Investment Tax Manager I
2 weeks ago
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your applicationWhat You Can Expect At BBH:If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.Area of Responsibility:1. Management ReportingPrepare status reporting for management reviewManage day to day activities and supervise tax staff;Train tax staff on proper workpaper preparation and processesEnsure quality service is being provided to clients by all employees working on client account;Implement and maintain detailed timetables and ensure that everyone is aware of deadlines and works towards them.Responsible for career development for tax staff – develop technical, analytical, time management, organizational and supervisory skills;Prepare and deliver performance evaluations for tax staff and participate in review sessions.Identify, research and resolve tax issues (consult with Tax Manager II as needed) and address complex client requests.2. Monitor and Scheduling of deliverablesAssign and monitor departmental progress on various deliverables.Responsible for managing and reviewing the work of tax staff throughout the year and managing all internal deadlines.3. Income Tax ProvisionReview the Fund income tax provisionClear audit points4. Security AnalysisPrepare and review the investment security analysis.Coordinate with the Financial Reporting and Fund Accounting TeamsClear audit points.5. Income Tax AllocationsReview the income tax allocations to each partner.Analyze special allocated itemsReview application of management and incentive fees6. Analysis of StructureConsult and train others on funds structure to properly asses’ investors’ requirements.7. Reportable Transactions / Flow Through ItemsReview staff prepared footnotes including UBTI, ECI, State SourcingReview Reportable Transactions8. Tax PlanningReview Tax Estimates required for the FundsWork with the client to assist with investor questionsBe competent to analyze the structure and plan for investors.Set up and attend meetings with operations group to identify key issues, increase knowledge of fund operations, and increase efficiencies of the information flow process.Plan, schedule and manage the daily workflow for given relationshipsSet up new clients within the tax process including system and administration needsIn conjunction with the Tax Manager II and Senior Manager, coordinate year-end tax reporting with client and independent accounting firm;Document and maintain a file of all tax-related issues, resolutions, positions and methodologies by fund.8. Risk & ControlResponsible for output of tax staffMust comply with other internal control procedures as required.Assist Tax Manager in ensuring compliance with all established departmental and company controlsResponsible for seeking ways to improve upon existing controls and mitigate risks associated with processes.Education level and/or relevant experience: BS/BA degree in Accounting/Finance or equivalent work experienceMinimum of 5+ years of Partnership tax experienceKnowledge and skills (general and technical)Proven ability to work with people and facilitate the smooth workflow between Investment Tax and other internal and external stakeholders.Strong client service skillsStrong supervisory skills with the ability to prioritizeUnderstanding of partnership tax related tax code sections, forms and elections, and tax adjustments of securities.Demonstrate ability to perform a detail review of the entire tax package (including tax allocations and tax adjustments) to ensure a quality productOther requirements:Ability to conceptualize and execute projects and initiatives through to completionCreative problem-solving skills, including the ability to identify, recommend, and implement solutions for tax-related client issuesDemonstrate ability and willingness to train and mentor staff.Demonstrate ability to obtain quality results through othersDemonstrate ability to manage peopleDemonstrate understanding of Tax Supervisor role and ability to be accountableGoals:To ensure that tax staff completes required work efficiently and accurately;To ensure that tax staff are adequately trained and well looked afterTo present the Company favorably in all external interactions;To complete goals consistent with annual Company roll-out.We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.SummaryLocation: BostonType: Full time
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