Sr. Investment Tax Specialist

Brown Brothers Harriman & Co.; Boston (MA); On-site; USD 55,000 - 70,000; Full time

Job summary

Brown Brothers Harriman & Co. seeks a Tax Analyst to prepare fiscal and excise tax workpapers, review tax returns, and deliver client tax schedules. You will collaborate with Financial Reporting and Fund Accounting teams to finalize tax provisions and estimates.

The role requires a BS/BA in Accounting or Finance, strong Excel skills, and a detail-oriented, team-focused mindset. BBH offers a competitive base salary plus annual bonus and comprehensive benefits.

Qualifications

• BS/BA degree in Accounting/Finance or equivalent work experience.
• Understanding of tax concepts, practices, and procedures.
• Strong client service skills and ability to work in a team.
• Ability to understand financial statements and fund accounting reports.
• Proficiency in Microsoft Excel and Word.

Responsibilities

• Tax Adjustment Analysis: prepare and review investment tax adjustments with Finance and Fund Accounting to clear audit points.
• Fiscal Tax provision: prepare the fiscal tax provision and disclosures; clear audit points.
• Excise Tax: prepare excise tax provision and income projections; clear audit points.
• Distributions: prepare distribution calculations and income projections; prepare distribution memo.
• Tax Estimates: prepare tax estimates per client request.
• Federal/state tax returns: prepare federal and state returns using tax software and file with agencies.

Skills

Attention to detail

Team player

Client service

Understanding of tax concepts

Ability to work in a team

Education

BS/BA in Accounting/Finance

Tools

Microsoft Excel

Microsoft Word

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. The Tax Analyst will prepare Fiscal and Excise tax provision workpapers and related tax adjustments. They will also be responsible for preparation and review of tax returns and their associated schedules and attachments. tax estimates, as well as other client deliverables. The Tax Analyst must possess RIC operational experience; either in fund accounting or financial reporting, RIC tax experience is preferred. The strong candidate will have an attention to detail and a team attitude.

1. 1. Tax Adjustment Analysis Prepare and review investment tax adjustments. Work with Financial Reporting and Fund Accounting teams for Clear audit points.
2. 2. Fiscal Tax provision Prepare the fiscal tax provision Prepare financial statement disclosures Clear audit points.
3. 3. Excise Tax Prepare excise tax provision Prepare income projections Clear audit points
4. 4. Distributions Prepare distribution calculations Prepare income projections as applicable Prepared distribution memo
5. 5. Tax Estimates Prepare tax estimates per client request
6. 6. Federal/state tax returns Prepare, using tax software application, federal and state returns. Clear audit points. File return on behalf of the client with federal and local tax agencies.

Education level and/or relevant experience(s) BS/BA degree in Accounting/Finance or equivalent work experience Knowledge and skills (general and technical) Understanding of tax concepts, practices, and procedures helpful. Strong client service skills and ability to work in a team Ability to understand financial statements and fund accounting reports and spreadsheets Proficiency in Microsoft Excel and Word required Other requirements (licenses, certifications, specialized training, physical or mental abilities required) Ability to conceptualize and execute projects and initiatives through to completion Creative problem-solving skills, including the ability to identify, recommend, and implement solutions for tax-related client issues

Salary Range $55,000 - $70,000 Base Salary + Annual Bonus Target BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 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.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

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.