Tax Reporting Senior Analyst
BNY Mellon's Pershing has supported many of the world's most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on us for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back office support, data insights, and business consulting.
Pershing|BNYM offers both Wealth Solutions for broker-dealers, registered investment advisors (RIA) and trust company clients, and Institutional Solutions for prime brokers and institutional broker-dealers. The Global Tax Management team provides cost basis and tax reporting services for our clients. Responsibilities:
As a Tax Reporting Analyst at Pershing|BNYM, you will learn how to perform the responsibilities associated with this role which include maintaining and reporting investment-related gains, losses and withholding to the Internal Revenue Service (IRS) and investors; reporting payments such as interest, dividends, securities sales proceeds, and retirement account distributions to the IRS, investors, various states and Puerto Rico; and providing quality service to our clients. Benefits:
In this role you will gain general knowledge of the industry landscape of financial services, and subject matter expertise in tax reporting. You will build a network of peers within Pershing|BNYM, and gain experience working directly with our clients and industry partners. We're creative team seeking an organized and detail-oriented new member who can manage their day independently and is eager to learn and grow. Preferred Requirements:
Looking for a candidate with a high school diploma high school diploma (equivalent or higher), 3+ years of working experience, and proficiency with Microsoft Office. Qualifications
Bachelor's degree or equivalent work experience preferred. Applicable licenses in regulated areas of the firm preferred. 5+ years of experience preferred experience in a primary process/product in a brokerage environment and supervision is a plus BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location:
United States-New Jersey-Jersey City Internal Jobcode:
Pershing Domestic-HR06431} Requisition Number: