Lead Operations Specialist - US Tax IRT

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.

Service Delivery US Tax -Inquiry Response Team

The Service Delivery - Inquiry Response Team Tax Lead Specialist will be responsible for the deliverables associated with all aspects of responding to and managing client inquiries.  Candidate must have a working knowledge of US tax reporting, including 1099 and 1042S.  Knowledge of FATCA, Income Reclassification and Wall Street Concepts interface preferred.  Ability to work independently to respond to all client inquiries on a daily basis including the most complex and escalated issues. 

Responsibilities:

• Respond via email, phone and internal inquiry system to all complex and escalated client tax related inquiries on a daily basis, displaying ownership over each resolution provided.
• Develop department culture focused on client service excellence and superior product offerings.
• Support analysis of tax related events to identify complexities, operational complications and confirm client elections for tax treatments have been processed in accordance with BBH’s standards of operational excellence.
• Review client feedback, RFPs and inquiries for trends.  Utilize this information to determine gaps, provide metrics, train clients and propose solutions.
• Develop and review metrics according to client’s expectations.  Assist in process improvements, development of new products and workflows to meet these key performance indicators.
• Maintain a strong knowledge of BBH Departments/LOBs, systems, and services in order to highlight relevance of CA products to clients.
• Introduce and familiarize clients to the BBH Product Suite, new technology and automation tools.
• Maintain a strong knowledge of industry initiatives to help anticipate future client requests and provide client solutions.
• Working knowledge of year-end reporting including 1099 and 1042s processing in order to respond to client questions.
• Ability to research income payments and corporate actions to ensure proper taxation
• Understand regulatory requirements related to cost basis, FATCA, and other IRS reporting requirements.
• Assisting management in the implementation of policies, procedures and controls
• Ensuring adherence to all established policies, procedures and controls
• Communicating professionally and constructively to effectively resolve issues in order to minimize risk and exposure

Qualifications:

• BS/BA degree or equivalent job experience
•  1 – 3 years of industry experience
•  Strong interpersonal skills
•  Ability to communicate professionally with others
•  An aptitude for analytical and problem resolution
•  Self Starter, proactive, and objective oriented
•  Results oriented

Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Corporate Banking, Mergers & Acquisitions Advisory, Investment Management, Wealth Management, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia. 

BBH is committed to diversity, innovation through our trusted, valued and differentiated service model. Our culture is driven by our goal to provide the best solutions and services to our clients and each other.  Our Partnership structure creates a flat organization that promotes collaboration across all business lines.  We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives. 

This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence. 

As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution.  As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.

BBH is an affirmative action, Equal Employment Opportunity employer.

   

Salary Range

Jersey City: $60,000 - $75,000 + annual performance bonus

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.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

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.