At BBH we value diverse backgrounds, so if your experience looks a little different from what we’ve outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

The Tax Officer prepares all necessary tax authority filing requirements for clients of Private Wealth Management, either directly or through outsourced vendor resources.  In this role, you will review federal and state estate, fiduciary, individual and other tax returns.  You will also provide valuable input to the development of tax planning strategies, articulating these to Trust Officers, Relationship Managers, clients, and other internal and external constituents.  Fiduciary knowledge is a plus in this role.

Responsibilities:

Tax Management & Advisory

• Review federal and state estate, fiduciary, individual, and entity tax returns. Tax preparation of the returns will also be required, as needed.

• Research and analyze tax questions and stay informed regarding new or proposed changes in tax laws and regulations.

• Provide input to the development of tax planning strategies.

• Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts.

• Develop and review tax plans to minimize overall estate and income taxes, with support from the Senior Tax Officer.

• Analyze tax matters and drive appropriate business decisions by making recommendations and involving key business resources.

• Ensure that records and information pertinent to taxes and trust accounts are properly maintained through maintenance of tax work paper files.

• Create financial statements and perform bookkeeping entries for individuals and entities like partnerships, corporations, and private foundations.

Qualifications:

• Bachelor’s degree or equivalent work experience

• Minimum 5 years of relevant experience with Knowledge of CCH ProSystem

• CPA preferred

• Ability to effectively articulate complex tax provisions and tax planning strategies

• Strong technical tax knowledge and experience

• Strong understanding of portfolio accounting and related systems

• Experience with Microsoft Office products, particularly Excel and Word

• Extensive knowledge of QuickBooks

• Ability to utilize tax research software to perform tax research

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.

Salary Range

$120,000-$140,000

BBH’s 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.