Tax Advisor, Wealth Management

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 Advisor, Wealth Management will be responsible for providing tax

advisory and planning support for clients of BBH's Private Wealth Management

group, directly or through external providers.  The ideal candidate can be a

trusted advisor who can partner with business owners, executives, and family

offices to navigate complex tax structures and tax considerations to optimize.

They will also provide valuable input to the development of tax planning

strategies to various internal and external constituents.

Responsibilities

• Tax Management & Advisory

• 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.

Qualifications

• Bachelor’s degree required
• 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

This role can be based in either our New York, Boston, Philadelphia, Chicago or

Charlotte locations and will be a hybrid role, with a minimum of three days per

week in office.

Salary Range

$150k-$190k base salary + annual bonus target

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

[https://www.bbh.com/us/en/bbh-who-we-are/life-at-bbh/rewards-and-benefits.html],

philanthropy

[https://www.bbh.com/us/en/bbh-who-we-are/life-at-bbh/philanthropy.html],

approach to sustainability

[https://www.bbh.com/us/en/bbh-who-we-are/sustainable-bbh.html] or how we

support you to thrive personally, physically and financially

[https://www.bbh.com/us/en/bbh-who-we-are/life-at-bbh/rewards-and-benefits.html].

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.