At a Glance
- Tasks: Lead client tax operations, providing expert guidance and enhancing service delivery.
- Company: Join BNY, a global leader in financial services with a culture of innovation.
- Benefits: Competitive pay, flexible resources, generous leave, and a focus on wellbeing.
- Other info: Dynamic environment with opportunities for continuous learning and career growth.
- Why this job: Make a real impact in finance while collaborating with cutting-edge technology.
- Qualifications: 5-7 years in financial services, strong tax knowledge, and excellent communication skills.
The predicted salary is between 80000 - 100000 £ per year.
- Description
- Vice President – Custody Client Operations –
- Tax
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 #Life At BNY is all about.
Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Vice President to join our Tax Client Custody Operations team. This role is located in Manchester, UK.
In this role, you’ll make an impact in the following ways
- Serve as the senior point of contact for client tax inquiries, delivering timely, accurate guidance and setting clear expectations.
- Act as your clients’ custody tax primary liaison on withholding-tax rules and processes across key markets, translating market-specific requirements into practical steps.
- Proactively review portfolios, tax entitlements, and documentation to surface opportunities, flag risks, and provide actionable recommendations.
- Guide clients through completion and submission of tax forms, using digital tools to track progress and streamline follow-ups.
- Analyze reclaim activity, produce concise status and trend reports, and keep clients informed on outstanding items and recovery timelines.
- Lead client calls to align on documentation status, market changes, and bespoke tax matters—ensuring transparency and agreement on next steps.
- Monitor service performance and client feedback; partner with peers and leadership to design targeted improvements and implement measurable enhancements.
- Maintain and enhance playbooks, processes, and training materials—driving standardization, quality, and efficiency across teams and markets.
- Collaborate with internal stakeholders to interpret market developments and tax legislation changes, translating them into updates to internal controls and workflows.
- Champion continuous learning and our “Working Together” culture—sharing expertise, mentoring colleagues, and promoting best practices.
- Leverage emerging digital tools and AI-enabled workflows to improve accuracy, speed, and scalability, staying ahead of fast-paced internal and external technological change.
To be successful in this role, we’re seeking the following
- Bachelor’s degree in Business, Finance, Tax, or related field; equivalent practical experience considered. Professional tax qualifications (e. g., CTA/ATT) are a plus.
- 5–7 years of experience in financial services operations or tax reporting, with direct client interaction preferred (custody, asset servicing, or securities operations experience advantageous).
- Strong knowledge of global withholding‑tax frameworks, the custody chain, and end‑to‑end operational lifecycles, including documentation, relief‑at‑source, and reclaim processes.
- Excellent communicator able to translate technical tax concepts into clear, client‑ready narratives and actionable guidance.
- Highly organized with proven ability to prioritize by urgency, complexity, and risk; comfortable managing multiple portfolios and deadlines.
- Proficient with digital tools and data‑driven workflows (e. g. Excel/analytics, case management platforms); familiarity with AI‑enabled tooling and automation is beneficial.
- Continuous improvement mindset with experience refining processes, controls, and playbooks to enhance quality and efficiency
Fluent in English; additional language proficiency (e. g., German, Spanish, Dutch, Italian, French) is advantageous.
- At BNY, our culture speaks for itself, check out the latest BNY news at:
- BNY Newsroom
- BNY Linked In
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.
Vice President, Client Operations - Tax in Manchester employer: BNY Mellon
At BNY Mellon, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Manchester. Our commitment to employee growth is evident through comprehensive training programs and career advancement opportunities, alongside competitive compensation and benefits that ensure our team members feel valued and supported in their professional journeys.
StudySmarter Expert Advice🤫
We think this is how you could land Vice President, Client Operations - Tax 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 Vice President, Client Operations - Tax 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.
