Specialist, Tax Reporting & Compliance

BNY Mellon • Pittsburgh, PA

2d

About The Position

In this role, you’ll make an impact in the following ways: Support Wealth Management Tax and front‑office team members with tax-related inquiries and day‑to‑day tax processing needs Process tax payments and refund checks, and submit payments to various taxing authorities in a timely and controlled manner Accurately sort, distribute, and prepare incoming and outgoing income mail, ensuring proper handling, packaging, and addressing Collaborate closely with internal teams to maintain alignment and accuracy across tax-related processes Manage risk by ensuring compliance with internal procedures and policies Identify and recommend process improvements to enhance efficiency and accuracy within tax reporting and operations

Requirements

• High school diploma or equivalent combination of education and experience required
• 1-3 years of relevant experience in tax reporting or compliance
• Strong analytical skills with keen attention to detail
• Excellent communication and interpersonal skills
• Proficiency in Excel and financial data analysis

Nice To Haves

• Bachelor’s degree in a business discipline preferred

Responsibilities

• Support Wealth Management Tax and front‑office team members with tax-related inquiries and day‑to‑day tax processing needs
• Process tax payments and refund checks, and submit payments to various taxing authorities in a timely and controlled manner
• Accurately sort, distribute, and prepare incoming and outgoing income mail, ensuring proper handling, packaging, and addressing
• Collaborate closely with internal teams to maintain alignment and accuracy across tax-related processes
• Manage risk by ensuring compliance with internal procedures and policies
• Identify and recommend process improvements to enhance efficiency and accuracy within tax reporting and operations

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED