Investment Tax Manager II

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.

An Investment Tax Manager II reviews work papers and analysis prepared by other staff supporting the taxation of regulated investment companies (RIC) and investment partnerships.  Directly supervises other tax staff. Responsible for regularly meeting and communicating with the client and external vendors.  Responsible for ensuring that all deliverable schedules are met in a timely manner with accurate product.  Manages staff training and trains staff. 
The Investment Tax Manager II position requires a high level of specialized investment tax knowledge.  This job is generally responsible for the supervision of other staff, but if warranted highly trained individuals in this specialized area will fulfill the duties of an Investment Tax Manager II, excepting responsibility for the direct management of staff.

Key Activities/Elements

• Reviews RIC income tax and excise tax provision work papers; Reviews data that supports financial statement preparation and disclosures; Reviews analysis of securities held by RICs; Reviews estimates of RIC distributions and work papers to support shareholder reporting; Ensures departmental policies and practices are adhered.
• Reviews tax returns, their supporting work papers and associated schedules.
• Reviews work papers and other documents to support other client deliverables and other BBH deliverables.
• Oversees the operations of the department including assignment and monitors departmental progress on various deliverables; Ensures that all deliverable schedules are met in a timely manner with accurate product; Ensures that departmental policies and practices are adhered.
• Meets and communicates with the client on all tax issues.
• Ensures the client’s expectations are known and met.
• Works with the client to assist with investors questions.
• Research and determine security tax treatments.
• Interprets rulings and regulations, and establishes their effect on our clients’ funds and their shareholders.
• Manages the status reporting for management review process.
• Identifies and manages process improvement projects.
• Identifies and manages tax automation projects.
• Manages the department’s training program; Participates in technical and other training to develop skills to enhance the employee and client experience; Develops investment tax and other accounting skills.

KNOWLEDGE, SKILLS AND ABILITIES 

• BS/BA degree in Accounting/Finance or equivalent work experience.
• 7 to 12 years of RIC tax experience.
• Requires tax research skills and extensive knowledge of relevant federal, state and non-US tax statutes, regulations and interpretive rulings or case law.
• Proven ability to work with people and facilitate the smooth workflow between Investment Tax and other internal and external stakeholders.
• Strong client service skills, team attitude and attention to detail.
• Strong supervisory skills with the ability to prioritize.

Salary Range

MA: $100,000 - $150,000 base salary + annual target bonus

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. 

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.