Associate, Tax Reporting & Compliance II

BNY Mellon • Pittsburgh, PA

10d

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 and champions of inclusion, 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, Tax Reporting & Compliance II to join our Wealth Management Operations team. This role is located in Pittsburgh, PA. In this role, you’ll make an impact in the following ways: Assist with performance of calculations for internal and/or external clients and completion of tax reporting or other regulatory filing requirements to ensure compliance with state and national regulations. Assist with the implementation of client plans for the tax and/or regulatory cycle and ensure deadlines are met. Gather data and documentation to complete standard filings. Determine liabilities, withholdings, and other calculations for internal or external clients. Answer routine questions from clients regarding tax and/or regulatory calculations and reporting. Assist clients in addressing tax and regulatory questions posed by their investors.

Requirements

• Bachelor’s degree in a business discipline or the equivalent combination of education and experience is required.
• 0-3 years of total work experience preferred.
• Tax reporting and analysis experience preferred.
• No direct reports.

Responsibilities

• Assist with performance of calculations for internal and/or external clients and completion of tax reporting or other regulatory filing requirements to ensure compliance with state and national regulations.
• Assist with the implementation of client plans for the tax and/or regulatory cycle and ensure deadlines are met.
• Gather data and documentation to complete standard filings.
• Determine liabilities, withholdings, and other calculations for internal or external clients.
• Answer routine questions from clients regarding tax and/or regulatory calculations and reporting.
• Assist clients in addressing tax and regulatory questions posed by their investors.

Benefits

• BNY 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, including paid volunteer time, that can support you and your family through moments that matter.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level