Overview In this role you will provide tax advisory and planning for BBH's Private Wealth Management clients. You will partner with business owners, executives, and family offices to navigate complex tax structures and optimize after-tax results. You'll develop tax plans and advise cross-functional teams to align tax strategy with financial goals. This position offers meaningful impact in a collaborative, client-centric firm with a long heritage of partnership.
Compensation / Benefits- base salary
- annual bonus target
- profit-sharing
- long-term savings
- healthcare
- income protection/benefits
Responsibilities- Review tax returns and identify planning opportunities for individuals and entities
- Research tax questions and stay updated on new tax laws and regulations
- Develop proactive tax planning strategies to minimize taxes and optimize after-tax results
- Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters
- Partner with CFOs and family office professionals to integrate tax into broader financial planning
- Develop and review tax plans to minimize estate and income taxes with support
- Analyze tax issues to drive informed business decisions with key resources
- Review financial statements for individuals and entities and provide feedback
- Collaborate with external tax advisors to ensure consistency between advisory and compliance filings
Key requirements- Bachelor's degree required
- 6-8+ years relevant work experience
- CPA, JD, or other advanced tax credential preferred
- Trust taxation experience preferred
- Strong communication skills with sophisticated high-net-worth individuals
- Strong technical tax knowledge and experience
- Ability to use tax research software for tax research
- Team-oriented with ability to coordinate multiple advisors
- Ability to monitor and prioritize workflow across advisors
- Experience with Microsoft Office products
- Effective communication
- Client-facing presentation skills
- Team collaboration
- Tax planning and advisory
- Tax research software
- Trust taxation
