Full-Time

Associate – Reconciliation Support

Posted on 2/5/2026

BNY

BNY

Global asset management and financial advisory

Compensation Overview

$52k - $102k/yr

+ Commission + Discretionary Bonus + Short-Term Incentives + Long-Term Incentives

Pittsburgh, PA, USA + 1 more

More locations: New York, NY, USA

In Person

Category
Accounting (1)
Required Skills
Visio
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Self-starter who is comfortable working autonomously but seeks help and escalates when needed. Team player and “can do” attitude.
  • Bachelor's Degree
  • 2 to 3 years of broad business experience.
  • Excellent oral and written communication skills.
  • Experience with Information Reporting and Withholding (IRW) regulations (e.g., Cost Basis, FATCA (ch 4), NRA (ch 3), Backup Withholding (ch 61), 871(m) and 1446 (f)).
  • Experience at a large Certified Public Accountant (CPA) firm or large corporate tax department.
  • Experience using Convey/Taxport, or other information reporting systems.
  • Proficiency in MS Word, Excel, PowerPoint, and Visio.
Responsibilities
  • Demonstrate a strong understanding of the end-to-end processes for onboarding, withholding, depositing, and reporting of non-payroll taxes.
  • Perform quality control activities on all Tax Information Returns (e.g., Forms 1099 and Forms 1042-S)
  • Liaise with business units to facilitate submission of Tax Information Returns (e.g., Forms 1099 and Forms 1042-S)
  • Prepare annual year-end Tax Forms 945 and 1042 workpapers and create an audit trail for manager review
  • Prepare monthly, quarterly, and annual state returns
  • Comfortable analyzing processes, large data, and working with various stakeholders
  • Perform compliance testing / health checks across various lines of business to ensure compliance with documentation, withholding and reporting requirements. Consolidate compliance testing results with manager to present to line of business and remediate deficiencies
  • Facilitate the deposit of non-payroll federal and state taxes on a timely basis
  • Work with technology to strategize on ways to increase efficiencies through automation/robotics
  • Communicate issues as they arise and follow through to resolution
  • Monitoring project plans/timelines and tracking progress.
  • Partnering with senior corporate tax staff to identify Key Performance Indicators (KPIs) to monitor and manage business performance.
  • Liaising between Corporate Tax, vendors, and the user communities.

BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.

Company Size

N/A

Company Stage

Post IPO Equity

Headquarters

New York City, New York

Founded

1784

Simplify Jobs

Simplify's Take

What believers are saying

  • Evergreen funds adoption hits 47% in 2026, boosting BNY's private market liquidity.
  • Ripple selects BNY Mellon to custody RLUSD reserves, expanding digital asset revenue.
  • Liontrust outsources trading to BNY's solutions across 100 global markets.

What critics are saying

  • BNY closes Poole office, cutting 200 UK jobs and sparking talent exodus.
  • Cork office shutdown eliminates 1,000 Ireland positions, disrupting European services.
  • Ripple crypto custody invites SEC crackdown, triggering client withdrawals within 6-12 months.

What makes BNY unique

  • BNY Wealth integrates Active Wealth framework across investing, taxes, and estate planning.
  • BNY provides multi-generational family office services for complex holdings management.
  • BNY offers global custody and tailored lending for high-net-worth individuals.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Remote Work Options

Unlimited Paid Time Off

Company News

Bournemouth Echo
Sep 21st, 2025
Bank of New York to close Poole office, affecting 200 jobs

Bank of New York to close Poole office, affecting 200 jobs.

Cork's 96FM
Sep 16th, 2025
US finance house to close Cork office

The American financial services firm BNY Mellon, which employs over 1,000 people in Ireland, is to close its office in Cork.

PR Newswire
Sep 3rd, 2025
BNY Announces Pricing of Public Offering of $500,000,000 of Depositary Shares Representing Interests in Preferred Stock

/PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, today announced that it priced an underwritten...

Funds Global Asia
Aug 26th, 2025
AllianceBernstein names CEO and country head for India

AllianceBernstein has appointed Pawan Panjwani as chief executive officer and country head of India, effective immediately.

CoinGape
Jul 9th, 2025
Ripple Taps $2 Trillion AUM BNY Mellon for Custody of RLUSD Reserves

Ripple has partnered with BNY Mellon, a global financial institution managing over $2 trillion in assets, to serve as the primary custodian for RLUSD reserves.

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