Tax Research Analyst

Posted 6 Days Ago
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Boston, MA
1-3 Years Experience
Fintech • Financial Services
The Role
The Tax Research Analyst at BBH will monitor and review U.S. income tax regulations, providing technical guidance on nonresident alien withholding, validate tax documentation, and enhance tax compliance procedures. Responsibilities also include addressing regulatory matters, fostering client relationships, and driving process improvements.
Summary Generated by Built In

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.

Some of your key responsibilities include:

  • Monitor, review and communicate legislative and regulatory developments in the space of U.S. income tax withholding and information reporting
  • Provide technical advice and guidance on all aspects of U.S. nonresident alien (“NRA”) withholding and information reporting requirements, including but not limited to, Chapters 3 and 4, sections 302, 305(c), 871(m), 1446(f), 305(c), etc.
  • Define, develop, and implement strategic solutions for critical tax related requirements.
  • Assist in the validation of U.S. tax documentation (Forms W-8 and W-9)
  • Liaison with BBH’s Responsible Officer on Automatic Exchange of Information (“AEOI”) discipline, including but not limited to, Foreign Account Tax Compliance Act (“FATCA”) and Common Reporting Standard (“CRS”) related matters
  • Write, review, and implement procedures to maintain and improve tax compliance related activities.
  • Assist in the response and resolution of U.S. information reporting and withholding tax-related IRS or other regulatory matters
  • Identify and escalate tax related business, process, and risk issues, that may result in financial, client or business impact and drive recommendation and resolution with Sr. Management.
  • Cultivate and develop excellent client service relationships through informative and proactive communication on tax related issues.
  • Identify opportunities to differentiate BBH from our market peers through products, services, insights, innovation, and publications,
  • Strengthen team through knowledge sharing
  • Identify and manage process improvement projects

Qualifications:

  • BA/BS or equivalent.
  • Strong understanding of core U.S. income taxation, including requirements related to U.S. residents and nonresident aliens (“NRA”), including Qualified Intermediaries
  • Experience with U.S. tax reporting, including Forms 1099 and 1042-S helpful
  • Demonstrated success to translate regulatory guidance into design solutions for risk mitigation and to fulfill compliance mandates
  • Strong analytical skills and attention to detail when working with high volumes of data
  • Strong communication and presentation skills, both written and verbal
  • Strong experience in tax, project management, and operating model development.
  • Ability to multitask and manage aspects in a changing requirement.
  • Motivated and focused on continuous improvement based on the technical and complex.
  • Highly developed organizational skills and ability to prioritize multiple projects
  • Ability to work in a team environment and under deadlines and time pressures.
  • Strong attention to detail
  • Highly client focused.

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.

The Company
HQ: New York, NY
5,756 Employees
On-site Workplace
Year Founded: 1818

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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