Specialist, Tax Reporting & Compliance Representative II

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 AtBNY 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 Representative II to join BNY Wealth team. This role is located in Pune.

In this role, you’ll make an impact in the following ways:

• Provides oversight of work processes related to data gathering and validation, as well as the completion of calculations tied to tax and other regulatory filings.

• Allocates work to the team. Monitors metrics balancing workloads

• Assists clients in addressing tax and/or regulatory questions posed by their investors

• Maximizing their individual contribution and is responsible for function effectively and should coordinate with their colleagues as a team

• Should have an open mind to learn & collaborate.

To be successful in this role, we’re seeking the following:

• Post Graduate / MBA Finance

• Strong Decision making ability

• Experience / Knowledge of US Tax would be an added advantage

• Should be comfortable for US shift.

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• 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.