What are the responsibilities and job description for the Tax Reporting Analyst position at BNY Mellon?
Company, Team & Role:
BNY Mellon’s Pershing has supported many of the world’s most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on us for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back-office support, data insights, and business consulting.
Pershing | BNYM offers both Wealth Solutions for broker-dealers, registered investment advisors (RIA) and trust company clients, and Institutional Solutions for prime brokers and institutional broker-dealers. The Global Tax Management team provides cost basis and tax reporting services for our clients.
Responsibilities:
- Learn how to maintain and report investment-related gains, losses and withholding to the Internal Revenue Service (IRS) and investors
- Report payments such as interest, dividends, securities sales proceeds and retirement account distributions to the IRS, investors and various states and Puerto Rico
- Provide quality service to our clients through accurate and timely tax reporting documents and clear/concise/timely responses to inquiries
Benefits:
- Gain general knowledge if the industry landscape of financial services and subject matter expertise on tax reporting
- Build a network of peers within Pershing | BNYM, and gain experience working directly with our clients and industry partners
- We’re creative team seeking an organized and detail-oriented new member who can manage their day independently and is eager to learn and grow
The successful candidate will demonstrate/possess:
- Secondary education (high school diploma or equivalent) or equivalent work experience preferred. Bachelor's degree preferred.
- 3-5 years of experiencein a primary process/product in a brokerage environment is a plus.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
