Tax Advisor, Wealth Management

🕒 March 4

🏢🏡 New York City – Hybrid

💵 150k - 190k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

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Brown Brothers Harriman

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Brown Brothers Harriman (BBH) is a privately held, global financial services firm headquartered in New York City. It serves its clients through its two focused business lines: Investor Services, which offers custody, accounting, administration, capital market services, and operating model solutions; and Capital Partners, which offers wealth management, corporate advisory and banking, investment management, and private equity.

📋 Description

• 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.

🎯 Requirements

• Bachelor’s degree required • 6-8+ years relevant work experience • CPA, JD, or other advanced tax credential strongly preferred • UHNW tax experience required (minimum $50+ mil) • Trust taxation experience preferred • 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

🏖️ Benefits

• 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.