Associate, Corporate Tax II
About The Position
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Corporate Tax to join our Finance team. This role is located in Pittsburgh, PA or New Jersey, NJ. In this role, you'll make an impact in the following ways: 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.
Requirements
- 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.
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
