At a Glance
- Tasks: Serve as the go-to expert for client tax inquiries and guide them through complex processes.
- Company: Join BNY, a leading global financial services company driving innovation and community upliftment.
- Benefits: Enjoy competitive pay, flexible resources, generous leave, and a focus on your wellbeing.
- Other info: Be part of a culture that champions continuous learning and career growth.
- Why this job: Make a real impact in finance while collaborating with talented professionals and cutting-edge technology.
- Qualifications: Bachelor’s degree or 2-4 years in financial services; strong communication and organisational skills required.
The predicted salary is between 63000 - 77000 £ per year.
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. 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.
Specialist, Tax Reporting & Compliance II in Manchester employer: BNY Mellon
At BNY, we pride ourselves on fostering a culture that champions innovation and employee growth, making us an exceptional employer in the heart of London. Our commitment to competitive compensation, comprehensive benefits, and a supportive work environment empowers our team members to thrive both personally and professionally. Join us to be part of a dynamic team that not only drives transformative solutions in finance but also uplifts communities worldwide.
StudySmarter Expert Advice🤫
We think this is how you could land Specialist, Tax Reporting & Compliance II in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like BNY Mellon. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Specialist, Tax Reporting & Compliance II in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BNY Mellon.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BNY Mellon's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BNY Mellon
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BNY Mellon.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at BNY Mellon will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BNY Mellon employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
