Overview

BNY Mellon powers individuals and institutions to succeed in the global economy providing investment management, investment services and wealth management. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).

With a dedicated business presence on six continents and in 35 countries, BNY Mellon delivers global scale at the local level.

The Global Delivery Centre in Wroclaw is a growing location, predominately providing support services to BNY Mellon entities in the areas of fund accounting and investment operations.

Team overview

Tax Documentation Team is a part of the Tax & Documentation department which is responsible for end-to-end processes related to Tax Services offered by BNY Mellon.

The team is responsible for maintaining tax documentation process which is crucial to ensure clients investments are treated with appropriate tax rate under the Double Taxation Agreement conditions between client’s country of residence and country of their investment, or under the Domestic Law of the client’s country of investment. Team is responsible to ensure that all processes are in line with internal policies and procedures, as well as any external regulations.

Your role

Tax Documentation specialist is a challenging position in an interesting field. This position will bring you opportunities to learn more about worldwide withholding tax requirements due to exposure to withholding tax documentation from all over the world. This position will also allow you to learn various aspects of working within Banking / Financial sector as Tax department needs to work closely with many internal stake holders such as other Asset Servicing / Operations teams, Risk, Compliance, Client Service teams or even with external Sub Custodians. This position therefore require that processes are carried in a professional, safe, and procedural manner which together with good balance of autonomy and complexity will allow you to strengthen your professional work ethics, your attention to details, your problem solving and communication skills. Due to never ending changes in the financial markets, assets, and tax regulations from all over the world, this position has also very high growing and continuous learning potential.

• Your day-to-day responsibilities will be oriented around process of maintaining withholding tax documentation from all over the world.
• You will ensure all necessary tax or other applicable documentation is on file and is processed in a timely manner to prevent any negative client or company impact.
• You will ensure that relevant databases and client files remain up to date.
• You will play an active role in developing and documenting procedures and ensuring they remain up to date.
• You will be also encouraged to actively identify potential process improvements by such means as automation, cost reduction or revenue generation and make appropriate recommendations to management.
• You will also have the opportunities to lead tax documentation projects which would require to be carried in a professional manner.
• You will contribute to compilation of periodic department status reports
• For all the above you will also need to efficiently communicate / collaborate with internal and external stakeholders.

Qualifications

• At 1-3 years related experience in Financial Services industry,
• University Degree preferably in a financial related area,
• Communicative in English,
• An attitude of Accountability, Flexibility and Adaptability, attention to details, and ability to escalate in an effective and timely fashion,
• Ability to understand dynamic and complex local market regulations, procedures, and practices,
• Experience using Microsoft Office products.
• Analytical and Critical thinking
• Problem solving attitude

Our offer

• Full time contract of employment
• City Centre locations close to main railway station and flexible working arrangements
• Flexible benefits package, including life and medical insurance, health screening, fitness discount programme, employee assistance program
• Award-winning Wellbeing Program supporting you with your unique health and wellbeing needs
• Pension scheme
• On-site childcare and a parental buddy programme
• Exciting opportunities for career and global mobility
• Diverse and inclusive environment
• Employee Referral Program
• Recognition programmes
• A multitude of opportunities to get involved in charity projects and Employee Resource Groups (ERGs)

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.