
Custody Senior Tax Product Manager
Role description
From the employerAt 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.
At Brown Brothers Harriman, we believe no job is too big or small for any of us
to handle if it helps our clients. We value passionate, committed people who
enjoy collaborating with others to find new solutions to complex business
challenges. We are looking for the type of person who speaks their mind, truly
listens and steps outside their role to add value wherever they can. Someone who
is driven to get things done and views obstacles as an exciting challenge that
demands a creative solution. Above all, we seek someone who takes great pride in
their work and is inspired and motivated by their role in protecting and
enhancing our client’s financial well-being.
If you are looking for an entrepreneurial environment where you can learn and
thrive, Brown Brothers Harriman is the right place for you.
Join us as a Tax Product Senior Manager
The Tax Product Senior Manager is based in London, reporting to the head of
Global Tax Practice based in Boston. This role is part of the Global Tax
Services. Global Tax Services provides tailored tax expertise and solutions for
asset managers and banks across a wide range of investment vehicles in close to
100 markets. The Tax Product Manager is a client facing role that:
- Develops solutions to promotes clients’ needs considering complex regulatory
environment.
- Monitors and manages implementation of tax changes. Assess impact of tax
change to product and service offering to custody business and clients.
- Manages of tax information in BBH’s platform
- Works with business areas across the organization, clients and third parties
to communicate changes and implement new regulatory changes.
- Leads EU, OECD initiatives including CRS 2.0 and FASTER
- Actively engages with industry associations
- Collaborates with the Operations Tax teams to assess the impact of Market
developments on the Custody Tax offering. .
- Drafts market updates and associated policies, tax product materials, etc.
- Responds to specific internal and external client inquiries and responding
within the established timeframes.
- Researches and publishes to internal tax groups risk items pertaining to
specific treaty and/or legislation issues.
- Performs technical analysis as required to support product management
responsibilities
- Manages engagements with vendors, accounting firms, and law firms to support
tax initiatives
Client Servicing
- Provides response to external client tax inquiries
- Ensures all client deliverables and expectations are met on a timely and
accurate basis
Manages client communication and publications of tax related announcements
- Meet with clients on monthly basis to discuss implications of tax
developments
- Represent Global Tax Services in client pitches and presentations
- Works with outside tax advisors on seeking solutions for complex tax matters
- Provide training to internal and external clients on tax regulations as
needed
- Maintains subject matter expertise to provide ongoing consultation to
internal and external clients and may conduct presentations in external
industry forums
Education level and/or relevant experience(s)
- BS/BA degrees; JD, LL.M, MST, EA or CPA highly desired
- Minimum 8 years related experience
- Extensive technical and operational knowledge of tax regulations, processes
and established relationships with tax experts throughout the industry
- Extensive understanding of bank, and fund legal structures and securities
instruments, and broad knowledge of business areas throughout the
organization
- Demonstrated presentation and marketing skills
- Demonstrated ability to provide leadership and direction
- Knowledge of Asset servicing or financial services industry in general
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].