Associate, Tax Reporting & Compliance II

BNY; Manchester; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Generous paid leaves

Wellbeing programs

Job summary

A leading financial services company in Manchester is seeking an Associate for Tax Reporting & Compliance II. In this role, you'll manage client tax inquiries and streamline their compliance processes. The ideal candidate will have a background in Business or Finance along with communication proficiency. This position offers competitive compensation and benefits, fostering a collaborative culture within the team.

Qualifications

• Experience in financial-services operations or tax reporting.
• Understanding of global withholding-tax frameworks.
• Proficiency in a second language is a plus.

Responsibilities

• Serve as the main contact for client tax inquiries.
• Review client portfolios and tax documentation.
• Lead client calls to discuss tax matters.

Skills

Exceptional communication

Ability to prioritize tasks

Client-facing experience

Understanding of tax frameworks

Education

Bachelor's degree in Business, Finance, or Tax

2-4 years' experience in financial services

Job description

Associate, Tax Reporting & Compliance II

We are seeking a future team member for the role of Associate, Tax Reporting & Compliance II to join our Client Custody Operations team. This role is located in Manchester, UK.

Responsibilities

• Serve as primary contact point for client tax inquiries—responding accurately and promptly.
• Become your clients’ custody-tax service expert—serving as their primary liaison on withholding-tax rules and processes across key markets and guiding them through market-specific requirements.
• Review client portfolios, tax entitlements and outstanding documentation to identify opportunities, flag risks and communicate clear, actionable guidance.
• Assist clients in completing and submitting tax forms and tracking progress.
• Analyze reclaim activity, prepare summary reports and keep clients updated on outstanding items and recovery timelines.
• Lead client calls to discuss documentation status, market changes and bespoke tax matters, ensuring full transparency and next-step alignment.
• Monitor service metrics and feedback; collaborate with peers and management to design and implement targeted improvement plans.
• Maintain and enhance internal processes, playbooks and training materials to drive standardization, quality and efficiency.
• Contribute to a collaborative culture—sharing knowledge, mentoring peers and championing continuous learning.

Qualifications

• Bachelor’s degree in Business, Finance, Tax or equivalent, or 2–4 years’ experience in financial-services operations or tax reporting—ideally in a client-facing capacity.
• Understanding of global withholding-tax frameworks, the Custody Chain and operational life-cycles.
• Exceptional communicator with the ability to distill technical tax concepts into clear, client-friendly language.
• Highly organized, with proven ability to prioritize competing requests by urgency, complexity and risk.
• Driven by accountability, collaboration and a relentless focus on client success.
• Proficiency in a second language (Spanish/German/French/Dutch or Italian) is a plus.

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

Company Information

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.