Associate, Reconcilliation Support

Reposted 9 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Junior
Fintech • Financial Services
The Role
The Associate, Reconciliation Support will perform compliance testing, prepare tax information returns, and analyze processes while liaising with business units and managing timelines.
Summary Generated by Built In

Associate, Reconcilliation Support

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 and champions of inclusion, 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 Associate to join our team. This role is located in Pittsburgh, PA. (4 days in office expectation per week(.

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

  • Demonstrate a strong understanding of the end-to-end processes for onboarding, withholding, depositing, and reporting of non-payroll taxes
  • Perform quality control activities on all Tax Information Returns (e.g., Forms 1099 and Forms 1042-S)
  • Liaise with business units to facilitate submission of Tax Information Returns (e.g., Forms 1099 and Forms 1042-S)
  • Prepare annual year-end Tax Forms 945 and 1042 workpapers and create an audit trail for manager review
  • Prepare monthly, quarterly, and annual state returns
  • Comfortable analyzing processes, large data, and working with various stakeholders
  • Perform compliance testing / health checks across various lines of business to ensure compliance with documentation, withholding and reporting requirements. Consolidate compliance testing results with manager to present to line of business and remediate deficiencies 
  • Facilitate the deposit of non-payroll federal and state taxes on a timely basis
  • Work with technology to strategize on ways to increase efficiencies through automation/robotics
  • Communicate issues as they arise and follow through to resolution
  • Monitoring project plans/timelines and tracking progress.
  • Partnering with senior corporate tax staff to identify Key Performance Indicators (KPIs) to monitor and manage business performance. 
  • Liaising between Corporate Tax, vendors, and the user communities. 

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

  • Self-starter who is comfortable working autonomously but seeks help and escalates when needed. Team player and “can do” attitude. 
  • Bachelor's Degree
  • 2 to 3 years of broad business experience. 
  • Excellent oral and written communication skills. 
  • Experience with Information Reporting and Withholding (IRW) regulations (e.g., Cost Basis, FATCA (ch 4), NRA (ch 3), Backup Withholding (ch 61), 871(m) and 1446 (f)). Experience at a large Certified Public Accountant (CPA) firm or large corporate tax department.
  • Experience using Convey/Taxport, or other information reporting systems. 
  • Proficiency in MS Word, Excel, PowerPoint, and Visio.

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



Skills Required

  • Bachelor's Degree
  • 2 to 3 years of broad business experience
  • Experience with Information Reporting and Withholding regulations
  • Experience at a large CPA firm or large corporate tax department
  • Experience using Convey/Taxport or other information reporting systems
  • Proficiency in MS Word, Excel, PowerPoint, and Visio

BNY Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.

  • Healthcare Strength Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
  • Parental & Family Support Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
  • Retirement Support The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.

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The Company
HQ: New York, NY
41,739 Employees

What We Do

We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

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