Investor Tax Reporting & Automation Specialist

BNY; Wrocław; On-site; PLN 169,923 - 254,885; Full time

Benefits offered by this job

Generous paid leave

Paid volunteer time

Wellbeing programs

Job summary

BNY in Wrocław is seeking an Investor Tax Specialist responsible for accurate investor-level tax reporting. This role involves close collaboration with teams in Fund Accounting and Technology, ensuring regulatory compliance, and supporting process improvements. Candidates should have experience in investor tax or fund accounting, strong attention to detail, and advanced Excel skills. BNY offers competitive compensation, paid leave, and resources to support well-being and financial goals.

Qualifications

• Experience in investor tax, fund accounting, or regulatory reporting.
• Ability to analyze data and propose solutions.
• Ability to meet strict reporting deadlines.

Responsibilities

• Prepare and review investor tax reports.
• Ensure accurate and timely report delivery.
• Investigate and resolve tax reporting discrepancies.
• Support compliance with regulatory expectations.
• Contribute to process standardization and efficiency.

Skills

Experience in investor tax

Good understanding of investment fund structures

Strong attention to detail

Advanced Excel skills

Fluency in English

Education

Degree in Finance, Accounting, Economics or Business

Tools

Alteryx

SQL

VBA

Python

Job description

BNY in Wrocław is seeking an Investor Tax Specialist responsible for accurate investor-level tax reporting. This role involves close collaboration with teams in Fund Accounting and Technology, ensuring regulatory compliance, and supporting process improvements. Candidates should have experience in investor tax or fund accounting, strong attention to detail, and advanced Excel skills. BNY offers competitive compensation, paid leave, and resources to support well-being and financial goals.