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Investment Tax Manager I

2 months ago

Boston, Massachusetts, United States Brown Brothers Harriman Full time
Investment Tax Manager I

At Brown Brothers Harriman, we value diverse backgrounds and experiences. If your background looks different from what we've outlined, and you think you can bring value to the role, we welcome your application.

What You Can Expect at Brown Brothers Harriman

We offer a collaborative environment that enables you to step outside your role and add value wherever you can. You will have direct access to clients, information, and experts across all business areas around the world. We provide 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. Our benefits program emphasizes good health, financial security, and peace of mind. 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.

Key Responsibilities
  • Management Reporting
    • Prepare status reporting for management review
  • Team Management
    • Manage day-to-day activities and supervise tax staff
    • Train tax staff on proper workpaper preparation and processes
    • Ensure quality service is being provided to clients by all employees working on client accounts
    • Implement and maintain detailed timetables and ensure that everyone is aware of deadlines and works towards them
  • Technical Expertise
    • 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
  • Project Management
    • Monitor and schedule deliverables
    • Assign 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
  • Tax Provision
    • Review the Fund income tax provision
    • Clear audit points
  • Security Analysis
    • Prepare and review the investment security analysis
    • Coordinate with the Financial Reporting and Fund Accounting Teams
    • Clear audit points
  • Income Tax Allocations
    • Review the income tax allocations to each partner
    • Analyze special allocated items
    • Review application of management and incentive fees
  • Analysis of Structure
    • Consult and train others on funds structure to properly assess investors' requirements
  • Reportable Transactions / Flow Through Items
    • Review staff-prepared footnotes including UBTI, ECI, State Sourcing
    • Review Reportable Transactions
  • Tax Planning
    • Review Tax Estimates required for the Funds
    • Work with the client to assist with investor questions
    • Be competent to analyze the structure and plan for investors
  • Client Management
    • 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 relationships
    • Set up new clients within the tax process including system and administration needs
    • In 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
  • Risk & Control
    • Responsible for output of tax staff
    • Must comply with other internal control procedures as required
    • Assist Tax Manager in ensuring compliance with all established departmental and company controls
    • Responsible for seeking ways to improve upon existing controls and mitigate risks associated with processes
Requirements
  • BS/BA degree in Accounting/Finance or equivalent work experience
  • Minimum of 5+ years of Partnership tax experience
  • Knowledge and skills
    • Proven ability to work with people and facilitate the smooth workflow between Investment Tax and other internal and external stakeholders
    • Strong client service skills
    • Strong supervisory skills with the ability to prioritize
    • Understanding of partnership tax-related tax code sections, forms, and elections, and tax adjustments of securities
  • 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
  • Demonstrate ability and willingness to train and mentor staff
  • Demonstrate ability to obtain quality results through others
  • Demonstrate ability to manage people
  • Demonstrate understanding of Tax Supervisor role and ability to be accountable
Goals
  • To ensure that tax staff completes required work efficiently and accurately
  • To ensure that tax staff are adequately trained and well looked after
  • To 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.

BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience, and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.