Sr Tax Manager

Brown Brothers Harriman•Boston, MA

5d•Onsite

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 Product Senior Manager is based in Boston, reporting to the head of Global Tax Alternatives based in Boston. This role is part of the Global Tax Services. Global Tax Services provides tailored tax expertise and solutions for asset managers and banks across a wide range of investment vehicles. The Tax Product Manager is a client facing role that: Develops solutions to clients’ needs considering complex regulatory environment. Monitors and manages implementation of tax changes. Assess impact of tax change to product and service offering to administration business and clients. Works with business areas across the organization, clients and third parties to communicate on tax reporting requirements and treatment of transactions Leads daily operations of a high performing team Provides technical expertise internally and externally Responds to specific internal and external client inquiries within the established timeframes Performs technical analysis as required to support our clients Manage engagements with vendors, accounting firms, and law firms to support tax initiatives Client Servicing Provides insightful commentary to external client tax inquiries Ensures all client deliverables and expectations are met on a timely and accurate basis Meet with clients to discuss operations and technical matters Works with outside tax advisors on seeking solutions for complex tax matters Provide training to internal and external clients on tax regulations as needed Maintains subject matter expertise to provide ongoing consultation to internal and external clients and may conduct presentations in external industry forums

Requirements

BS/BA degrees; MST, EA or CPA highly desired
Minimum 8 years related experience; Big 4 highly desired
Extensive technical and operational knowledge of taxation of Alternative Investments
Extensive understanding of bank, and fund legal structures and securities instruments, and broad knowledge of business areas throughout the organization
Demonstrated presentation and marketing skills
Demonstrated ability to provide leadership and direction
Knowledge of Asset servicing or financial services industry in general

Responsibilities

Develops solutions to clients’ needs considering complex regulatory environment.
Monitors and manages implementation of tax changes.
Assess impact of tax change to product and service offering to administration business and clients.
Works with business areas across the organization, clients and third parties to communicate on tax reporting requirements and treatment of transactions
Leads daily operations of a high performing team
Provides technical expertise internally and externally
Responds to specific internal and external client inquiries within the established timeframes
Performs technical analysis as required to support our clients
Manage engagements with vendors, accounting firms, and law firms to support tax initiatives
Provides insightful commentary to external client tax inquiries
Ensures all client deliverables and expectations are met on a timely and accurate basis
Meet with clients to discuss operations and technical matters
Works with outside tax advisors on seeking solutions for complex tax matters
Provide training to internal and external clients on tax regulations as needed
Maintains subject matter expertise to provide ongoing consultation to internal and external clients and may conduct presentations in external industry forums