Tax Advisor, Wealth Management

Tax Advisor, Wealth Management

Brown Brothers Harriman

Base salary ranges from $110,000 to $150,000 per year. Location‑specific ranges:

• NYC: $110k – $150k
• Boston/Charlotte: $100k – $150k
• Chicago/Philadelphia: $100k – $140k

Position may be based in New York, Boston, Philadelphia, Chicago, or Charlotte. Hybrid role requiring at least three days per week in office.

• Review tax returns and identify planning opportunities for individuals and entities.
• Research and analyze tax questions, staying informed on new or proposed changes to 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 affecting account management.
• Partner with CFOs and family office professionals to integrate tax considerations into broader financial and cash‑flow planning.
• Develop and review tax plans to minimize overall estate and income taxes.
• Analyze tax matters and provide recommendations that drive business decisions.
• Review financial statements for individuals and entities (partnerships, corporations, private foundations) and provide feedback.
• Collaborate with external tax advisors to ensure consistency between advisory strategies and compliance filings.

• Bachelor’s degree required.
• 6–8+ years of relevant work experience.
• CPA, JD, or other advanced tax credential strongly preferred.
• Trust taxation experience strongly preferred.
• Effective communication skills and ability to meet with high‑net‑worth individuals to articulate complex tax provisions.
• Strong technical tax knowledge and experience.
• Proficiency in tax research software.
• Ability to work in a team and manage multiple advisors.
• Strong prioritization and coordination skills across multiple advisors.
• Experience with Microsoft Office products.

BBH’s compensation program includes base salary, discretionary bonuses, and profit‑sharing. We offer long‑term savings plans, healthcare, income protection, professional development opportunities, and time off.

We are an equal‑opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state, or local law.