At a Glance
- Tasks: Lead tax product management and navigate complex regulations for global clients.
- Company: Join a leading global tax services firm with a focus on innovation.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Other info: We embrace diverse backgrounds and encourage unique career paths.
- Why this job: Make a real impact in the financial services industry while developing your expertise.
- Qualifications: 8+ years of tax experience and strong communication skills required.
The predicted salary is between 80000 - 100000 £ per year.
Reporting to the head of Global Tax Practice based in Boston, this client‑facing role is part of Global Tax Services, providing tailored tax expertise across 100 markets.
Key Responsibilities
- Develop solutions that promote clients’ needs while navigating complex regulatory environments.
- Monitor and manage implementation of tax changes, assess impact of changes on product and service offerings to custody business and clients.
- Manage tax information within BBH’s platform.
- Work with business areas, clients and third parties to communicate changes and implement new regulatory changes.
- Lead EU, OECD initiatives including CRS 2.0 and FASTER.
- Actively engage with industry associations.
- Collaborate with Operations Tax teams to assess market developments on the Custody Tax offering.
- Draft market updates, policies, tax product materials and related documentation.
- Respond to internal and external client inquiries within established timeframes.
- Research and publish risk items to internal tax groups on treaty or legislation issues.
- Conduct technical analysis to support product management responsibilities.
- Manage engagements with vendors, accounting firms and law firms to support tax initiatives.
Client Servicing
- Provide responses to external client tax inquiries.
- Ensure all client deliverables and expectations are met on a timely and accurate basis.
- Manage client communication and publish tax‑related announcements.
- Meet with clients monthly to discuss implications of tax developments.
- Represent Global Tax Services in client pitches and presentations.
- Collaborate with outside tax advisors to solve complex tax matters.
- Provide training to internal and external clients on tax regulations as needed.
- Maintain subject‑matter expertise and provide ongoing consultation to internal and external clients and may conduct presentations in external industry forums.
Education and Experience
- BS/BA degrees; JD, LL.M., M.S., E.A. or CPA highly desired.
- Minimum 8 years of related experience.
- Extensive technical and operational knowledge of tax regulations, processes and established relationships with tax experts.
- Extensive understanding of bank and fund legal structures and securities instruments, and broad knowledge of business areas.
- Demonstrated presentation, marketing and leadership skills.
- Knowledge of asset servicing or financial services industry in general.
Diversity and Inclusion
We value diverse experiences and encourage applicants whose careers may not follow a traditional path, or who bring alternative experiences.
Custody Senior Tax Product Manager in London employer: Brown Brothers Harriman
At BBH, we pride ourselves on fostering a collaborative work culture that prioritises both professional development and personal well-being. As a Markets Strategist, you will benefit from our commitment to employee growth through tailored training programmes and mentorship opportunities, all while being part of a firm with a rich 200-year legacy in the financial sector. Located in a vibrant city, our workplace offers a dynamic environment where innovation thrives, making it an ideal setting for those looking to make a meaningful impact in their careers.
