Senior Vice President, Global Tax Advisory - BNY Mellon

Overview

Wednesday, February 21, 2024

1:23 PM

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.  

With over 239 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.  

As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We’re seeking a future team member for the role of Global Tax Advisory. This role is located in Washington DC. 

In this role, you will make an impact in the following ways:  

• Advises a broad array and/or more complex set of external investment services clients on compliance with tax regulations and the mitigation and monitoring of tax risk.
• Monitors and researches tax regulations in assigned domiciles that cover a broad geographic span.
• Analyzes and interprets tax research publications to evaluate potential impact on client tax rates and documentation requirements.
• Researches market best practices related to tax reporting and compliance for specialized entities including those related to transaction taxes, withholding taxes, and statutory taxes. Presents findings to clients and recommends resulting compliance strategies.
• Works with more complex clients and their attorneys and accountants to implement plans to mitigate tax risk.
• Researches new client types to understand their tax requirements and the impact of taxes in all markets where they are invested. Presents findings to team leadership for incorporation into client presentations and recommendations.
• Advises clients on how to best comply with new regulations and proactively addresses any potential issues.
• Partners with Corporate Tax to monitor the regulatory landscape and may assist in developing recommendations for BNY Mellon's approach to regulatory changes. Implements resulting process changes.
• No direct reports. 
• Provides guidance to less experienced team members as needed.
• Contributes to the achievement of area objectives. Supports multiple, complex client accounts.

 

To be successful in this role, we’re seeking the following:

 

• Bachelor's degree J.D. law, accounting, tax degree, or the equivalent combination of education and experience, is required.
• 7-10 years of total work experience preferred. 
• Experience in tax analysis and advisory preferred

 

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:  

• Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion  
• Bloomberg’s Gender Equality Index (GEI) 
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score  
• 100 Best Workplaces for Innovators, Fast Company 
• Human Rights Campaign Foundation, 100% score Corporate Equality Index 
• CDP’s Climate Change ‘A List’ 
• Forbes Blockchain 50  

Our Benefits:  

BNY Mellon 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 that can support you and your family through moments that matter.  

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. 

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

EEO Statement:

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.