Investment Tax Manager I

About BBH

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. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career. BBH is a premier global financial services firm, known for premium service, specialist expertise, technology solutions, and a partnership approach to client management. Across Investor Services and Capital Partners, we work with sophisticated clients tackling their hardest challenges. We believe stability is a competitive advantage and invest in relationships, technologies, and development for the long-term interests of our clients and people.

Responsibilities

• Management Reporting: Prepare status reporting for management review.
• Monitor and Scheduling of Deliverables: Assign and monitor departmental progress on various deliverables.
• Income Tax Provision: Review the Fund income tax provision and clear audit points.
• Security Analysis: Prepare and review the investment security analysis. Coordinate approaches with the Financial Reporting and Fund Accounting Teams and clear audit points.
• Income Tax Allocations: Review the income tax allocations to each partner, analyze special allocated items, and review the application of management and incentive fees.
• Analysis of Structure: Consult and train others on fund structures to properly assess investor requirements.
• Reportable Transactions / Flow Through Items: Review staff-prepared footnotes including UBTI, ECI, and State Sourcing. Review Reportable Transactions.
• Tax Planning: Review tax estimates required for the Funds, work with clients to assist with investor questions, and analyze the structure to plan for investors.

Requirements

• BS/BA degree in Accounting/Finance or equivalent work experience.
• Minimum of 3+ years of Partnership tax experience.
• Proven ability to work with people and facilitate smooth workflow between Investment Tax and other internal and external stakeholders.
• Strong client service and supervisory skills with the ability to prioritize.
• Understanding of partnership tax-related code sections, forms, elections, and tax adjustments of securities.
• Ability to conceptualize and execute projects and initiatives through to completion.
• Creative problem-solving skills, including identifying, recommending, and implementing solutions for tax-related client issues.

Pay

Salary Range: $80,000 - $120,000 Base Salary + Annual Target Bonus. BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range may differ in other locations due to cost of living and labor considerations.

Benefits

BBH’s total rewards package recognizes your contributions with benefits that enhance your experience, including long-term savings, healthcare, income protection, professional development opportunities, and time off. Our programs support your overall well-being.