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