Sr. Investment Tax Specialist

Brown Brothers Harriman & Co•Boston, MA

About The Position

The Tax Analyst prepares fiscal and excise tax provision workpapers and related tax adjustments, and prepares and reviews tax returns with their schedules and attachments, tax estimates, and other client deliverables. The role requires RIC operational experience, such as in fund accounting or financial reporting; RIC tax experience is preferred. A strong candidate has attention to detail and a team-oriented approach. Responsibilities include preparing and reviewing investment tax adjustments; preparing fiscal and excise tax provisions, financial statement disclosures, income projections, and distribution calculations; responding to client requests for tax estimates; and preparing federal and state returns using tax software and filing returns for clients with federal and local tax agencies. The role works with Financial Reporting and Fund Accounting teams and clears audit points.

Requirements

RIC operational experience, either in fund accounting or financial reporting.
A BS/BA degree in Accounting or Finance, or equivalent work experience.
Understanding of tax concepts, practices, and procedures is helpful.
Strong client service skills and ability to work in a team.
Ability to understand financial statements, fund accounting reports, and spreadsheets.
Proficiency in Microsoft Excel and Word.
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

RIC tax experience.

Responsibilities

Prepare and review investment tax adjustments and work with Financial Reporting and Fund Accounting teams to clear audit points.
Prepare fiscal tax provisions and financial statement disclosures, and clear audit points.
Prepare excise tax provisions and income projections, and clear audit points.
Prepare distribution calculations, income projections as applicable, and distribution memos.
Prepare tax estimates at client request.
Prepare federal and state tax returns using tax software, clear audit points, and file returns on behalf of clients with federal and local tax agencies.