Senior Tax Officer

About the role

This role is responsible for reviewing complex federal and state tax returns for high-net-worth individuals, gifts, estates, fiduciary entities, partnerships, corporations, and tax-exempt organizations within the BBH Multi-Family Office (MFO) Tax group. The position also includes selective tax preparation, maintenance of detailed workpapers, direct communication with clients and their advisors, and management of tax notices, inquiries, and certain audits.

Job Responsibilities

• Manage a dynamic portfolio of assigned clients and adapt to changing priorities based on business needs and seasonal demands.
• Compile, analyze, and prepare financial statements, including balance sheets, income statements, cash flow statements, and supporting schedules.
• Conduct detailed reviews of financial statements to identify discrepancies and ensure completeness and compliance.
• Build and maintain strong relationships with internal and external stakeholders, including clients and their advisors, and BBH Relationship Managers and Wealth Planners.
• Provide day-to-day leadership, mentorship, training, and oversight for junior tax accountants, including review of their work for accuracy and compliance.
• Manage and coordinate tax audits, tax notices, and correspondence with tax authorities.
• Prepare tax returns and maintain detailed supporting work papers as needed.

Tax Review and Compliance

• Review highly complex federal and state tax returns for individuals, entities, fiduciaries, and gift tax filings.
• Maintain a deep understanding of Schedule K-1 reporting for operating businesses, hedge funds, and private equity investments, including the ability to analyze K-1, K-2, and K-3 footnotes and assess their implications.
• Review financial statements for a range of entity types to ensure completeness, accuracy, and compliance.
• Manage and coordinate tax audits, tax notices, and correspondence with tax authorities.

Tax Advisory, Planning, and Research

• Develop and implement tax strategies to optimize clients’ financial positions, identify tax-saving opportunities, and minimize tax liabilities.
• Stay current on changing tax legislation and advise clients and internal partners on its implications.
• Partner with BBH Relationship Managers and Wealth Planner teams to provide tax guidance related to business transactions, acquisitions, investments, and trust structures.

Tax Preparation and Delivery

• Prepare, review, and file accurate federal, state, and local tax returns for individuals, trusts, and entities in a timely manner.
• Support the overall execution of tax engagements by balancing preparation, review, client communication, and issue resolution.

Qualifications

• Minimum of 7–10 years of relevant tax experience, preferably with a Big Four firm.
• Bachelor’s or master’s degree in Accounting required.
• CPA license required.
• Deep knowledge of the Internal Revenue Code and strong experience serving high-net-worth clients and related tax matters.
• Highly self-motivated with the ability to work independently and make an immediate impact with minimal oversight.
• Strong analytical, leadership, communication, and management skills.
• Able to multitask and manage multiple assignments concurrently.
• Experience with CCH ProSystem and Bloomberg BNA Income Tax Planner software preferred.
• Experience with QuickBooks preferred.

Work Environment and Seasonal Demands

The busiest periods for this role are generally March 1 through April 15 and August 15 through October 15. These peak periods require a high level of intensity, strong time management, and a willingness to work overtime as needed.

Pay

Salary Range NY: $150,000 - $190,000 base salary + target annual bonus

Schedule

Not specified