Associate, Tax Reporting & Compliance II

at  BNY Mellon

Overview
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 II to join our Poland Tax Client Service Team . This role is located in Wrocław, Poland.

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

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Maintain oversight and awareness of all tax related service and satisfaction indicators; identify areas of concern and opportunities for improvement, agree action plan and timeframes with the client and you team leader and deliver on this plan.
Handles all tax related queries from the client and provides full-scope and high-quality replies to queries by anticipating client’s further questions and by performing in-depth investigations; such queries can come either directly from the client or from client representatives in different locations. These queries can either be over the phone, by email or using different BNY Mellon systems.
Assist clients in the documentation management, by pre-filling required documentation – if applicable/authorized – and monitoring the processing of these documents
Analyze reclaim reports and pro-actively advises clients of outstanding issues and status.
Actively participate to and/or pro-actively organize conference calls with clients on specific issues when necessary.
Performs monthly “Health Check” calls for their assigned clients and provides a written summary of issues, discussion points and relevant action tracking, to the client and team leader.
Monitor query turnaround time and provide reporting on these to management. Seek necessary information to respond to the query, assess risk and prioritize accordingly.
Ensure all relevant procedures are up to date, suggest and make changes where appropriate.

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

University degree in a business discipline or the equivalent combination of education and experience is required.
3 years of total work experience; finance, accounting, tax reporting or analysis experience preferred.
Pro-client attitude is a must (previous client-facing experience would be an asset)
MS Office knowledge is a must
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