Investment Tax Manager I
About The Position
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 Supervisor is responsible for overseeing client communication, ensuring staff meet deliverables, reviewing and signing off on tax workpapers, and training staff in tax calculations and returns. The role requires proficiency in tasks performed by Tax Analysts and Senior Tax Analysts and emphasizes strong client relationship and teamwork skills.
Requirements
- BS/BA degree in Accounting/Finance or equivalent work experience
- Minimum of 3+ years of Partnership tax experience
- Proven ability to work with people and facilitate the smooth workflow between Investment Tax and other internal and external stakeholders.
- Strong client service skills
- Strong supervisory skills with the ability to prioritize
- Understanding of partnership tax related tax code sections, forms and elections, and tax adjustments of securities.
- 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
Responsibilities
- Prepare status reporting for management review
- Assign and monitor departmental progress on various deliverables.
- Review the Fund income tax provision
- Clear audit points.
- Prepare and review the investment security analysis.
- Coordinate approaches with the Financial Reporting and Fund Accounting Teams
- Review the income tax allocations to each partner.
- Analyze special allocated items
- Review application of management and incentive fees
- Consult and train others on funds structure to properly asses investors requirements.
- Review staff prepared footnotes including UBTI, ECI, State Sourcing
- Review Reportable Transactions
- Review Tax Estimates required for the Funds
- Work with the client to assist with investor questions
- Be competent to analyze the structure and plan for investors.
Benefits
- long-term savings
- healthcare
- income protection
- professional development opportunities
- time off
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What This Job Offers
Job Type
Full-time
Career Level
Manager
