Senior Investment Tax Analyst

Brown Brothers Harriman•Boston, MA

9d•$65,000 - $90,000

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. Position Summary: The Sr. Tax Analyst will prepare, and train others in calculating the partnership tax workpapers - including partner allocation of taxable income and expense items, tax returns and their associated schedules and attachments, reportable transaction analysis, fund structure guidance, tax estimates, as well as other client deliverables. The Sr. Tax Analyst must possess alternative tax experience in addition to having a strong client relationship focus and a team attitude.

Requirements

BS/BA degree in Accounting/Finance or equivalent work experience
Minimum of two years of Partnership tax experience
Solid understanding of tax concepts, practices, and procedures
Strong client service skills
Ability to understand financial statements and fund accounting reports and spreadsheets
Proficiency in Microsoft Excel and Word needed.
Understanding of mutual fund 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

Nice To Haves

alternative tax experience

Responsibilities

Prepare and review investment security analysis
Work with Financial Reporting and Fund Accounting teams
Clear audit points.
Prepare and review the income tax provision.
Clear audit points
Review the income tax allocations to each partner
Aware of specially allocated items
Application of incentive and management fees
Consult and train others on funds structure to understand the flow through of income and expense items properly
Review prepared reportable transactions
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.