Full-Time

Senior Vice President

Tax Compliance Quality Assurance, Tcqa

Posted on 10/31/2025

BNY

BNY

Global asset management and financial advisory

No salary listed

Pittsburgh, PA, USA

In Person

Category
Accounting (1)
Requirements
  • Bachelor’s degree in Accounting, Finance, or related field; CPA or MST preferred
  • 10–12 years of experience in tax compliance, reporting or accounting, ideally within financial services
  • Deep knowledge of IRS regulations (e.g. FATCA, NRA, TEFRA)
  • Experience in tax operations, tax compliance or accounting preferred
  • Experience with Sovos or similar tax reporting systems
  • Strong leadership, analytical, and communication skills
  • Ability to manage audits, lead teams, and drive process improvements
Responsibilities
  • Manage a team to support daily federal and state non-payroll withholding tax deposits, including Forms 945 and 1042 for various BNY entities
  • Oversee the preparation and filing of extensions (e.g., 1099, 1042-S, 8966) and ensure timely, accurate submissions across various BNY entities
  • Oversee the governance and manage the FATCA/8966 Intergovernmental Agreement reporting process
  • Perform and drive internal compliance testing on business units tax processes
  • Works with Internal Risk and Governance team and senior management to ensure that the appropriate corporate tax policies, methods, standards, processes, metrics, reporting and training are developed, applied and understood by impacted stakeholders
  • Manage the tracking, research and draft responses to all IRS and state notices/inquiries on impacted BNY entities for IRW team review
  • Coordinate with business the remediation of annual IRS Name/Tax Identification (TIN) mismatches, including B and C-Notices
  • Liaise with Internal Audit to request ad-hoc audits as well as review results of regular annual audits where they pertain to business units' tax withholding and information reporting processes
  • Ensure procedures are maintained for TCQA key processes
  • Serve as the primary liaison for Forms 1099 and 1042-S reporting (supporting business units with client mailings, state and federal tax filings) and managing vendor governance
  • Lead automation initiatives within team to streamline deposit, reconciliation and reporting processes by driving innovations via the BNY AI and automation framework
  • Manage a team and mentor junior staff on tax processes, fostering their growth and building a strong team and sustainable talent pipeline
  • Conduct annual and ad-hoc training for business units and tax operations partners in key deposit and reporting functions
Desired Qualifications
  • CPA or Master of Science in Taxation preferred

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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