Senior Vice President, Global Tax Advisory

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 Management 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 future team member for our Senior Vice President, Global Tax Advisory role located in San Francisco, CA. Hybrid work available.

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

• Advises a broad array and/or more complex set of external investment services clients on compliance with tax regulations and the mitigation and monitoring of tax risk.
• Monitors and researches tax regulations in assigned domiciles that cover a broad geographic span. Analyzes and interprets tax research publications to evaluate potential impact on client tax rates and documentation requirements.
• Researches market best practices related to tax reporting and compliance for specialized entities including those related to transaction taxes, withholding taxes, and statutory taxes. Presents findings to clients and recommends resulting compliance strategies.
• Works with more complex clients and their attorneys and accountants to implement plans to mitigate tax risk.
• Researches new client types to understand their tax requirements and the impact of taxes in all markets where they are invested. Presents findings to team leadership for incorporation into client presentations and recommendations.
• Advises clients on how to best comply with new regulations and proactively addresses any potential issues.
• Partners with Corporate Tax to monitor the regulatory landscape and may assist in developing recommendations for BNY’s approach to regulatory changes. Implements resulting process changes.
• No direct reports. Provides guidance to less experienced team members as needed.
• Contributes to the achievement of area objectives. Supports multiple, complex client accounts.

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

• Bachelors degree J.D. law, accounting, tax degree, or the equivalent combination of education and experience, is required.
• 7-10 years of total work experience preferred. 
• Experience in tax analysis and advisory 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. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $135,900 and $275,000 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 BNYM 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.

This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.