Vice President, Tax Reporting & Compliance Manager

BNY Mellon • Pittsburgh, PA

6d

About The Position

Vice President, Tax Reporting & Compliance Manager 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 Vice President, Tax Reporting & Compliance Manager to join our Wealth Management team. This role is located in Pittsburgh, PA. In this role, you’ll make an impact in the following ways: Lead tax reporting and compliance efforts, ensuring fiduciary income tax compliance for trusts and estates with a focus on accuracy and timeliness. Oversee key tax processes including triggering event reviews, IRA withholding reconciliations, nonresident alien withholding, and new account tax setups. Manage foreign tax compliance, charitable payment reconciliations, and coordination of outside-prepared tax returns. Collaborate with internal teams and external vendors to support tax reporting and resolve issues, maintaining strong communication and autonomy within the team. Participate in quality control reviews during peak tax seasons and support prospective client tax reviews to inform relationship decisions.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field, or equivalent experience.
• 4-7 years of relevant tax reporting and compliance experience, preferably including fiduciary income tax and trust administration.
• Experience working with external tax vendors and auditors, with strong knowledge of domestic and international tax filings.
• Proficiency in Microsoft Excel and other relevant tools to ensure efficient and accurate tax processes.
• Strong leadership skills with the ability to trust and empower team members, fostering a productive and team-oriented environment.

Responsibilities

• Lead tax reporting and compliance efforts, ensuring fiduciary income tax compliance for trusts and estates with a focus on accuracy and timeliness.
• Oversee key tax processes including triggering event reviews, IRA withholding reconciliations, nonresident alien withholding, and new account tax setups.
• Manage foreign tax compliance, charitable payment reconciliations, and coordination of outside-prepared tax returns.
• Collaborate with internal teams and external vendors to support tax reporting and resolve issues, maintaining strong communication and autonomy within the team.
• Participate in quality control reviews during peak tax seasons and support prospective client tax reviews to inform relationship decisions.

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: Mid Level