Associate, Tax Reporting & Compliance Representative

Overview

Associate, Tax Reporting & Compliance Representative I

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 #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Associate, Tax Reporting & Compliance Representative I to join our Client Custody Operations team. This role is located in Manchester, UK

• Serve as a contact point for client tax inquiries—responding accurately and promptly.
• Proactively review your client portfolios, tax entitlements and outstanding documentation to identify opportunities, flag risks and communicate clear, actionable guidance
• Assist your clients in completing and submitting tax forms tracking progress.
• Analyze reclaim activity, prepare summary reports and keep clients updated on outstanding items and recovery timelines
• Assist with client calls to discuss documentation status, market changes and bespoke tax matters, ensuring full transparency and next-step alignment
• Maintain and enhance internal processes, playbooks and training materials to drive standardization, quality and efficiency
• Contribute to our Working Together culture—sharing knowledge and help develop and contribute to the achievement of team objectives

• Bachelor’s degree in Business, Finance, Tax equivalent or
• Experience in financial-services operations or tax reporting—ideally in a client-facing capacity
• Exceptional communicator with client-friendly language
• Highly organized, with proven ability to prioritize competing requests by urgency, complexity and risk
• Driven by accountability, collaboration and a relentless focus on client success
• Proficiency in a second language (Spanish/German/French/Dutch or Italian) is a plus

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY Linked In

Here’s a few of our recent awards:

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

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.