Sr. Investment Tax Specialist

Tax Analyst

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. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.

The tax analyst will prepare fiscal and excise tax provision work papers and related tax adjustments. They will also be responsible for preparation and review of tax returns and their associated schedules and attachments. Tax estimates, as well as other client deliverables.

The tax analyst must possess RIC operational experience; either in fund accounting or financial reporting, RIC tax experience is preferred. The strong candidate will have an attention to detail and a team attitude.

1. Tax Adjustment Analysis

• Prepare and review investment tax adjustments.
• Work with financial reporting and fund accounting teams for clear audit points.

2. Fiscal Tax Provision

• Prepare the fiscal tax provision.
• Prepare financial statement disclosures.
• Clear audit points.

3. Excise Tax

• Prepare excise tax provision.
• Prepare income projections.
• Clear audit points.

4. Distributions

• Prepare distribution calculations.
• Prepare income projections as applicable.
• Prepared distribution memo.

5. Tax Estimates

• Prepare tax estimates per client request.

6. Federal/State Tax Returns

• Prepare, using tax software application, federal and state returns.
• Clear audit points.
• File return on behalf of the client with federal and local tax agencies.

Education level and/or relevant experience(s)

• BS/BA degree in accounting/finance or equivalent work experience.

Knowledge and skills (general and technical)

• Understanding of tax concepts, practices, and procedures helpful.
• Strong client service skills and ability to work in a team.
• Ability to understand financial statements and fund accounting reports and spreadsheets.
• Proficiency in Microsoft Excel and Word required.

Other requirements (licenses, certifications, specialized training, physical or mental abilities required)

• Ability to conceptualize and execute projects and initiatives through to completion.
• Creative problem-solving skills, including the ability to identify, recommend, and implement solutions for tax-related client issues.

Salary Range

$55,000 - $70,000 base salary + annual bonus target.

BBH and its affiliates' 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.

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply.

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.