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HomeCompaniesEofe Fa Us2 Oraclecloud Com CX 3001Senior Vice President, Tax Reporting & Compliance

Senior Vice President, Tax Reporting & Compliance

Eofe Fa Us2 Oraclecloud Com CX 3001 · Pittsburgh, PA, United States; 500 Ross Street,Pittsburgh,PA, Pittsburgh, PA, US; 3333 Richmond Road,Beachwood,OH, Beachwood, OH, US; 10 Mason Street,Greenwich,CT, Greenwich, CT, US; 3300 PGA Boulevard,Palm Beach Gardens,FL, Palm Beach Gardens, FL, US; 4488 BOY SCOUT BOULEVARD,Tampa,FL, Tampa, FL, US; 3050 Peachtree Road, NW, Atlanta,GA, Atlanta, GA, US; 2229 San Felipe,Houston,TX, Houston, TX, US; 601 Travis Street,Houston,TX, Houston, TX, US; 1201 3rd Avenue,Seattle,WA, Seattle, WA, US · Active · $104,000–$149,000 / day · Oracle Recruiting Cloud / Fusion HCM

Job facts

FieldValue
CompanyEofe Fa Us2 Oraclecloud Com CX 3001
TitleSenior Vice President, Tax Reporting & Compliance
Normalized title-
Department / teamTax Reporting & Compliance
LocationPittsburgh, PA, United States
Work model-
Employment typeFull Time
Salary$104,000–$149,000 / day
Statusactive
ATS providerOracle Recruiting Cloud / Fusion HCM
Posted / first seen2026-03-23 / 2026-05-31
Changed / last seen2026-05-31 / 2026-06-06

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City jobsActive postings in Pittsburgh.Open
Department jobsActive postings in Tax Reporting & Compliance.Open
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Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyEofe Fa Us2 Oraclecloud Com CX 3001
Sourcebf2e8175-cd81-4923-b14c-80b51851d21d
ATS providerOracle Recruiting Cloud / Fusion HCM

Description

Description Senior Vice President, Tax Reporting and Compliance 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 Senior Vice President, Tax Reporting and Compliance to join our Wealth Management team. This role may be located in Pittsburgh, PA; Atlanta, GA; Beachwood, OH; Denver, CO; Greenwich, CT; Houston, TX; Seattle, WA; Tampa, FL; or West Palm Beach, FL. In this role, you’ll make an impact in the following ways: Estate Tax Compliance Ownership: Lead preparation, review, and filing coordination of federal Form 706, with accurate valuation, deductions, elections, and timely submissions; manage related state inheritance/death tax filings. GSTT Monitoring and Reporting: Maintain robust monitoring of distributions and taxable terminations; coordinate or review filings (e.g., Form 706, Schedule R/RS and applicable returns) and ensure proper application of GST exemptions and allocations. Fiduciary and Related Filings Oversight: Support or review fiduciary income tax returns (Form 1041) where estate tax positions impact income tax reporting; ensure alignment of deductions, basis, and elections across filings. Form 8971 / Cost Basis Reporting: Own end-to-end process to track reportable assets and work with internal stakeholders and tax vendor(s) to ensure accurate beneficiary statements and basis consistency. Refund Recovery and Penalty Abatement: Proactively pursue outstanding refunds from IRS and state authorities; draft advocacy letters, escalate via Taxpayer Advocate Service when appropriate; identify and remediate penalties through documentation and negotiation. IRS/State Controversy Support: Serve as primary liaison for audits, notices, and controversies; gather documentation, prepare responses, coordinate with external advisors, and negotiate favorable resolutions. Process Ownership and Continuous Improvement: Design, document, and refine procedures, checklists, controls, and dashboards for filings, tracking, address changes, successor trustee intake, and state open remainders; eliminate duplicative steps and reduce cycle time. Risk and Control Management: Maintain strong risk culture with timely escalation of issues; ensure complete, accurate, and timely filings; monitor vendor performance; implement controls aligned to policy and regulatory expectations. Front Office and Client Collaboration: Partner with Estate Settlement Officers and Wealth colleagues across regions; join client/advisor calls to explain tax positions, payment protocols, protective claims, and settlement strategies. Proactively address any potential issues and provide guidance to junior colleagues on tax or regulatory calculations for complex or unprecedented circumstances. This role has no direct reports. To be successful in this role, we’re seeking the following: Bachelor’s degree in Accounting, Finance, Tax, or related field; advanced credentials preferred (CPA, EA, JD, or LL.M. in Taxation). 7+ years of progressive experience in estate, gift, and trust taxation (public accounting, law firm, or wealth/trust company environment). Demonstrated autonomy in owning complex estate tax matters, with a track record of timely filings, issue resolution, and stakeholder communication. Expert knowledge of federal estate tax, GSTT mechanics, and state inheritance/death tax regimes; strong understanding of fiduciary income tax interactions. Proficiency with tax research platforms and preparation tools; advanced Excel skills and strong documentation discipline. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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 assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $104,000 and $149,000 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 BNY 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. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/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.

