Tax Liaison Manager I

  • Competitive
  • Pittsburgh, PA, USA
  • Permanent, Full time
  • BNY Mellon Investment Management
  • 20 Apr 19

Tax Liaison Manager I

The incumbent will manage the day-to-day activities of the assigned group managing priorities, business line expectations and deadlines as well as ensuring compliance with all federal and state tax laws, concentrating on charitable, information, individual and fiduciary tax laws and to act as liaison between PWM's Portfolio Managers and tax-related vendors. The incumbent will be responsible for quarterly review of work from vendors; ongoing communication with business line officers and clients and will conduct formal tax training for new employees and perform and all other human resource related functions for their staff including, but not limited to, performance management, merit planning, etc.


Undergraduate degree in accounting, finance or other business related field. Advanced degree or CPA preferred. A minimum of five years of related tax experience as well as management experience is required. Experience with online research and tax software. Excellent communication and interpersonal skills.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 08399
Job: Wealth Management
Organization: Strategy & Service Delivery-HR06265
Requisition Number: 1904669