Junior Tax Documentation Specialist

Requirements

• BA/BS or equivalent combination of experience and/or education
• US 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

Benefits

Additional Information

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. 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. Location: Kraków Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years On this position you will be responsible for : Perform administrative matters with respect to review, communication, and maintenance with respect to our clients' tax documentation Develop an understanding of US market regulatory environment and US tax documentation requirements Perform due diligence review of investors' accounts Perform review/validation of FATCA/CRS documentation Perform account and market reconciliations and work with Senior Analysts to resolve issues 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 works with assigned client service base to proactively solicit Perform preparation of reporting files 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

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