Job Description

Specialist, Tax Reporting & Compliance Representative II

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 #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Specialist, Tax Reporting & Compliance Representative II to join BNY Wealth team. This role is located in Pune.

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

• Provides oversight of work processes related to data gathering and validation, as well as the completion of calculations tied to tax and other regulatory filings.
• Allocates work to the team. Monitors metrics balancing workloads
• Assists clients in addressing tax and/or regulatory questions posed by their investors
• Maximizing their individual contribution and is responsible for function effectively and should coordinate with their colleagues as a team
• Should have an open mind to learn & collaborate.

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

• Post Graduate / MBA Finance
• Strong Decision making ability
• Experience / Knowledge of US Tax would be an added advantage
• Should be comfortable for US shift.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

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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.