Investment Tax Manager I

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 Supervisor is responsible for overseeing client communication, ensuring staff meet deliverables, reviewing and signing off on tax workpapers, and training staff in tax calculations and returns. The role requires proficiency in tasks performed by Tax Analysts and Senior Tax Analysts and emphasizes strong client relationship and teamwork skills.

Key Responsibilities:

1. Management Reporting

• Prepare status reporting for management review

2. Monitor and Scheduling of deliverables

• Assign and monitor departmental progress on various deliverables.

3. Income Tax Provision

• Review the Fund income tax provision
• Clear audit points.

4. Security Analysis

• Prepare and review the investment security analysis.
• Coordinate approaches with the Financial Reporting and Fund Accounting Teams
• Clear audit points.

5. Income Tax Allocations

• Review the income tax allocations to each partner.
• Analyze special allocated items
• Review application of management and incentive fees

6. Analysis of Structure

• Consult and train others on funds structure to properly asses investors requirements.

7. Reportable Transactions / Flow Through Items

• Review staff prepared footnotes including UBTI, ECI, State Sourcing
• Review Reportable Transactions

8. 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.

Education level and/or relevant experience(s)

• BS/BA degree in Accounting/Finance or equivalent work experience
• Minimum of 3+  years of Partnership tax experience

Knowledge 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 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.

Other requirements (licenses, certifications, specialized training, physical or mental abilities required)

• 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

Salary Range

$80,000 - $120,000 Base Salary + Annual Target Bonus

BBH and its affiliates' 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. 

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.