Full job record

Job ID882e7717909e6953ac009c118e8b010f062d40cf
Org ID937ddbf5-080a-431b-b8cb-8fb58c3af8c6
Source IDbf2e8175-cd81-4923-b14c-80b51851d21d
Board IDbf2e8175-cd81-4923-b14c-80b51851d21d
Provideroracle_hcm
Provider Job Key75680
TitleSenior Vice President, Tax Reporting & Compliance
Normalized Title
Statusactive
Activeyes
Location TextPittsburgh, PA, United States; 500 Ross Street,Pittsburgh,PA, Pittsburgh, PA, US; 3333 Richmond Road,Beachwood,OH, Beachwood, OH, US; 10 Mason Street,Greenwich,CT, Greenwich, CT, US; 3300 PGA Boulevard,Palm Beach Gardens,FL, Palm Beach Gardens, FL, US; 4488 BOY SCOUT BOULEVARD,Tampa,FL, Tampa, FL, US; 3050 Peachtree Road, NW, Atlanta,GA, Atlanta, GA, US; 2229 San Felipe,Houston,TX, Houston, TX, US; 601 Travis Street,Houston,TX, Houston, TX, US; 1201 3rd Avenue,Seattle,WA, Seattle, WA, US
DepartmentTax Reporting & Compliance
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionPA
CityPittsburgh
Salary RawDescription Senior Vice President, Tax Reporting and Compliance 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 Senior Vice President, Tax Reporting and Compliance to join our Wealth Management team. This role may be located in Pittsburgh, PA; Atlanta, GA; Beachwood, OH; Denver, CO; Greenwich, CT; Houston, TX; Seattle, WA; Tampa, FL; or West Palm Beach, FL. In this role, you’ll make an impact in the following ways: Estate Tax Compliance Ownership: Lead preparation, review, and filing coordination of federal Form 706, with accurate valuation, deductions, elections, and timely submissions; manage related state inheritance/death tax filings. GSTT Monitoring and Reporting: Maintain robust monitoring of distributions and taxable terminations; coordinate or review filings (e.g., Form 706, Schedule R/RS and applicable returns) and ensure proper application of GST exemptions and allocations. Fiduciary and Related Filings Oversight: Support or review fiduciary income tax returns (Form 1041) where estate tax positions impact income tax reporting; ensure alignment of deductions, basis, and elections across filings. Form 8971 / Cost Basis Reporting: Own end-to-end process to track reportable assets and work with internal stakeholders and tax vendor(s) to ensure accurate beneficiary statements and basis consistency. Refund Recovery and Penalty Abatement: Proactively pursue outstanding refunds from IRS and state authorities; draft advocacy letters, escalate via Taxpayer Advocate Service when appropriate; identify and remediate penalties through documentation and negotiation. IRS/State Controversy Support: Serve as primary liaison for audits, notices, and controversies; gather documentation, prepare responses, coordinate with external advisors, and negotiate favorable resolutions. Process Ownership and Continuous Improvement: Design, document, and refine procedures, checklists, controls, and dashboards for filings, tracking, address changes, successor trustee intake, and state open remainders; eliminate duplicative steps and reduce cycle time. Risk and Control Management: Maintain strong risk culture with timely escalation of issues; ensure complete, accurate, and timely filings; monitor vendor performance; implement controls aligned to policy and regulatory expectations. Front Office and Client Collaboration: Partner with Estate Settlement Officers and Wealth colleagues across regions; join client/advisor calls to explain tax positions, payment protocols, protective claims, and settlement strategies. Proactively address any potential issues and provide guidance to junior colleagues on tax or regulatory calculations for complex or unprecedented circumstances. This role has no direct reports. To be successful in this role, we’re seeking the following: Bachelor’s degree in Accounting, Finance, Tax, or related field; advanced credentials preferred (CPA, EA, JD, or LL.M. in Taxation). 7+ years of progressive experience in estate, gift, and trust taxation (public accounting, law firm, or wealth/trust company environment). Demonstrated autonomy in owning complex estate tax matters, with a track record of timely filings, issue resolution, and stakeholder communication. Expert knowledge of federal estate tax, GSTT mechanics, and state inheritance/death tax regimes; strong understanding of fiduciary income tax interactions. Proficiency with tax research platforms and preparation tools; advanced Excel skills and strong documentation discipline. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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 assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $104,000 and $149,000 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 BNY 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. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/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.
Salary Min104,000
Salary Max149,000
Salary CurrencyUSD
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Source URLhttps://eofe.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_3001/job/75680
Apply URLhttps://eofe.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_3001/job/75680
First Seen At2026-05-31 18:11:44Z
Last Seen At2026-06-06 11:35:20Z
Last Checked At2026-06-06 11:35:20Z
Last Changed At2026-05-31 18:11:44Z
Inactive At
Source Posted At2026-03-23 16:51:12Z
Source Updated At
