Assistant Department Head - Tax Reclaim

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.

Location: Kraków

Hybrid model: Hybrid model 3 days per week in the office /2 days for a parent of

a child up to 4 years old

About the team: We are seeking an experienced, strategic leader to head the Tax

Reclaim Department, overseeing tax recovery operations, regulatory compliance,

internal controls, and operational excellence. As a member of the leadership

team, this individual will drive reclaim strategies, improve client outcomes,

and lead a high-performing team. The department manages tax reclaims, maintains

client documentation, ensures timely and accurate processing, and oversees stamp

duty, capital gains, and AEOI reporting. It also maintains key subcustodian

relationships and supports product development initiatives while driving process

efficiency and continuous improvement.

In our team, you will be responsible for

• Leads by example in establishing a culture of providing superior service to

BBH's clients;

• Builds and maintains strong internal and external business relationships;
• Collaborates effectively with internal client groups to execute department

strategy;

• Participates in and leads client visits, presentations, walk through and

other sales & client retention activities;

• Ensures compliance to all and operational procedures;
• Monitors operational issues and follow through on effective problem

resolution with management of supporting departments;

• Develops and maintains a culture of results oriented, continuous process

improvement;

• Assists Department Head with ongoing project management and acts as a

professional voice for the department and firm as a whole;

• Oversees the supervision of staff members through appropriate recruiting,

training, performance management, and succession planning;

• Actively manages staff performance and progressive discipline process to

ensure the most effective use of the firm’s resources through careful

planning, analysis, and control.

What we’re looking for

• Bachelor’s degree in Business or a related field, or equivalent professional

experience.

• Minimum 10 years of experience in the Fund Services, Custody, or Financial

Services industry.

• At least 5 years of progressive people management and leadership experience.
• Proven ability to manage and develop multiple client relationships

effectively.

• Experience leading business transition, transformation, or system

implementation projects.

• Strong leadership skills with the ability to motivate teams and deliver

exceptional client service.

• Demonstrated ability to drive, manage, and implement organizational change

initiatives.

• Self-motivated professional with strong independent thinking and

decision-making capabilities.

• Fluent English with excellent written and verbal communication skills.
• Strong coordination, problem-solving, and stakeholder management skills, with

the ability to lead cross-office initiatives and proactively address

potential issues.

What we offer

• To encourage cultural awareness and philanthropy, BBHers have 1 Culture

Celebration Day and 1 Community Service Day in addition to their paid

standard vacation allowance

• Task based working system
• Private medical care
• Life Insurance
• Employee Assistance Program - offering independent and confidential

counselling services for you and your family. You can get support for topics

including family, marriage and relationships, finances, and legal issues.

• Professional trainings and qualification support
• Wellbeing Program
• Online Social Fund benefit platform
• Social, sport and integration events
• Onboarding Program for new hires

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].