Senior Tax & Documentation Officer - shift 9:30 – 18.00
BNY Mellon
Wrocław, PL
2 d. temu
source : Absolvent

Senior Tax & Documentation Officer - shift 9 : 30 18.00

Department / Team overview

The US Tax Inquiries team is part of the Tax & Documentation department, a client-facing group present in multiple EMEA and America locations and that is the focal point of contact for US Asset Servicing external and internal clients for all tax and client documentation matters.

The team is responsible for ensuring preservation of investment income tax entitlements and addressing all relevant queries and requests.

The Tax Client Service Officer provides subject-matter specific, professional client service support to the Investment Managers and Clients in America on a day-to-day basis, and ensuring timely resolution of all issues raised.

Your role

  • Serve as central point of contact for GFI and End Core clients, as well as investment managers and internal parties, for tax and proxy documentation issues, ensuring that all queries are addressed in a timely and accurate manner
  • Develop and improve relationships with most significant clients, taking ownership of all related issues
  • Participate in client visits, presentations, calls and / or meetings as appropriate
  • Assist in responding to RFPs as appropriate
  • Develop knowledge of other BNY Mellon departments (including Corporate
  • Actions, Accounting, Securities Lending and Global Income) to ensure timely resolution of cross-departmental issues
  • Represent the department in periodic service calls with various Global Operations departments
  • Ensure all Investment Manager or Client queries are logged on the appropriate system, providing management reporting where required
  • Assist the Tax & Documentation Officers with escalation items
  • Play a leading role in ensuring the department remains up to date with respect to the latest tax regulations.
  • Leverage internal and external sources of information as appropriate
  • Ensure all necessary tax, proxy and other applicable documentation is on file for all clients and monitored accordingly
  • Renew documentation well in advance of expiration so as to prevent any negative client or company impact
  • Ensure that relevant databases and client files remain up to date
  • Play an active role in developing and documenting procedures and ensuring they remain current
  • Actively identify potential process improvements by such means as automation, cost reduction or revenue generation and make appropriate recommendations to management
  • Lead related projects, reporting updates to management as necessary and in the required format
  • Coordinate production of client reporting, as required
  • Contribute to compilation of periodic department status reports
  • As a successful candidate you will be given opportunity to acquire and develop knowledge from related fields :

  • Working in a team to deliver best possible tax reporting service to our Clients, both in daily operations regime, as well as annual reporting tasks
  • Supporting day-to-day tax reporting activities, including fund static data setup and maintenance
  • Working on tax reporting due in various countries where clients invest
  • Qualifications

  • At least 2-3 years related experience and / or training in Financial Services industry Client Experience
  • University Degree, preferably in a related area
  • Fluent in English
  • Solid communication skills
  • An attitude of Accountability, Flexibility and Adaptability
  • Ability to understand dynamic and complex local market regulations, procedures and practices and apply them to specific client and investment manager circumstances
  • Ability to effectively interact with other BNY Mellon departments (including Global Operations
  • Securities Lending and Corporate Actions).
  • Ability to manage internal and external client expectations
  • Ability to escalate in an effective and timely fashion
  • Attention to Detail
  • Experience using Microsoft Office products, in particular MS Excel. Utilising advanced functions would be desirable
  • Some experience in working with databases would be a plus
  • Our offer

  • Full time contract of employment
  • City Centre locations close to main railway station and flexible working arrangements
  • Flexible benefits package, including life and medical insurance, health screening, fitness discount programme, employee assistance program
  • Award-winning Wellbeing Program supporting you with your unique health and wellbeing needs
  • Pension scheme
  • On-site childcare and a parental buddy programme
  • Exciting opportunities for career and global mobility
  • Diverse and inclusive environment
  • Employee Referral Program
  • Recognition programmes
  • A multitude of opportunities to get involved in charity projects and Employee Resource Groups (ERGs)
  • If you are interested, please send your CV by clicking " Aplikuj teraz " button.

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