Tax Officer

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

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 Officer prepares all necessary tax authority filing requirements for clients of Private Wealth Management, either directly or through outsourced vendor resources. In this role, you will review federal and state estate, fiduciary, individual and other tax returns. You will also provide valuable input to the development of tax planning strategies, articulating these to Trust Officers, Relationship Managers, clients, and other internal and external constituents. Fiduciary knowledge is a plus in this role.

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.

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

Salary Range NY: $110,000 - $150,000 base salary + annual bonus 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.

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.

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. 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.

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 begins 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.