Vice President, Tax Reporting & Compliance

We’re seeking a future team member for the role of Vice President, Tax Reporting & Compliance to join our Wealth Tax Team. This role is located in Pittsburgh, PA.

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In this role, you’ll make an impact in the following ways:

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• Help develop and maintain control-oriented operating functions that support Wealth account onboarding, tax setup, tax reporting readiness, fiduciary tax administration, and oversight of key vendor-supported tax activities.
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• Triggering Event Reviews: Assess tax implications of key events (e.g., beneficiary death) across all applicable tax reporting areas; ensure timely updates and accurate treatment.
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• Facilitate effective communication and provide comprehensive support to internal clients, while coordinating client-related matters with the designated Wealth tax vendor.
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• Quality Control (Busy Season): Participate in quality reviews of tax vendor deliverables during peak tax periods; provide feedback and drive corrections.
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• Prospective Client Tax Review: Review tax information for prospective trust clients to support rationale to accept the relationship.
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• GSTT Monitoring and Reporting: Maintain robust monitoring of distributions and taxable terminations; coordinate or review filings (e.g., Form 706, Schedule R/RS and applicable returns) and ensure proper application of GST exemptions and allocations.
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• Fiduciary and Related Filings Oversight: Support or review fiduciary income tax returns (Form 1041) where estate tax positions impact income tax reporting; ensure alignment of deductions, basis, and elections across filings.
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• Refund Recovery and Penalty Abatement: Proactively pursue outstanding refunds from IRS and state authorities; draft advocacy letters, escalate via Taxpayer Advocate Service when appropriate; identify and remediate penalties through documentation and negotiation.
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• IRS/State Controversy Support: Serve as primary liaison for audits, notices, and controversies; gather documentation, prepare responses, coordinate with external advisors, and negotiate favorable resolutions.
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• Process Ownership and Continuous Improvement: Design, document, and refine procedures, checklists, controls, and dashboards for filings, tracking, address changes, successor trustee intake, and state open remainders; eliminate duplicative steps and reduce cycle time.
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• Risk and Control Management: Maintain strong risk culture with timely escalation of issues; ensure complete, accurate, and timely filings; monitor vendor performance; implement controls aligned to policy and regulatory expectations.
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• Front Office and Client Collaboration: Partner with Wealth colleagues across regions; join client/advisor calls to explain tax positions, payment protocols, protective claims, and settlement strategies.
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• Proactively address any potential issues and provide guidance to junior colleagues on tax or regulatory calculations for complex or unprecedented circumstances.
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• This role has no direct reports.
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To be successful in this role, we’re seeking the following:

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• Bachelor's degree in Accounting, Finance, or a related field or the equivalent combination of education and experience required.
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• Typically 5-10 years of experience.
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• Strong analytical and problem-solving skills to address complex tax issues.
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• Excellent communication and interpersonal skills to collaborate effectively with internal and external stakeholders.
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• Proficiency in tax software and Microsoft Office Suite, particularly Excel, to manage and analyze data efficiently.
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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.