Tax Advisor, Wealth Management

Overview

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 Advisor, Wealth Management will provide tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers. The ideal candidate is a trusted advisor who can partner with business owners, executives, and family offices to navigate complex tax structures and tax considerations to optimize outcomes. They will contribute to the development of tax planning strategies for various internal and external constituents.

• Tax Management & Advisory:
  Review tax returns and identify potential planning opportunities for individuals and entities.
• Research and analyze tax questions and stay informed about new or proposed changes in tax laws and regulations.
• Identify and implement proactive tax planning strategies to minimize tax exposure and optimize after‑tax results.
• Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters affecting account management.
• Partner with CFOs and family office professionals to integrate tax considerations into broader financial and cashflow planning.
• Develop and review tax plans to minimize overall estate and income taxes, with appropriate support.
• Analyze tax matters and drive business decisions by making recommended actions and involving key resources.
• Review financial statements for individuals and entities (e.g., partnerships, corporations, private foundations) and provide feedback.
• Collaborate with external tax advisors to ensure consistency between advisory strategies and compliance filings.

• Bachelor’s degree required
• 7–10 years of relevant work experience
• CPA, JD, or other advanced tax credential required
• Trust taxation experience required
• Effective communication skills to articulate complex tax provisions and planning strategies to sophisticated high net worth individuals
• Strong technical tax knowledge and experience
• Ability to utilize tax research software for tax research
• Ability to work in a team and manage multiple advisors
• Ability to monitor, prioritize, and coordinate workflow across multiple advisors
• Experience with Microsoft Office products

This role can be based in New York, Boston, Philadelphia, Chicago, or Charlotte and will be a hybrid role with a minimum of three days per week in office.

• NYC: $110k - $150k base salary + annual bonus target
• Boston/Charlotte: $100k - $150k base + annual bonus target
• Chicago/Philadelphia: $100k - $140k base + annual bonus target

BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. Base salaries may vary by location due to cost of living and labor considerations. BBH’s total rewards package includes benefits that support overall well-being, professional development, and time off.

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions, and a partnership approach to client management. We work with sophisticated clients across Investor Services and Capital Partners to deliver exceptional service and expert advice.

We value diverse experiences and transferable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification listed, please 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.