Tax Advisor, Wealth Management

Brown Brothers Harriman; Philadelphia (Philadelphia County); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Discretionary bonuses

Profit-sharing

Professional development opportunities

Healthcare benefits

Job summary

A leading financial services firm is seeking a Tax Advisor in Philadelphia to provide tax advisory and planning support. Candidates should have a Bachelor's degree, relevant experience, and a CPA or JD. The role involves reviewing tax returns, researching tax laws, and collaborating with various financial professionals. This position offers a competitive salary and a hybrid work environment.

Qualifications

• 7-10 years relevant work experience.
• Trust taxation experience required.
• Experience meeting with high net worth individuals.

Responsibilities

• Review tax returns and provide planning opportunities.
• Research and analyze tax laws.
• Implement proactive tax planning strategies.
• Advise on tax matters for account management.
• Collaborate with external tax advisors.

Skills

Effective communication skills

Strong technical tax knowledge

Ability to utilize tax research software

Ability to work in team

Ability to prioritize and coordinate workflow

Experience with Microsoft Office products

Education

Bachelor’s degree

CPA, JD, or other advanced tax credential

Job description

Brown Brothers Harriman provided pay range

This range is provided by Brown Brothers Harriman. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$110,000.00/yr - $150,000.00/yr

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 Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers. The ideal candidate can be a trusted advisor who can partner with business owners, executives, and family offices to navigate complex tax structures and tax considerations to optimize. They will also provide valuable input to the development of tax planning strategies to various internal and external constituents.

Responsibilities

• Review tax returns and provide potential planning opportunities for individuals and entities.
• Research and analyze tax questions and stay informed regarding new or proposed changes in tax laws and regulations.
• Identify and implement proactive tax planning strategies to minimize tax exposure and optimize after tax results.
• Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts.
• Partner with CFOs and family office professionals to integrate tax considerations into broader financial and cashflow planning.
• Develop and review tax plans to minimize overall estate and income taxes, with support.
• Analyze tax matters and drive appropriate business decisions by making recommendations and involving key business resources.
• Review financial statements for individuals and entities like partnerships, corporations, and private foundations and provide feedback.
• Collaborate with external tax advisors ensuring consistency between advisory strategies and compliance filings.

Qualifications

• Bachelor’s degree required
• 7-10 years relevant work experience
• CPA, JD, or other advanced tax credential required
• Trust taxation experience required
• Effective communication skills and ability to meet with sophisticated high net worth individuals to articulate complex tax provisions and tax planning strategies
• Strong technical tax knowledge and experience
• Ability to utilize tax research software to perform tax research
• Ability to work in team and manage multiple advisors
• Ability to monitor, prioritize and coordinate workflow across multiple advisors
• Experience with Microsoft Office products

This role can be based in either our New York, Boston, Philadelphia, Chicago or Charlotte locations and will be a hybrid role, with a minimum of three days per week in office.

Salary Range

NYC: $110k - $150k base salary + annual bonus target

Boston/Charlotte: $100k-$150k base + annual bonus target

Chicago/Philadelphia: $100k-$140k base + annual bonus target

BBH’s 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 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, please do go ahead and apply.

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.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking, Financial Services, and Investment Management

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.