Job description
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 Fiduciary Tax Administrator
Brown Brothers Harriman is currently recruiting a Fiduciary Tax Administrator to join our Trust Company Fiduciary Tax Services Team. In this role you will support the preparation, and tax vendor oversight, of all necessary tax returns for Brown Brothers Harriman Trust Company client accounts. You will be responsible for filing of tax returns (paper and efile) and the processing of payments (epay and checks.) You will ensure all required filings are made by all due dates by maintaining control of the client master list. You will liaise with Relationship Managers, Trust Officers and Multi-Family Office clients, in connection with the preparation of tax returns, payment of taxes and other tax matters.
Some of your key responsibilities include:
Tax Preparation:
- Support the preparation of federal and state estate, fiduciary, individual and other tax returns for BBH Trust Company accounts
- Research tax payment problems and maintain refund controls
- Understand the portfolio accounting system and tax coding so that accurate information bridges to tax vendors.
- Maintain records and information pertinent to taxes and trust accounts
- Escalate technical tax issues to senior tax leadership, as appropriate
- Answer tax notices where appropriate
- Process tax payments and file tax returns via e-file or mail
Vendor Support:
- Review and audit tax returns prepared by vendors as to tax payments
- Resolve tax preparer questions with TOs/RMs, as appropriate
- Escalate issues with vendors to senior tax leadership, as appropriate
- Ensure vendors comply with agreed upon contract terms and BBH standards, policies, and compliance requirements
Qualifications:
- BA or Equivalent preferred
- Ability to articulate basic tax information
- Working knowledge of portfolio accounting and related systems
- Knowledge of tax payment processes and tax return filing
- Experience with Microsoft Office Products, particularly Excel and Word
- Knowledge of OneSource Trust Tax, ProSystem and AddVantage is a plus but not required
What We Offer:
- A collaborative environment that enables you to step outside your role to add value wherever you can
- Direct access to clients, information, and experts across all business areas
- Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
- A culture of inclusion that values each employee’s unique perspective
- High-quality benefits program emphasizing good health, financial security, and peace of mind
- Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
- Volunteer opportunities to give back to your community and help transform the lives of others
BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range for this role is $95,000 to $100,000, which is specific to New York, NY 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 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.
Full time New York
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