Senior UHNW Tax Advisor – Wealth Management & Planning

Brown Brothers Harriman; Boston (MA); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

Annual bonus target

Profit-sharing

Professional development opportunities

Job summary

Brown Brothers Harriman seeks a Tax Advisor for Wealth Management in Boston, responsible for tax advisory support for high net worth clients. The ideal candidate has over 8 years of experience and is skilled in navigating complex tax matters.

This hybrid role requires effective communication and collaboration with various advisors to optimize tax strategies. The salary range is $150k-$190k plus bonuses, reflecting the value of diverse experiences in applicants.

Qualifications

• 8+ years relevant work experience.
• UHNW tax experience required (minimum $50+ million).
• Trust taxation experience preferred.

Responsibilities

• Review tax returns and provide potential planning opportunities.
• Identify and implement tax planning strategies.
• Advise on tax matters affecting account management.

Skills

Tax advisory

Research and analysis

Effective communication skills

Technical tax knowledge

Tax research software

Team management

Education

Bachelor’s degree

CPA, JD, or other advanced tax credential

Tools

Microsoft Office

Job description

Brown Brothers Harriman seeks a Tax Advisor for Wealth Management in Boston, responsible for tax advisory support for high net worth clients. The ideal candidate has over 8 years of experience and is skilled in navigating complex tax matters.

This hybrid role requires effective communication and collaboration with various advisors to optimize tax strategies. The salary range is $150k-$190k plus bonuses, reflecting the value of diverse experiences in applicants.