Associate, Tax Reporting & Compliance II
We are seeking a future team member for the role of Associate, Tax Reporting & Compliance II to join our Client Custody Operations team. This role is located in Manchester, UK.
Responsibilities
- Serve as primary contact point for client tax inquiries—responding accurately and promptly.
- Become your clients’ custody-tax service expert—serving as their primary liaison on withholding-tax rules and processes across key markets and guiding them through market-specific requirements.
- Review client portfolios, tax entitlements and outstanding documentation to identify opportunities, flag risks and communicate clear, actionable guidance.
- Assist clients in completing and submitting tax forms and tracking progress.
- Analyze reclaim activity, prepare summary reports and keep clients updated on outstanding items and recovery timelines.
- Lead client calls to discuss documentation status, market changes and bespoke tax matters, ensuring full transparency and next-step alignment.
- Monitor service metrics and feedback; collaborate with peers and management to design and implement targeted improvement plans.
- Maintain and enhance internal processes, playbooks and training materials to drive standardization, quality and efficiency.
- Contribute to a collaborative culture—sharing knowledge, mentoring peers and championing continuous learning.
Qualifications
- Bachelor’s degree in Business, Finance, Tax or equivalent, or 2–4 years’ experience in financial-services operations or tax reporting—ideally in a client-facing capacity.
- Understanding of global withholding-tax frameworks, the Custody Chain and operational life-cycles.
- Exceptional communicator with the ability to distill technical tax concepts into clear, client-friendly language.
- Highly organized, with proven ability to prioritize competing requests by urgency, complexity and risk.
- Driven by accountability, collaboration and a relentless focus on client success.
- Proficiency in a second language (Spanish/German/French/Dutch or Italian) is a plus.
BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Company Information
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.
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