Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Tax Officer prepares all necessary tax authority filing requirements for clients of Private Wealth Management. This role involves reviewing tax returns, providing input on tax planning strategies, and articulating these to various stakeholders. Fiduciary knowledge is considered a plus.

Responsibilities

• Review federal and state estate, fiduciary, individual, and entity tax returns.
• Prepare tax returns 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 affecting account management.
• Develop and review tax plans to minimize overall estate and income taxes.
• Analyze tax matters and drive appropriate business decisions by making recommendations and involving key business resources.
• Ensure proper maintenance of records and information pertinent to taxes and trust accounts through tax work paper files.
• Create financial statements and perform bookkeeping entries for individuals and entities like partnerships, corporations, and private foundations.

Requirements

• Bachelor’s degree or equivalent work experience
• Minimum 5 years of relevant experience
• Knowledge of CCH ProSystem
• 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

Skills

• Fiduciary knowledge
• CPA preferred
• Microsoft Office
• Excel
• Word
• QuickBooks
• Tax research software

Location

• NY

Work Type

• Full-time

Experience Level

• Minimum 5 years of relevant experience

Education Level

• Bachelor’s degree or equivalent work experience
• CPA preferred

Salary/Compensations

• NY: $110,000 - $150,000 base salary + annual bonus

Benefits

• Long-term savings
• Healthcare
• Income protection
• Professional development opportunities
• Time off

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.
• 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.

Equal Opportunity

• 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.