Tax Compliance Quality Assurance (TCQA) - Senior Vice President 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 Senior Vice President, TCQA Deposit and Reconciliation Manager to join our Corporate Tax team. This role is in Pittsburgh, PA - hybrid. This is a high-visibility role that partners with senior leadership, advisory, legal, and external vendors to deliver excellence in tax compliance. In this role, you'll make an impact in the following ways:
- Tax Compliance & Reporting:
- 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
- Governance, Risk & Controls
- 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
- Vendor & Technology Oversight:
- 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
- People Leadership:
- 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
To be successful in this role, we're seeking the following:
- 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
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.
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