Senior Tax Product Manager - Custody

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

The Tax Product Senior Manager is based in London, reporting to the head of Global Tax Practice based in Boston. This role is part of the Global Tax Services. Global Tax Services provides tailored tax expertise and solutions for asset managers and banks across a wide range of investment vehicles in close to 100 markets. The Tax Product Manager is a client facing role that:

• Develops solutions to promote clients’ needs considering complex regulatory environment.
• Monitors and manages implementation of tax changes. Assesses impact of tax change to product and service offering to custody business and clients.
• Manages tax information in BBH’s platform.
• Works with business areas across the organization, clients and third parties to communicate changes and implement new regulatory changes.
• Leads EU, OECD initiatives including CRS 2.0 and FASTER.
• Actively engages with industry associations.
• Collaborates with the Operations Tax teams to assess the impact of market developments on the Custody Tax offering.
• Drafts market updates and associated policies, tax product materials, etc.
• Responds to specific internal and external client inquiries within established timeframes.
• Researches and publishes to internal tax groups risk items pertaining to specific treaty and/or legislation issues.
• Performs technical analysis as required to support product management responsibilities.
• Manages engagements with vendors, accounting firms, and law firms to support tax initiatives.

Client Servicing

• Provides response to external client tax inquiries.
• Ensures all client deliverables and expectations are met on a timely and accurate basis.
• Manages client communication and publications of tax related announcements.
• Meets with clients on a monthly basis to discuss implications of tax developments.
• Represents Global Tax Services in client pitches and presentations.
• Works with outside tax advisors on seeking solutions for complex tax matters.
• Provides training to internal and external clients on tax regulations as needed.
• Maintains subject matter expertise to provide ongoing consultation to internal and external clients and may conduct presentations in external industry forums.

Education level and/or relevant experience(s)

• BS/BA degrees; JD, LL.M, MST, EA or CPA highly desired.
• Minimum 8 years related experience.
• Extensive technical and operational knowledge of tax regulations, processes and established relationships with tax experts throughout the industry.
• Extensive understanding of bank, and fund legal structures and securities instruments, and broad knowledge of business areas throughout the organization.
• Demonstrated presentation and marketing skills.
• Demonstrated ability to provide leadership and direction.
• Knowledge of asset servicing or financial services industry in general.

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.

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.

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.