Join to apply for the Junior Tax Documentation Specialist role at Brown Brothers Harriman

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 Junior 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.

Key Responsibilities

• Perform review and validation of FATCA/CRS documentation.
• Perform due diligence review of investors’ accounts.
• Perform task related to the annual regulatory reporting obligation (FATCA and CRS).
• Develop an understanding of US market regulatory environment and US tax documentation requirements.
• 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 work 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.
• 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.

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.

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.

Seniority level: Not Applicable

Employment type: Full-time

Job function: Accounting/Auditing and Finance

Industries: Banking, Financial Services, and Investment Management

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