Sr. Tax Documentation Splst Job
Bank of New York Mellon - East Syracuse, NY

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Apply now BNY Mellon Date: Dec 13, 2012 Location: East Syracuse, NY, US Sr. Tax Documentation Splst (Job Number: 1211049)BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team.

BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at Mellon Asset Servicing assists clients worldwide to enhance the management, administration and oversight of their entire investment process by giving them the tools and information they need to make better decisions.DescriptionThe East Syracuse, NY location of BNYMellon is seeking qualified candidates for the position of Sr. Tax Documentation Specialist in Tax Group of Asset Servicing's Global Client Service delivery. The incumbent is responsible for processing documentation for new accounts and existing relationships with expiring documents or changes in circumstances requiring a re-documenting of the account.

S/He will receive in documentation, ensure that the information matches the bank records such as client contracts and review it for validity. The incumbent will ensure that all Bank of New York Mellon account maintenance systems are coded with the correct tax reporting information. The Specialist will research, review and coordinate the resolution of invalid, missing, or expiring tax documentation for both Global and Domestic accounts. It is expected that the Senior Specialist will work with greater independence.

The incumbent will act as a contact for ongoing communication with the RMs/CSRs from several different countries via phone and/or email to resolve any discrepancies with regards to tax documentation and tax coding; will be expected to perform account maintenance research and resolution for all other tax-related responsibilities as assigned by the Manager; escalate complex tax documentation issues and questions to the organization's Corporate Tax Department as directed by Management; and provide the first level of training for the Tax Documentation Specialist.QualificationsThe qualified candidate will possess a BA/BS degree and 2-4 years of related Tax documentation experience.Working knowledge of Taxation with the desire to learn Tax regulations and regulatory changes.Ability to accurately and independently validate tax certifications.Advanced knowledge of Microsoft Office Suite of Products (i.e. Word, Excel and Access).Strong written and verbal communication skills to interact with management, clients and regulators on escalated matters.Must possess strong analytical skills.Must be able to work as an integral member of a team, as well as work with junior staff members for the overall benefit of the team's knowledge base and regulatory compliance.Ability to work under pressure, handle multiple tasks in compressed timeframe, with extended working hours during seasonal volume peaks.Must be detail oriented and well organized.Must have an understanding of custody and accounting systems.The ability to handle confidential information and customer service orientation is a must.Primary Location: United States-USA-NY-East SyracuseInternal Jobcode: 31959Job: Asset ServicingOrganization: Global Client Service Delivery-HR06406 Nearest Major Market: Syracuse Job Segments: Accounting, Banking, Bank, Law, Tax, Finance, Legal Apply now Find similar jobs: Bank Jobs in Syracuse, Central New York Jobs, Finance Jobs in Syracuse, Investment Services, Investment Services Jobs

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