Tax Advisor, Wealth Management
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 Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers. The ideal candidate can be a trusted advisor who can partner with business owners, executives, and family offices to navigate complex tax structures and tax considerations to optimize. They will also provide valuable input to the development of tax planning strategies to various internal and external constituents.
Requirements
- Bachelor’s degree required
- 6-8+ years relevant work experience
- Effective communication skills and ability to meet with sophisticated high net worth individuals to articulate complex tax provisions and tax planning strategies
- Strong technical tax knowledge and experience
- Ability to utilize tax research software to perform tax research
- Ability to work in team and manage multiple advisors
- Ability to monitor, prioritize and coordinate workflow across multiple advisors
- Experience with Microsoft Office products
Nice To Haves
- CPA, JD, or other advanced tax credential strongly preferred
- Trust taxation experience strongly preferred
Responsibilities
- Tax Management & Advisory Review tax returns and provide potential planning opportunities for individuals and entities.
- Research and analyze tax questions and stay informed regarding new or proposed changes in tax laws and regulations.
- Identify and implement proactive tax planning strategies to minimize tax exposure and optimize after tax results.
- Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts.
- Partner with CFOs and family office professionals to integrate tax considerations into broader financial and cashflow planning.
- Develop and review tax plans to minimize overall estate and income taxes, with support.
- Analyze tax matters and drive appropriate business decisions by making recommendations and involving key business resources.
- Review financial statements for individuals and entities like partnerships, corporations, and private foundations and provide feedback.
- Collaborate with external tax advisors ensuring consistency between advisory strategies and compliance filings.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
