Tax Advisor, Wealth Management
Core
Provide tax advisory and planning support for clients of BBH's Private Wealth Management group, partnering with business owners, executives, and family offices to navigate complex tax structures.
Role type
Senior Tax Advisor (Wealth Management)
Builds
Tax planning strategies and compliance filings for high net worth individuals and entities
Domain
Wealth Management / Tax Law
Deliverable
client delivery
Required skills
complex tax structure navigation, tax law research, estate and income tax planning, financial statement analysis, tax research software proficiency, strategic business decision support
Preferred skills
UHNW tax experience, trust taxation expertise, advanced tax credential (CPA/JD)
Technologies
tax research software, Microsoft Office
Responsibilities
Review tax returns and identify planning opportunities, research and analyze tax questions regarding new laws, implement proactive tax planning strategies, advise Trust Officers and Relationship Managers on tax matters, partner with CFOs to integrate tax into financial planning, develop tax plans to minimize estate and income taxes, review financial statements for individuals and entities
Seniority
Senior, hands-on IC