Specialist, Tax Reporting & Compliance II
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What you'll do
- Serve as primary contact point for client tax inquiries—responding accurately and promptly.
- Supported by comprehensive training and mentorship, 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.
- Proactively review your client portfolios, tax entitlements and outstanding documentation to identify opportunities, flag risks and communicate clear, actionable guidance
- Assist your clients in completing and submitting tax forms 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 our Working Together culture—sharing knowledge, mentoring peers and championing continuous learning
What they're looking for
- 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
Nice to have
- Proficiency in a second language (Spanish/German/French/Dutch or Italian) is a plus
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Specialist, Tax Reporting & Compliance II
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 Specialist, Tax Reporting & Compliance II to join our Client Custody Operations team. This role is located in Manchester
In this role, you’ll make an impact in the following ways:
- Serve as primary contact point for client tax inquiries—responding accurately and promptly.
- Supported by comprehensive training and mentorship, 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.
- Proactively review your client portfolios, tax entitlements and outstanding documentation to identify opportunities, flag risks and communicate clear, actionable guidance
- Assist your clients in completing and submitting tax forms 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 our Working Together culture—sharing knowledge, mentoring peers and championing continuous learning
To be successful in this role, we’re seeking the following:
- 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
At BNY, our culture speaks for itself, check out the latest BNY news at:
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
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.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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