Overview

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Associate, Tax Reporting & Compliance Representative I to join our team. This role is located in Wroclaw - HYBRID.

Job title in contract: Associate, Tax Reporting & Compliance Representative I

Department/Team overview 

Account Opening Team is part of Operation Utilities department. Team’s main responsibility is validation of Tax Service Questionnaire forms and open Client’s Custody Accounts, basing on information provided, in Tax Documentation System. We deliver professional service on a day-to-day operational basis in terms of regulatory and tax requirements, enriching instructions and processing the necessary documentation to ensure the static data is accurately set up on all BNY systems. Team ensures the resolution of all issues with client facing divisions and Clients on a timely basis, escalating where appropriate to management. 

Working hours – 8:30-17.00

Your role

We have an exciting opportunity for a talented Tax Reporting and Compliance Representative to join our team in Wroclaw. You will be analysing and processing Clients’ Tax Service forms ensuring that they are correct and match regulatory requirements in order to support the daily business responsibilities whilst minimising the potential risk and financial loss in the inherent process.

As a successful candidate you will be given opportunity to acquire and develop knowledge from related fields:

• Working in a team to deliver best possible service related to analysing and maintaining Tax Service Questionnaires
• Work in team to deliver best possible Account opening service to our Clients in daily operations regime 
• Support day-to-day account opening tasks 
• Prepare daily and weekly reports for the team and team leader
• Understanding of the various regulations applicable to the role and the associated control framework related to the maintained documents
• Gathering experience of working in a support role
• Working autonomously with minimal supervision
• Performing quality control tasks within the team
• Generating and providing information to questions from internal clients

Qualifications 

• Strong attention to detail
• Experienced in analyzing client’s documents would be an asset
• Excellent team work skills
• Ability to use initiative and ‘connect the dots’
• Proven organization skills and ability to handle high volumes with tight deadlines
• Fluent English spoken and written (min. B2 level)

At BNY, our culture speaks for itself. Here’s a few of our awards: 

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards: 

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. 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.