Senior Associate, Tax Reporting & Compliance

BNY Mellon

Lake Mary, FL, United States
On-site
Tax reporting and regulatory filings
Data validation and documentation
Client interaction and support
Performs calculations for internal and/or external clients and completes tax reporting or other regulatory filing requirements to ensure compliance with state and national regulations

Job Summary

  • Performs calculations for internal and/or external clients and completes tax reporting or other regulatory filing requirements to ensure compliance with state and national regulations.
  • Answers questions from clients regarding tax and/or regulatory calculations and reporting.
  • Supports moderately complex client accounts and contributes to the achievement of team objectives.

Matching Summary

Performs calculations for internal and/or external clients and completes tax reporting or other regulatory filing requirements to ensure compliance with state and national regulations.

Skills & Requirements

Must-have

  • Tax reporting and regulatory filings
  • Data validation and documentation
  • Client interaction and support
  • Reviewing junior colleague work

Nice-to-have

  • Support for complex client accounts
  • Team objective achievement

Key Requirements

  • Bachelors degree in business discipline or equivalent
  • 3-5 years of total work experience
  • Tax reporting and analysis experience

Work Rights

Not specified

Tailored Resume

Cover Letter