Senior Representative, Tax Management Senior Representative, Tax Management …

BNY Mellon
in Jersey City, NJ, United States
Permanent, Full time
Be the first to apply
Competitive
BNY Mellon
in Jersey City, NJ, United States
Permanent, Full time
Be the first to apply
Competitive
Senior Representative, Tax Management
Provides quality client service and support to Pershing clients on a daily basis. Responsibilities may include reconciliation, responding to client inquires, process tax withholding, daily balancing of cost basis and tax, and retirement, domestic, foreign tasks which may be complex. Performs (sometimes complex) operational tasks in functional area, including processing of reconciliation for all asset types, client service requests, balancing, and various tax processes. Conducts independent analysis and policy interpretation. Maintains account information in accordance with applicable regulations and Pershing policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks Provides product knowledge and technical assistance as necessary. Qualifications Secondary education (high school diploma or equivalent) or equivalent work experience preferred,, Bachelor's degree preferred 3-5 years of experience preferred,, experience in a primary process/product in a brokerage environment is a plus BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United States-New Jersey-Jersey City Internal Jobcode: 09369 Job: Operations Organization: Pershing Domestic-HR06431 Requisition Number: 2109875
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