Opportunities in Investor Tax Team (Specialist) at BNY Mellon

Opportunities in Investor Tax Team (Specialist)

We welcome you to apply! When applying to this general posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open roles within the company.

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.

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Role Overview

Investor Tax Team delivers tax reporting service to our clients, in daily operational basis, as well as monthly, semi-annual, annual and ad-hoc tasks across various countries: Germany, Belgium, UK, Italy, Switzerland, Austria and Korea. In addition to day-to-day tax reporting activities, team’s responsibilities include system maintenance and fund events processing.

The Investor Tax Specialist is responsible for the accurate and timely production, review and delivery of investor‑level tax reporting. The role supports clients across multiple jurisdictions and plays a key part in ensuring regulatory compliance and high‑quality client service within the Investor Tax Reporting function.

The position involves close collaboration with internal stakeholders including Fund Accounting, Oversight, Technology and Client Service teams, as well as active participation in process improvements, system migrations and automation initiatives.

Key Responsibilities

• Prepare and review of investor tax reports in line with client requirements and legislative frameworks.
• Ensure reports are delivered accurately and within agreed deadlines and service level agreements.
• Investigate and resolve variances, exceptions and client queries related to tax reporting outputs.
• Identify operational risks, escalate issues where appropriate and support timely resolution.
• Support compliance with internal control standards, governance requirements and regulatory expectations.
• Contribute to process standardisation, automation and efficiency initiatives.

Required Skills and Experience

• Experience in investor tax, fund accounting, regulatory reporting or a closely related financial area.
• Good understanding of investment fund structures and tax reporting concepts.
• Strong attention to detail with the ability to meet strict reporting deadlines.
• Advanced Excel skills; experience with data tools or automation (e.g. Alteryx, SQL, VBA, Python) is an advantage.
• Ability to analyse data, investigate discrepancies, and propose effective solutions.
• English fluency.
• Degree in Finance, Accounting, Economics, Business or another relevant discipline (or equivalent experience).

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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.

This is a talent pipeline posting and does not represent any one particular job opening. By applying to this pipeline requisition, your interest will be reviewed for multiple potential openings based upon your background and disclosed work preference.