Senior Tax Advisor, Private Wealth

Brown Brothers Harriman & Co.; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking a Tax Officer for Private Wealth Management to prepare and review federal and state tax returns and develop tax planning strategies. You will collaborate with Trust Officers, Relationship Managers, clients, and internal partners.

Responsibilities include tax compliance, research, and advising on tax matters across estates, fiduciaries, individuals, and entities, with opportunities to contribute to overall tax planning and optimization.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum 5 years of relevant experience with Knowledge of CCH ProSystem CPA preferred.
• Ability to effectively articulate complex tax provisions and tax planning strategies.
• Strong technical tax knowledge and experience.
• Strong understanding of portfolio accounting and related systems.
• Experience with Microsoft Office products, particularly Excel and Word.
• Extensive knowledge of QuickBooks.
• Ability to utilize tax research software to perform tax research.

Responsibilities

• Tax Management & Advisory Review federal and state estate, fiduciary, individual, and entity tax returns.
• Tax preparation of the returns will also be required, as needed.
• Research and analyze tax questions and stay informed regarding new or proposed changes in tax laws and regulations.
• Provide input to the development of tax planning strategies.
• Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts.
• Develop and review tax plans to minimize overall estate and income taxes, with support from the Senior Tax Officer.
• Analyze tax matters and drive appropriate business decisions by making recommendations and involving key business resources.
• Ensure that records and information pertinent to taxes and trust accounts are properly maintained through maintenance of tax work paper files.
• Create financial statements and perform bookkeeping entries for individuals and entities like partnerships, corporations, and private foundations.

Skills

Tax knowledge

Communication

Portfolio accounting

Research ability

Education

Bachelor’s degree or equivalent

Tools

CCH ProSystem CPA

Excel

Word

Tax research software

QuickBooks

Job description

Brown Brothers Harriman (BBH) is seeking a Tax Officer for Private Wealth Management to prepare and review federal and state tax returns and develop tax planning strategies. You will collaborate with Trust Officers, Relationship Managers, clients, and internal partners.

Responsibilities include tax compliance, research, and advising on tax matters across estates, fiduciaries, individuals, and entities, with opportunities to contribute to overall tax planning and optimization.