits:

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.