Senior Vice President, Tax Reporting & Compliance

BNY Mellon; Houston (TX); On-site; USD 180,000 - 280,000; Full time

Job summary

BNY Mellon seeks a Senior Vice President of Tax Reporting and Compliance for the Corporate Trust Structured Finance team in Houston, TX. You will lead complex tax reporting, oversee REMIC-related processes, and guide a specialized group through regulatory cycles.

Mission includes ensuring accurate filings, addressing investor inquiries, and driving improvements in data quality and reporting controls for multiple client accounts.

Qualifications

• Bachelor's degree in a business discipline or equivalent experience.
• CPA or Enrolled Agent certification required.
• 7–10 years of total work experience.
• Experience with mortgage-backed securitizations and REMIC reporting.
• Tax reporting and analysis experience preferred.

Responsibilities

• Perform calculations for complex internal and external clients and complete tax/regulatory reporting.
• Review tax and regulatory calculations and help clients plan for cycles.
• Validate data and filings, flag inconsistencies for review.
• Answer investor and internal questions on tax/regulatory matters.
• Provide oversight and set priorities for a specialized team.
• Contribute to achieving team objectives and support multiple client accounts.
• Assist director with staff development, scheduling, and implementing new processes.

Skills

Tax reporting

Regulatory reporting

Client communications

Education

Bachelor's degree in business discipline

CPA or Enrolled Agent

Job description

We're seeking a future team member for the role of Senior Vice President, Tax Reporting and Compliance to join our Corporate Trust Structured Finance team. This role is located in Houston, Texas.

In this role, you'll make an impact in the following ways:

• Perform calculations for the most specialized and/or complex internal and/or external clients and complete tax or other regulatory reporting to ensure compliance with federal and state regulations.
• Review tax and or other regulatory calculations and reporting prepared by more junior colleagues and work with clients to plan for the tax and/or regulatory cycle.
• Validate data and documentation to complete filings and flag data inconsistencies for review.
• Answer questions from investors and/or internal parties regarding tax and/or regulatory questions.
• Provides oversight and sets priorities for a specialized team
• Contribute to the achievement of team objectives.
• Support multiple, complex client accounts.
• Assist director in staff development, scheduling, implementation of new processes, and problem resolution.

To be successful in this role, we're seeking the following:

• Bachelors degree in a business discipline or the equivalent combination of education and experience is required.
• Certified Public Accountant or Enrolled Agent certification
• 7-10 years of total work experience.
• Experience with mortgage-backed securitizations and Real Estate Mortgage Investment Conduit (REMIC) reporting.
• Experience in tax reporting and analysis preferred.