Senior Vice President, Tax Reporting & Compliance

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

Benefits offered by this job

Competitive compensation

Benefits package

Job summary

BNY is seeking a Senior Vice President in Tax Reporting and Compliance to join the Corporate Trust Structured Finance team in Houston, TX. The role focuses on complex tax and regulatory reporting for mortgage-backed securities, REMICs, and client accounts, with oversight of a specialized team and collaboration with investors and internal partners.

The ideal candidate has a CPA/EA certification, 7–10 years’ experience, and a business- or equivalent degree.

Qualifications

• Bachelor's 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 REMIC reporting.
• Experience in tax reporting and analysis preferred.

Responsibilities

• Perform calculations for complex internal and external clients and complete tax or regulatory reporting to ensure compliance.
• Review tax or regulatory calculations and reporting and advise clients on tax/regulatory cycles.
• Validate data and documentation to complete filings and flag inconsistencies.
• Answer investor and internal questions on tax/regulatory matters.
• Provide oversight and set priorities for a specialized team and align with objectives.
• Support multiple, complex client accounts and contribute to team success.
• Assist director with staff development, scheduling, and process improvements.

Skills

Tax reporting

REMIC reporting

Mortgage-backed securitizations

CPA or Enrolled Agent

Regulatory/compliance insight

Education

Bachelor's degree in business or equivalent

Job description

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.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards

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.

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

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.