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The incumbent assists in managing the day-to-day risk and compliance efforts for the Trust Tax group related to regulatory and legal policies, procedures, practices, tax reporting requirements, vendor management and data integrity. S/he works to identify business risk and data integrity issues, develop and implement effective controls and routinely assess the department s existing operational control environments. S/he is responsible for proactively identifying process improvement needs, and initiating efforts to improve efficiencies, controls, and internal/external communications with the tax vendor. The incumbent ensures compliance with all federal/state/local withholding and reporting tax regulations in partnership with Corporate Tax. S/he manages data retention, systems access reviews, formal risk assessments and business recovery efforts for Trust Tax Group. S/he coordinates internal and external audits and quality control reviews and ensures that any issues are resolved in a timely manner. S/he monitors daily correspondence received from external regulatory agencies to ensure that appropriate action is taken in a timely manner to avoid operational losses. S/he will respond to internal and external client inquiries in a timely manner to ensure total customer satisfaction. S/he will frequently participate in complex data analysis projects as directed by management. S/he will demonstrate proven leadership with the ability to influence peers and management to drive organizational agreement on data integrity, operational efficiency, business continuity and vendor management. S/he is responsible for collecting, reviewing and providing management with statistical operational data and quality control testing results along with reporting on outstanding vendor issues. SQL Language experience is preferred.
Qualifications The qualified candidate will have a bachelor's degree in a business related area or previous accounting and data analysis experience. Specialized knowledge of and experience with database management systems and tax reporting obligations, quality control, or tax compliance experience preferred. S/he should have technical skills including an understanding of custody and accounting systems. S/he should possess excellent problem-solving skills, analytical abilities, and strong oral and written communication skills. Needs to be a self starter and work independently. Must consistently exhibit the ability to handle stressful situations while maintaining a professional approach to problem solving. Ability to deal with sensitive, confidential information required. Proven ability to manage numerous projects simultaneously (multi-tasking). Must have excellent interpersonal, communication (verbal/written), presentation, and consultative skills in order to influence and impact business decisions over which the incumbent has no direct authority. SQL Language experience is preferred. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Primary Location: United States-Pennsylvania-Pittsburgh Internal Jobcode: 30213 Job: Wealth Management Organization: Strategy & Service Delivery-HR06265 Requisition Number: 2002321