Vice President, Global Tax Advisory
About The Position
Vice President, Global Tax Advisory 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 Vice President, Global Tax Advisory to join our Investment Advisory team. This role is located in New York, NY. In this role, you’ll make an impact in the following ways: 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.
Requirements
- 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.
Nice To Haves
- Financial Services experience, with Ultra High Net Worth client exposure, preferred.
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.
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.
- BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
