Vice President, Tax Compliance Quality Assurance (TCQA) 

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 Vice President, Tax Compliance Quality Assurance  (TCQA) to join our Corporate Tax team. This role is in New York, NY or Pittsburgh, PA.

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

Product Strategy & Development

• Lead product development for U.S. Tax Form W-8/W-9 Documentation systems, ensuring efficient and accurate validation processes.
• Draft business requirements, functional documents, technical user stories, and user manuals.
• Oversee User Acceptance Testing, defect management, and data review/clean-up exercises.
• Provide training and onboarding support for stakeholders and new clients using tax documentation systems.
• Monitor, analyze, and report on new tax developments, legislation, and guidance impacting product offerings.
• Take ownership of business cases, identifying customer needs while ensuring risk appetite and control frameworks are satisfied.

Technology & Process Improvement

• Collaborate with technology teams to streamline tax validation and documentation processes.
• Conduct independent reviews of business processes and data quality, proposing improvements.
• Work closely with Product Development partners to ensure business requirements are understood and delivery plans are tracked.

Project Management & Stakeholder Engagement

• Lead periodic meetings with stakeholders, updating project decks with timelines, risks, issues, and metrics.
• Collaborate with Corporate Tax, Tax Operations, Technology, Onboarding, and Relationship Management teams to address BAU challenges and future state processes.
• Represent BNY in relevant tax industry working group meetings.

Client Communication & Thought Leadership

• Draft client communications to provide updates on tax law changes and U.S. tax processes.
• Provide timely updates to business partners, including Risk and Compliance.

Qualifications

• Minimum 5 years’ experience in financial services/tax product roles within complex, enterprise environments.
• Deep expertise in U.S. tax operations, especially W8/W9 validation and 8966 account identification process.
• Preferably qualified as a tax advisor or tax lawyer; CPA a plus.
• Strong business acumen, analytical skills, and experience in tax product development lifecycle.
• Familiarity with project management methodologies (including Agile).
• Experience working with business and technology architecture.
• Superior communication and presentation skills, able to articulate business and technical concepts to non-technical audiences.
• Exceptionally organized, adept at managing multiple projects, and comfortable with corporate governance and reporting.
• Ability to collaborate and communicate with all levels across multi-disciplined, global teams.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

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 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 is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.