Brittany M. Shell
Pittsburgh
Summary
Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome obstacles. Experienced with executive leadership and strategic planning. Utilizes innovative approaches to drive business growth and operational excellence. Track record of effective team collaboration and achieving results.
Overview
16
16
years of professional experience
Work History
Vice President
BNY
01.2024 - Current
- Directed cross-functional teams to align strategic initiatives with organizational goals.
- Developed strategies for minimizing tax liabilities while ensuring regulatory compliance.
- Mentored junior staff on tax preparation processes and best practices for client engagement.
- Streamlined workflows to enhance efficiency in tax preparation and filing procedures.
Team Lead
The Bank of New York Mellon
06.2013 - Current
- Ensures accurate and timely filing of tax returns for clients for whom the Bank has assumed tax reporting responsibilities—roughly several thousand Federal returns, quarterly estimates, and extensions
- Collects, organize, and validate tax forms and required disclosures from hundreds of private equity investment managers for completion of Federal and state tax returns across all entity types for clients
- Evaluates investment holdings and private equity investments to ensure relevant detail is obtained to avoid penalty on client's behalf
- Utilizes document management system to organize company files, keeping up-to-date and easily accessible data.
Tax Research and Compliance Intern
The Bank of New York Mellon
05.2011 - 08.2011
- Provided tax compliance support for numerous clients
- Performed fact-finding research by investigating, collecting and analyzing data and compiling in report format
- Gained hands on experience and income tax compliance for VEBAs, Pensions, Nuclear Decommissioning Trusts, Grantor Trusts, Rabbi Trusts, and Foundations
Corporate Trust Intern
The Bank of New York Mellon
05.2010 - 08.2010
- Provided daily reporting as requested for senior team members
- Worked with several systems: ASP/TAS, Orchestrate, ACS, QTRACK, Lotus Notes
- Supported members of the team with various tasks and ad hoc requests
Education
Master of Business Administration - Management
Point Park University
Pittsburgh, PA12.2018
Bachelor of Arts - Managerial Economics, Communication Arts and Religious Studies
Allegheny College
Meadville, PA05.2013
Skills
- Customer Service
- Business Growth
- Systems Analytics
- Tax Preparation
- Tax Compliance
- Teamwork & Collaboration
- Team leadership
- Decision-making
LEADERSHIP & SERVICE
- Participant in BNYM 2023 Women in Leadership series, GSO Women's Council
- BNYM WIN PGH Co-Chair Communications & Marketing Committee 2013 – 2019
- 2015 BNYM Award Winner Asset Servicing Employee Recognition Event
Timeline
Vice President
BNY
01.2024 - Current
Team Lead
The Bank of New York Mellon
06.2013 - Current
Tax Research and Compliance Intern
The Bank of New York Mellon
05.2011 - 08.2011
Corporate Trust Intern
The Bank of New York Mellon
05.2010 - 08.2010
Bachelor of Arts - Managerial Economics, Communication Arts and Religious Studies
Allegheny College
Master of Business Administration - Management
Point Park University