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Associate, Tax Reporting

BNY Mellon
BNY Mellon Salary
Pittsburgh, PA Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/7/2025

Overview

Associate, Tax Reporting & Compliance Representative I

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Associate, Tax Reporting & Compliance Representative I to join our Middle office team. This role is located in Pittsburgh.

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

  • Provides advanced operational support for the preparation and maintenance of tax records, returns, and reports for internal and / or external clients.
  • Coordinates tax-related regulatory filings.
  • Gathers required data elements, as needed, for various regulatory filings.
  • Implements system and operational modifications to comply with more substantial regulatory changes.
  • Updates tax forms and information return layouts.
  • Performs second-level quality assurance of tax deliverables for more complex clients in accordance with department policies.
  • Tracks data needed for tax calculations.
  • Performs straightforward analysis of data and resolves moderately complex data issues.
  • Identifies missing data needed for tax records and filings and liaises with others in the tax team to obtain the information.
  • Provides guidance to less experienced team members.
  • Responsible for the quality and completion of own work.
  • Helps develop and contributes to the achievement of team objectives.

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

  • Bachelors degree a plus, mutual fund industry background preferred.
  • 3-5 years of total work experience preferred.
  • At BNY, our culture speaks for itself. Here’s a few of our awards :

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
  • Best Places to Work for Disability Inclusion, Disability : IN – 100% score, 2023-2024
  • Most Just Companies”, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023
  • Our Benefits and Rewards :

    BNY offers highly competitive compensation, benefits, and well-being 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.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 well-being and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

    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.

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