At a Glance
- Tasks: Lead client tax operations, providing expert guidance and enhancing processes for optimal efficiency.
- 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 role with opportunities for continuous learning and career growth.
- Why this job: Be at the forefront of finance, using AI and tech to drive impactful solutions.
- Qualifications: Experience in tax reporting and financial services, with strong communication skills.
The predicted salary is between 60000 - 80000 £ 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.
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.
Responsibilities- 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.
- 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.
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, Tax Reporting & Compliance Manager employer: SATOS Jobs
At BNY, we pride ourselves on fostering a culture that champions innovation and employee growth, making us an exceptional employer in the financial services sector. Located in Manchester, our team thrives on collaboration and cutting-edge technology, offering competitive compensation, comprehensive benefits, and opportunities for continuous learning. Join us to be part of a dynamic environment where your contributions directly impact the future of finance and the communities we serve.