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.
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 Specialist!
Brown Brothers Harriman is currently recruiting Tax Documentation Specialist to join our Global Tax Services. In this role you will be responsible for the collection, validation, and tracking 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. This position entails participation in client calls and due diligence visits, for which strong English language communication skills are a necessity. The day to day also involves proactively working with client service and relationship managers on escalations of tax documentation/tax compliance issues and / or requirements for clients.
Some of your key responsibilities include:
- Perform administrative matters with respect to the review, communication, and maintenance with respect to our custody clients’ tax documentation.
- Develop an understanding of the market’s regulatory environment, tax documentation requirements, eligible entity types, and withholding tax environment for assignment countries/client base.
- Perform account and market reconciliations and work with Senior Analysts to resolve issues.
- 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, as necessary, as well as prior to expiration and works with assigned client service base to proactively solicit.
- Assume additional tax functions as business needs develop
- Review and respond to internal client inquiries relating to tax compliance, tax reporting matters or tax documentation matters.
- Participate in client calls and due diligence visits
- Escalate to senior analyst or manager on tax documentation/ compliance issues to mitigate risk for BBH and its clients.
- Work with the team to establish and/or improve procedures for tax compliance related activities
- Assist with business requirements and testing of systems changes
Qualifications:
- BA/BS 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.
- Highly organized, detail oriented, self-motivated, capable of monitoring and completing a variety of projects simultaneously.
- Ability to work in a potentially high pressure, client driven environment, under daily deadlines
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
- 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
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
.
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