Posted 17 days ago
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BNY Mellon is hiring an Associate on the Wealth Management Operations team to support tax reporting and regulatory compliance. The role involves performing tax calculations, preparing standard filings, gathering documentation, and assisting clients with routine tax and regulatory questions. The position requires coordinating implementation of client tax plans, ensuring deadlines are met, and determining liabilities and withholdings. This is an entry-level role based in Pittsburgh, PA and is suitable for candidates with a bachelor’s degree and up to a few years of experience.
- Compensation
- Not specified
- City
- Pittsburgh
- Country
- United States
Currency: Not specified
Full 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 and champions of inclusion, 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.
We’re seeking a future team member for the role of Associate, Tax Reporting & Compliance II to join our Wealth Management Operations team. This role is located in Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:
- Assist with performance of calculations for internal and/or external clients and completion of tax reporting or other regulatory filing requirements to ensure compliance with state and national regulations.
- Assist with the implementation of client plans for the tax and/or regulatory cycle and ensure deadlines are met.
- Gather data and documentation to complete standard filings. Determine liabilities, withholdings, and other calculations for internal or external clients.
- Answer routine questions from clients regarding tax and/or regulatory calculations and reporting. Assist clients in addressing tax and regulatory questions posed by their investors.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in a business discipline or the equivalent combination of education and experience is required.
- 0-3 years of total work experience preferred.
- Tax reporting and analysis experience preferred.
- No direct reports.
At BNY, our culture speaks for itself, check out the latest BNY news at:
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Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
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.
