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28 Feb 2023

Full-Time Principal, Corporate Tax

BNY Mellon – Posted by BNY Mellon New York, New York, United States

Job Description

partner area.

The Project Manager will:

  • Work with Corporate Tax, technology, vendors, and external accounting firms to gather facts and develop strategies to ensure compliance with Tax Information Reporting and Withholding (IRW) procedures
  • Work with teams to optimize tax processes and leverage technology
  • Manage the build out and phased roll out of an electronic Form W-9 / W-8 platform and a wide range of other tax regulatory projects
  • Manage and oversee end-to-end project management activities such as project reporting, project planning, issue/risk identification and tracking, scope management, estimation, client management, relationship management and other project documentation preparation for projects of medium to high complexity.
  • Assist in the development of detailed project plans and project scheduling including goals definition, risk management and resource allocation. Monitors project results for significant deviations
  • Perform research to provide senior management with recommendations and opinions by applying tax concepts
  • Works with management to identify the most relevant Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs)
  • Monitor and manage business performance and reviews and ensures accuracy with the metrics tracking mechanisms and develops solutions from the outcomes of the scorecard reporting
  • Oversee, mentor and trains junior tax staff on specific aspects of tax regulations, tax reporting, accounting, and compliance matters

Responsibilities are primarily specialized to address the corporate tax needs for major tax IRW strategic initiatives.

Required Qualifications

  • Experience with Tax technology and implementing large strategic firmwide initiatives
  • Experience documenting technical requirements/stories in JIRA and cross referencing them back to the business requirement
  • Managing and coordinating multiple projects simultaneously across different lines of business and functional areas
  • Collating project decks and leading meetings with different stakeholders and lines of business
  • Developing test script and performing user acceptance testing (UAT)
  • Tax operating model transformation, including process improvements
  • Ability to interact effectively with senior stakeholders across the organization
  • Excellent oral and written communication skills
  • Proficiency in MS Word, Excel, PowerPoint, and Visio

Preferred qualifications include experience/familiarity with:

  • Tax Information Reporting and Withholding (e.g., 1446f, FATCA, NRA, BUW, 8966 Reporting)
  • IRS Tax forms W-8 and W-9, due diligence, and various tax onboarding, withholding reporting requirements
  • Developing test script and performing user acceptance testing (UAT)
  • Automation (e.g., including robotics, artificial intelligence, UI Path)
  • Project Management Professional (PMP) certification and/or Prince2 certification
  • Big 4 experience
  • Experience with PowerBI, Power Query, Python, Tableau,

Bachelor s Degree or the equivalent combination of education and experience is required. 10-12 years of total work experience in tax compliance and/or project management preferred.  No direct reports.

How to Apply

Job Types: Full-Time.

Job expires in 6 days.

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