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About the Role

The Tax Product Senior Manager is a client-facing role responsible for developing solutions that promote client needs within a complex regulatory environment. This role involves monitoring and managing the implementation of tax changes, assessing their impact on the product and service offering, and managing tax information within BBH's platform.

Responsibilities

• Develops solutions to promote clients’ needs considering complex regulatory environment.
• Monitors and manages implementation of tax changes.
• Assesses impact of tax change to product and service offering to custody business and clients.
• Manages of tax information in BBH’s platform.
• Works with business areas across the organization, clients and third parties to communicate changes and implement new regulatory changes.
• Leads EU, OECD initiatives including CRS 2.0 and FASTER.
• Actively engages with industry associations.
• Collaborates with the Operations Tax teams to assess the impact of Market developments on the Custody Tax offering.
• Drafts market updates and associated policies, tax product materials, etc.
• Responds to specific internal and external client inquiries and responding within the established timeframes.
• Researches and publishes to internal tax groups risk items pertaining to specific treaty and/or legislation issues.
• Performs technical analysis as required to support product management responsibilities.
• Manages engagements with vendors, accounting firms, and law firms to support tax initiatives.
• Provides response to external client tax inquiries.
• Ensures all client deliverables and expectations are met on a timely and accurate basis.
• Manages client communication and publications of tax related announcements.
• Meet with clients on monthly basis to discuss implications of tax developments.
• Represent Global Tax Services in client pitches and presentations.
• Works with outside tax advisors on seeking solutions for complex tax matters.
• Provide training to internal and external clients on tax regulations as needed.
• Maintains subject matter expertise to provide ongoing consultation to internal and external clients and may conduct presentations in external industry forums.

Requirements

• Extensive technical and operational knowledge of tax regulations, processes and established relationships with tax experts throughout the industry.
• Extensive understanding of bank, and fund legal structures and securities instruments, and broad knowledge of business areas throughout the organization.
• Demonstrated presentation and marketing skills.
• Demonstrated ability to provide leadership and direction.
• Knowledge of Asset servicing or financial services industry in general.

Skills

• Tax regulations
• Tax processes
• Client servicing
• Communication
• Technical analysis
• Product management
• Regulatory changes
• Industry associations
• Presentation
• Marketing

Location

• London

Work Type

• Full-time

Experience Level

• Minimum 8 years related experience

Education Level

• BS/BA degrees
• JD, LL.M, MST, EA or CPA highly desired

About the Company

• 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, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
• Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise.
• BBH works with leading asset managers, financial institutions, private businesses and their owners, wealthy families, and sophisticated institutional investors.
• As a private partnership, we are uniquely built to put clients first and create success that lasts.
• We believe our success starts with yours.
• At BBH, partnership is more than just a form of ownership—it’s our approach to business and relationships.
• Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice.
• 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.
• No matter where you sit in the organization, everyone is empowered to contribute their ideas and perspective.
• BBHers can pick up the phone and call any colleague, and they are happy to help – which is why expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
• Delivering for our clients and each other energizes us.
• 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.
• 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.
• With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.