Senior Tax Documentation and Compliance Specialist

Brown Brothers Harriman; Kraków; Hybrid; PLN 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Private medical care

Life Insurance

Employee Assistance Program

Professional trainings

Wellbeing Program

Online Social Fund benefit platform

Social, sport and integration events

Onboarding Program for new hires

Job summary

Brown Brothers Harriman in Kraków seeks a Senior Tax Documentation Specialist to join Global Tax Services. You will collect, validate, and track tax documents for custody clients, ensuring proper withholding setup and ongoing compliance.

You will participate in client calls and work closely with client service and relationship managers on escalations. The role requires strong English communication, and you will engage in due diligence visits and contribute to process improvements within a

Qualifications

• Tax knowledge or experience preferred.
• Clear written and oral communication with clients and internal teams.
• Highly organized, detail oriented, and able to manage multiple projects.
• Ability to work in a high pressure, client-driven environment with daily deadlines.

Responsibilities

• Handle review, communication, and maintenance of custody clients’ tax documentation.
• Understand market regulatory environment and withholding tax for assignment countries.
• Perform account and market reconciliations, coordinating with Tax Research.
• Review changes in account information and coordinate resolutions with senior staff.
• Solicit new documentation and manage expirations with client service base.

Skills

Tax knowledge

Communication skills

Organized

Detail oriented

Deadlines

Education

BA/BS or equivalent

Job description

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Location: Kraków

Hybrid model: Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old

About The Team

Brown Brothers Harriman is currently recruiting a Senior Tax Documentation Specialist to join our Global Tax Services department. In this role you will be responsible for the collection, validation, and tracking of tax documentation for our custody client base, ensuring the proper setup for initial tax withholding purposes, the proper maintenance for ongoing tax withholding purposes, and the resolution of client inquiries. This position entails participation in client calls and due diligence visits, for which strong English language communication skills are a necessity. The day to day also involves proactively working with client service and relationship managers on escalations of tax documentation/tax compliance issues and / or requirements for clients.

In Our Team, You Will Be Responsible For

• Perform administrative matters with respect to the review, communication, and maintenance with respect to our custody clients’ tax documentation.
• Develop an understanding of the market’s regulatory environment, tax documentation requirements, eligible entity types, and withholding tax environment for assignment countries/client base.
• Perform account and market reconciliations often with the opportunity to collaborate with our Tax Research department.
• Review changes in account information to determine impact on client tax documentation and requirements and work together with Senior Analysts and Manager on resolutions.
• Participate in the solicitation process for new documentation, as necessary, as well as prior to expiration and work with assigned client service base to proactively solicit.
• Assume additional tax functions as business needs develop.
• Review and respond to internal client inquiries relating to tax compliance, tax reporting matters or tax documentation matters.
• Participate in client calls and due diligence visits.
• Escalate to manager on tax documentation/ compliance issues to mitigate risk for BBH and its clients.
• Work with the team to establish and/or improve procedures for tax compliance related activities.
• Assist with business requirements and testing of systems changes.
• Participate in client projects such as conversions/new fund launches to ensure tax documentation requirements are understood and met by the Client/Client Service Group.
• Proactively works with client service managers and relationship managers to elevate tax documentation / tax compliance requirements for clients.

What We’re Looking For

• BA/BS or equivalent combination of experience and/or education
• Tax knowledge/ experience preferred
• Written and oral communication skills with ability to convey information to internal and external clients in a clear, focused, assertive and concise manner.
• Highly organized, detail oriented, self-motivated, capable of monitoring and completing a variety of projects simultaneously.
• Ability to work in a potentially high pressure, client driven environment, under daily deadlines

What We Offer

• To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance
• Private medical care
• Life Insurance
• Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.
• Professional trainings and qualification support
• Wellbeing Program
• Online Social Fund benefit platform
• Social, sport and integration events
• Onboarding Program for new hires

We value diverse experiences.

We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description,

About BBH

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.