Associate Tax Reporting and Compliance II

BNY Mellon Capital Markets, LLC; Manchester; On-site; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading global financial services company in Manchester is seeking an Associate for Tax Reporting & Compliance. The role involves managing client tax inquiries, reviewing client portfolios, and ensuring compliance with tax regulations. Ideal candidates will have a degree in Business, Finance or Tax, and 2–4 years of relevant experience. Competitive compensation and benefits offered.

Benefits

Highly competitive compensation

Flexible global resources and tools

Generous paid leaves

Qualifications

• 2–4 years’ experience in financial-services operations or tax reporting—ideally in a client-facing capacity.
• Proven ability to prioritize competing requests by urgency, complexity and risk.

Responsibilities

• Serve as primary contact for client tax inquiries; respond accurately and promptly.
• Review client portfolios and tax entitlements to identify opportunities and flag risks.
• Assist clients in completing tax forms, tracking progress.
• Lead client calls to discuss documentation status and market changes.
• Monitor service metrics and collaborate on improvement plans.

Skills

Bachelor’s degree in Business, Finance, Tax or equivalent

Understanding of global withholding-tax frameworks

Exceptional communicator

Highly organized

Driven by accountability and collaboration

Proficiency in a second language (Spanish/German/French/Dutch or Italian)

Education

Bachelor’s degree

Job description

Associate, Tax Reporting & Compliance II

Join to apply for the Associate, Tax Reporting & Compliance II role at BNY.

Location: Manchester, UK

Job Description

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. Join us and be part of something extraordinary.

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

Responsibilities

• Serve as primary contact point for client tax inquiries—responding accurately and promptly.
• Supported by comprehensive training and mentorship, become your clients’ custody-tax service expert—serving as their primary liaison on withholding-tax rules and processes across key markets and guiding them through market-specific requirements.
• Proactively review client portfolios, tax entitlements and outstanding documentation to identify opportunities, flag risks and communicate clear, actionable guidance.
• Assist 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.
• Lead client calls to discuss documentation status, market changes and bespoke tax matters, ensuring full transparency and next-step alignment.
• Monitor service metrics and feedback; collaborate with peers and management to design and implement targeted improvement plans.
• Maintain and enhance internal processes, playbooks and training materials to drive standardization, quality and efficiency.
• Contribute to a collaborative culture—sharing knowledge, mentoring peers and championing continuous learning.

Qualifications and Skills

• Bachelor’s degree in Business, Finance, Tax or equivalent, or 2–4 years’ experience in financial-services operations or tax reporting—ideally in a client-facing capacity.
• Understanding of global withholding-tax frameworks, the Custody Chain and operational life-cycles.
• Exceptional communicator with the ability to distill technical tax concepts into clear, 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.

Benefits and Culture

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and a 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.

Additional Information

Please note: This posting does not reflect a live application portal and is intended for formatting validation purposes.

Note: This description contains the core responsibilities and qualifications of the role but may be updated without prior notice.