Sr. Investment Tax Specialist
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 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.
Requirements
- BS/BA degree in Accounting/Finance or equivalent work experience
- 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
- 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
- RIC operational experience; either in fund accounting or financial reporting
Nice To Haves
- RIC tax experience is preferred.
Responsibilities
- Prepare and review investment tax adjustments.
- Work with Financial Reporting and Fund Accounting teams for clear audit points.
- Prepare the fiscal tax provision.
- Prepare financial statement disclosures.
- Prepare excise tax provision.
- Prepare income projections.
- Prepare distribution calculations.
- Prepare income projections as applicable.
- Prepared distribution memo.
- Prepare tax estimates per client request.
- Prepare, using tax software application, federal and state returns.
- File return on behalf of the client with federal and local tax agencies.
Benefits
- Annual Bonus Target
- Discretionary bonuses
- Profit-sharing
- 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
Mid Level
Education Level
Associate degree
