Sr. Investment Tax Specialist

Brown Brothers Harriman•Boston, MA

3d•$55,000 - $70,000

About The Position

The Sr. Investment Tax Specialist prepares fiscal and excise tax provision workpapers and related tax adjustments, and prepares and reviews tax returns, schedules, attachments, tax estimates, and other client deliverables. The role requires RIC operational experience, either in fund accounting or financial reporting; RIC tax experience is preferred. A strong candidate demonstrates attention to detail and a team-oriented approach. The role also involves working with Financial Reporting and Fund Accounting teams, addressing audit points, preparing distribution calculations and memos, and filing federal and state returns on clients’ behalf. The position calls for client service skills, the ability to understand financial statements and fund accounting reports, and proficiency with Microsoft Excel and Word.

Requirements

Bachelor’s degree in Accounting or Finance, or equivalent work experience.
RIC operational experience in fund accounting or financial reporting.
Understanding of tax concepts, practices, and procedures is helpful.
Strong client service skills and ability to work as part of 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 identifying, recommending, and implementing solutions for tax-related client issues.
Attention to detail.

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 and, as applicable, income projections 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.
Conceptualize and carry projects and initiatives through to completion.
Identify, recommend, and implement solutions for tax-related client issues.