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BNY Mellon

Opportunities within Tax Documentation Team

Wroclaw, Poland


BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations, or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.

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Department/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 clients 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 tax requirements due to exposure on tax documentation from all over the world. This position will also allow you to learn various aspects of working withing Banking / Financial sector as Tax department needs to work closely with many internal stake holders such as other Asset Servicing / Operations teams, Risk, Compliance or 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 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 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.
As a successful candidate you will be given opportunity to acquire and develop knowledge from related fields:
  • Working in a team to deliver best possible tax documentation service to our clients, both in daily operations regime, as well as annual reporting tasks,
  • Supporting day-to-day tax activities, including account static data setup and maintenance,
  • Working on a tax documentation from various countries all over the world,
  • Providing information to questions from internal clients,
  • Interacting with other internal or external stakeholders,
  • Continuously improving the way we work,
  • At 2-4 years related experience in Financial Services industry (it depends on the position)
  • 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
  • A ward-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)
This is a general requisition, the exact role will be determined during the application process; you will be aligned to a role that best matches your interests and skills.

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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:

Client-provided location(s): Wrocław, Poland
Job ID: BNY_Mellon-33248
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program