Senior Tax Documentation and Compliance Specialist

Brown Brothers Harriman & Co.; Kraków; Híbrido; PLN 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Culture Celebration Day

Community Service Day

Private medical care

Life Insurance

Employee Assistance Program

Professional trainings

Wellbeing Program

Online Social Fund platform

Social, sport events

Onboarding program

Descripción de la vacante

Brown Brothers Harriman (BBH) seeks a Senior Tax Documentation Specialist for its Global Tax Services team in Kraków. The role focuses on collecting, validating, and tracking tax documents for custody clients, ensuring proper setup for withholding and ongoing maintenance.

English communication with clients and internal teams is essential, including participation in client calls and due diligence visits. The position involves collaborating with client service and relationship managers on

Formación

• BA/BS or equivalent combination of experience and/or education required.
• Strong written and oral communication skills, ability to convey information clearly to clients.
• Highly organized, detail oriented, and capable of handling multiple projects.

Responsabilidades

• Review and maintain tax documentation for custody clients.
• Understand regulatory and withholding tax environments for assignment countries.
• Perform account reconciliations and collaborate with Tax Research.
• Review client information changes and coordinate resolutions with analysts and managers.
• Solicit new documentation and renewals in collaboration with client service teams.
• Escalate issues to mitigate risk for BBH and clients.
• Assist with system changes testing and business requirements.
• Participate in client projects and due diligence visits.

Conocimientos

Written and verbal communication

Organized & detail-oriented

Able to work under deadlines

Educación

BA/BS or equivalent

Descripción del empleo

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.

Responsibilities

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.

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.

Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial institutions, private businesses and their owners, wealthy families, and sophisticated institutional investors. As a private partnership, we are uniquely built to put clients first and create success that lasts. We believe our success starts with yours.

At BBH, partnership is more than a form of ownership - it's our approach to business and relationships. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice. 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.

We believe stability is a competitive advantage, but being stable means having the knowledge, skills, and discipline to evolve, and to adapt continuing delivering successful outcomes for our clients.

With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.