Brown Advisory Benefits Overview

Gather, document, and test business requirements for financial and portfolio systems; analyze processes and recommend solutions; support implementations, integrations, vendor RFPs, QA testing, stakeholder communications, and oversight of third-party suppliers while assisting project and portfolio management activities.

Provide on-site executive and reception support in the San Francisco office: manage communications, calendar, travel, expense reports, and Salesforce CRM; operate reception and mailroom; handle vendor/inventory and catering; set up meeting rooms and technology; coordinate events and assist the broader team.

Provide technical fiduciary and private client tax expertise: review trust and foundation returns, oversee third-party preparers, conduct tax research, resolve notices, review trust documents, coordinate with advisors, and support process improvements and training.