At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!
What You Can Expect At BBH:
If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.
Location: Kraków
Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old
Join us as a Junior Tax Documentation & Compliance Specialist!
Brown Brothers Harriman is currently recruiting Tax Documentation & Compliance Specialist to join our Global Tax Services. In this role you will be responsible for the collection, validation, tracking, and archiving, of tax documentation for our custody client base, ensuring the proper setup for initial tax withholding purposes, the proper maintenance for ongoing tax withholding purposes, and the resolution of client inquiries.
Some of your key responsibilities include:
- Perform collection and validation of tax documentation for our custody clients
- Perform maintenance functions on existing tax documentation and/or tax documentation database
- Review and respond to internal & external client inquiries relating to tax compliance, tax reporting or tax documentation matters
- Escalate to senior analyst or manager on tax documentation / tax compliance issues to mitigate risk for BBH and its clients
- Review changes in account information to determine impact on client tax documentation and requirements and work with Senior Analysts and Manager to resolve
- Participate in the solicitation process for new documentation and perform account and market reconciliations
- Develop an understanding of the market’s regulatory environment, tax documentation requirements, eligible entity types, and withholding tax environment
- Participate in client conversions to ensure tax documentation requirements are understood and a successful conversion is attained
- Work with the team to establish and/or improve procedures for tax compliance related activities
- Assist with business requirements and testing of systems changes
What we offer:
- To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance
- 24 days of occasional remote work from Poland during a calendar year
- Private medical care
- Life Insurance
- Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.
- Professional trainings and qualification support
- Wellbeing Program
- Online Social Fund benefit platform
- Social, sport and integration events
- Onboarding Program for new hires
Desired Qualifications:
- BA/BS degree or equivalent combination of experience and/or education
- Tax knowledge / experience preferred
- Written and oral communication skills with ability to convey information to internal and external clients in a clear, focused, assertive and concise manner
- Ability to identify, escalate and resolve problematic cases
- Highly organized, detail oriented, self-motivated, capable of monitoring and completing a variety of projects simultaneously
- Ability to manage time efficiently and effectively
- Ability to work under deadlines and under potentially high pressure
- Ability to work in a team environment and client driven environment
What We Do
Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management and Investor Services. Our 5,000 employees operate from 17 locations throughout North America, Europe and Asia.
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