Tax Doc Specialist I

Brown Brothers Harriman & Co.; Kraków; Hybrid; PLN 52,000 - 76,000; Full time

Benefits offered by this job

Collaborative environment

Direct access to clients and experts

Growth opportunities

Culture of inclusion

High-quality benefits program

Flexibility for personal and family

Volunteer opportunities

Job summary

Brown Brothers Harriman is seeking a Junior Tax Documentation Specialist to join our Global Tax Services in Kraków. You will handle collection, validation, tracking, and archiving of tax documents for our custody client base, ensuring proper setup for initial and ongoing withholding, and addressing client inquiries.

You will develop understanding of market regulatory environments, perform reconciliations, review changes in client data, and support documentation renewal processes.

Qualifications

• BA/BS or equivalent required.
• Tax knowledge/experience preferred.
• Strong written and oral communication skills.
• Highly organized and detail oriented; able to manage multiple projects.

Responsibilities

• Perform administrative matters related to custody clients’ tax documentation.
• Develop understanding of regulatory environments and withholding tax requirements for assignment countries.
• Carry out account and market reconciliations; collaborate with Senior Analysts to resolve issues.
• Review changes in account information to assess impact on tax documentation and coordinate with Senior Analysts/Manager.
• Participate in the solicitation process for new documentation and renewals with clients.
• Respond to internal client inquiries on tax compliance and documentation matters.
• Escalate issues to senior analysts or managers to mitigate risk for BBH and clients.

Skills

Tax knowledge

Communication skills

Organization

Deadline-driven

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

Type of work: Full time

Hybrid model: Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old - after probation 3 months (onsite)

Junior Tax Documentation Specialist

Brown Brothers Harriman is currently recruiting Junior Tax Documentation Specialist to join our Global Tax Services. In this role you will be responsible for the collection, validation, tracking, and archiving, 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.

On this position 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 and work with Senior Analysts to resolve issues.
• Review changes in account information to determine impact on client tax documentation and requirements and work with Senior Analysts and Manager to resolve.
• Participate in the solicitation process for new documentation, as necessary, as well as prior to expiration and works 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.
• Escalate to senior analyst or 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

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:

• A collaborative environment that enables you to step outside your role to add value wherever you can
• Direct access to clients, information and experts across all business areas around the world
• Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
• A culture of inclusion that values each employee’s unique perspective
• High-quality benefits program emphasizing good health, financial security, and peace of mind
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
• Volunteer opportunities to give back to your community and help transform the lives of others

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,

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. 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. 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 just 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. No matter where you sit in the organization, everyone is empowered to contribute their ideas and perspective. BBHers can pick up the phone and call any colleague, and they are happy to help – which is why expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. Delivering for our clients and each other energizes us. 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. 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. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.