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Brown Brothers Harriman · 2 months ago

Tax Advisor, Wealth Management

Charlotte

Full-time

Hybrid

Senior Level

$110K/yr - $150K/yr

7+ years exp

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service and specialist expertise. The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, partnering with business owners and family offices to navigate complex tax structures and optimize tax strategies.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

Review tax returns and provide potential planning opportunities for individuals and entities

Research and analyze tax questions and stay informed regarding new or proposed changes in tax laws and regulations

Identify and implement proactive tax planning strategies to minimize tax exposure and optimize after tax results

Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts

Partner with CFOs and family office professionals to integrate tax considerations into broader financial and cashflow planning

Develop and review tax plans to minimize overall estate and income taxes, with support

Analyze tax matters and drive appropriate business decisions by making recommendations and involving key business resources

Review financial statements for individuals and entities like partnerships, corporations, and private foundations and provide feedback

Collaborate with external tax advisors ensuring consistency between advisory strategies and compliance filings

Qualification

CPATrust taxation experienceTechnical tax knowledgeTax research softwareEffective communicationMicrosoft OfficeTeam management

Required

Bachelor's degree required

7-10 years relevant work experience

CPA, JD, or other advanced tax credential required

Trust taxation experience required

Effective communication skills and ability to meet with sophisticated high net worth individuals to articulate complex tax provisions and tax planning strategies

Strong technical tax knowledge and experience

Ability to utilize tax research software to perform tax research

Ability to work in team and manage multiple advisors

Ability to monitor, prioritize and coordinate workflow across multiple advisors

Experience with Microsoft Office products

Benefits

Base salary

Discretionary bonuses

Profit-sharing

Long-term savings

Healthcare

Income protection

Professional development opportunities

Time off

Company

Brown Brothers Harriman

Glassdoor3.7

Brown Brothers Harriman is an American partnership bank that offers a range of international investment and banking services.

Founded in 1995

New York, New York, USA

5001-10000 employees

http://www.bbh.com

H1B Sponsorship

Brown Brothers Harriman has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (22)

2024 (16)

2023 (18)

2022 (23)

2021 (15)

2020 (10)