Vice President, Global Tax Advisory II

VP, Global Tax Advisory

Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets.

Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace.

Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

As a leading wealth manager, BNY Wealth is focused on helping successful individuals and their families build, manage, and sustain their wealth across generations and market cycles.

Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.

S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We're seeking a future team member for the role of VP, Global Tax Advisory, to join our Wealth Management team. This role is located in New York, NY (HYBRID).

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

• Monitor and research tax laws, regulations, and rulings in assigned domiciles.
• Analyze and interpret tax research publications to evaluate potential impact on client tax rates and documentation requirements.
• Research market best practices related to compliance and reporting of transaction taxes, withholding taxes, and statutory taxes.
• Work with clients and their attorneys and accountants to implement plans to mitigate tax risk.
• Review and summarize clients' estate planning documents, identifying areas for update and improvement based on relevant federal and state laws.
• Model transfer tax and net worth impact of wealth planning techniques such as IDGTs, CRTs, CLTs, GRATs, QPRTs, and DAFs / private foundations.
• Promote thought leadership both internally and externally.

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

• Bachelor's degree with J.D. is required.
• 5+ years of total work experience preferred.
• Financial Services experience, with Ultra High Net Worth client exposure, preferred.
• Strong analytical and problem-solving skills, experience working in a highly detail-oriented environment, proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.

At BNY, our culture speaks for itself. Here's a few of our awards :

• America's Most Innovative Companies, Fortune, 2024
• World's Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024.
• Best Places to Work for Disability Inclusion, Disability : IN - 100% score, 2023-2024.

Most Just Companies", Just Capital and CNBC, 2024

• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg's Gender Equality Index (GEI), 2023

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 base salary for this position is expected to be between $113,100 and $209,400 per year at the commencement of employment.

However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

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