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    "ExternalDescriptionStr": "<p><span>Senior Vice President, Tax Reporting and Compliance</span></p>\n<p><span>At BNY, our culture allows us to run our company better and enables employees’ growth and success.&nbsp;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.</span></p>\n<p><span>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.</span></p>\n<p><span>We’re seeking a future team member for the role of Senior Vice President, Tax Reporting and Compliance to join our Wealth Management team. This role may be located in Pittsburgh, PA; Atlanta, GA; Beachwood, OH; Denver, CO; Greenwich, CT; Houston, TX; Seattle, WA; Tampa, FL; or West Palm Beach, FL.</span></p>\n<p><span>In this role, you’ll make an impact in the following ways:</span></p>\n<ul>\n <li><span>Estate Tax Compliance Ownership: Lead preparation, review, and filing coordination of federal Form 706, with accurate valuation, deductions, elections, and timely submissions; manage related state inheritance/death tax filings.</span></li>\n <li><span>&nbsp;GSTT Monitoring and Reporting: Maintain robust monitoring of distributions and taxable terminations; coordinate or review filings (e.g., Form 706, Schedule R/RS and applicable returns) and ensure proper application of GST exemptions and allocations.</span></li>\n <li><span>Fiduciary and Related Filings Oversight: Support or review fiduciary income tax returns (Form 1041) where estate tax positions impact income tax reporting; ensure alignment of deductions, basis, and elections across filings.</span></li>\n <li><span>Form 8971 / Cost Basis Reporting: Own end-to-end process to track reportable assets and work with internal stakeholders and tax vendor(s) to ensure accurate beneficiary statements and basis consistency.</span></li>\n <li><span>Refund Recovery and Penalty Abatement: Proactively pursue outstanding refunds from IRS and state authorities; draft advocacy letters, escalate via Taxpayer Advocate Service when appropriate; identify and remediate penalties through documentation and negotiation.</span></li>\n <li><span>IRS/State Controversy Support: Serve as primary liaison for audits, notices, and controversies; gather documentation, prepare responses, coordinate with external advisors, and negotiate favorable resolutions.</span></li>\n <li><span>Process Ownership and Continuous Improvement: Design, document, and refine procedures, checklists, controls, and dashboards for filings, tracking, address changes, successor trustee intake, and state open remainders; eliminate duplicative steps and reduce cycle time.</span></li>\n <li><span>Risk and Control Management: Maintain strong risk culture with timely escalation of issues; ensure complete, accurate, and timely filings; monitor vendor performance; implement controls aligned to policy and regulatory expectations.</span></li>\n <li><span>Front Office and Client Collaboration: Partner with Estate Settlement Officers and Wealth colleagues across regions; join client/advisor calls to explain tax positions, payment protocols, protective claims, and settlement strategies.</span></li>\n <li><span>Proactively address any potential issues and provide guidance to junior colleagues on tax or regulatory calculations for complex or unprecedented circumstances.</span></li>\n <li><span>This role has no direct reports.</span></li>\n</ul>\n<p><span>To be successful in this role, we’re seeking the following:</span></p>\n<ul>\n <li><span>Bachelor’s degree in Accounting, Finance, Tax, or related field; advanced credentials preferred (CPA, EA, JD, or LL.M. in Taxation).</span></li>\n <li><span>7+ years of progressive experience in estate, gift, and trust taxation (public accounting, law firm, or wealth/trust company environment).</span></li>\n <li><span>Demonstrated autonomy in owning complex estate tax matters, with a track record of timely filings, issue resolution, and stakeholder communication.</span></li>\n <li><span>Expert knowledge of federal estate tax, GSTT mechanics, and state inheritance/death tax regimes; strong understanding of fiduciary income tax interactions.</span></li>\n <li><span>&nbsp;Proficiency with tax research platforms and preparation tools; advanced Excel skills and strong documentation discipline.</span></li>\n</ul>\n<p><span>At BNY, our culture speaks for itself, check out the latest BNY news at:</span></p>\n<p><a href=\"https://www.bny.com/corporate/global/en/about-us/newsroom.html\" target=\"_blank\" rel=\"nofollow\"><span>BNY Newsroom</span></a></p>\n<p><a href=\"https://www.linkedin.com/company/bnyglobal/posts/?feedView=all\" target=\"_blank\" rel=\"nofollow\"><span>BNY LinkedIn&nbsp;</span></a></p>\n<p><span>&nbsp;Here’s a few of our recent awards:&nbsp;</span></p>\n<ul>\n <li><span>America’s Most Innovative Companies, Fortune, 2025</span></li>\n <li><span>World’s Most Admired Companies, Fortune 2025</span></li>\n <li><span>“Most Just Companies”, Just Capital and CNBC, 2025</span></li>\n</ul>\n<p><span>Our Benefits and Rewards:</span></p>\n<p><span>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.</span></p>\n<p><span>BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $104,000 and $149,000 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 BNY 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.</span></p>\n<p><span>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.</span></p>\n<p><span>BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/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.</span></p>",
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