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- Tasks: Be the go-to expert for client tax inquiries and guide them through complex processes.
- Company: Join BNY, a leader in financial services with a culture of excellence.
- Benefits: Enjoy competitive pay, flexible resources, and generous paid leave for personal moments.
- Why this job: Make a real impact by helping clients navigate tax complexities and enhance their success.
- Qualifications: Bachelor’s degree or relevant experience in finance or tax reporting; strong communication skills required.
- Other info: Collaborative environment with opportunities for continuous learning and career growth.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Associate, Tax Reporting & Compliance II
We are seeking a future team member for the role of Associate, Tax Reporting & Compliance II to join our Client Custody Operations team. This role is located in Manchester, UK.
Responsibilities
- Serve as primary contact point for client tax inquiries—responding accurately and promptly.
- 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.
- Review client portfolios, tax entitlements and outstanding documentation to identify opportunities, flag risks and communicate clear, actionable guidance.
- Assist clients in completing and submitting tax forms and 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 a collaborative culture—sharing knowledge, mentoring peers and championing continuous learning.
Qualifications
- 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.
BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Company Information
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.
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Associate, Tax Reporting & Compliance II employer: BNY
Contact Detail:
BNY Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Tax Reporting & Compliance II
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how you can contribute to their success. Tailor your responses to show you're the perfect fit for their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online resources. The more comfortable you are speaking about your experience and skills, the more confident you'll be during the real deal.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Associate, Tax Reporting & Compliance II
Some tips for your application 🫡
Know Your Stuff: Before you start writing, make sure you understand the role inside out. Familiarise yourself with tax reporting and compliance concepts, especially those mentioned in the job description. This will help you tailor your application to show that you're the perfect fit for the team.
Be Clear and Concise: When crafting your application, keep it straightforward. Use clear language to explain your experience and how it relates to the role. Remember, we want to see your skills shine without wading through unnecessary fluff!
Show Your Client Focus: Since this role is all about client interaction, highlight any experience you have in client-facing roles. Share examples of how you've successfully communicated complex information to clients, as this will demonstrate your ability to be their go-to expert.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us that you’re genuinely interested in joining our team at StudySmarter!
How to prepare for a job interview at BNY
✨Know Your Tax Stuff
Make sure you brush up on global withholding-tax frameworks and the Custody Chain. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential expert who can guide clients through complex tax processes.
✨Practice Client Communication
Since this role involves being the primary contact for client inquiries, practice explaining technical tax concepts in simple terms. Role-play with a friend or family member to ensure you can communicate clearly and effectively during the interview.
✨Show Your Organisational Skills
Prepare examples of how you've prioritised competing requests in the past. This could be through specific projects or tasks where you had to manage urgency and complexity. Highlighting your organisational skills will demonstrate your ability to handle the demands of the role.
✨Emphasise Collaboration
This position values teamwork and knowledge sharing. Be ready to discuss times when you've collaborated with others or mentored peers. Showing that you thrive in a collaborative culture will resonate well with the interviewers.
