Tax Product Senior Manager
Based in London, reporting to the Head of Global Tax Practice in Boston, this client‑facing role is part of Global Tax Services, providing tailored tax expertise and solutions for asset managers and banks across a spectrum of investment vehicles in nearly 100 markets.
Responsibilities
- Develop solutions that promote clients’ needs while considering the complex regulatory environment.
- Monitor and manage the implementation of tax changes, assessing their impact on product and service offerings to the 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 requirements.
- Lead EU and OECD initiatives including CRS 2.0 and FASTER.
- Actively engage with industry associations.
- Collaborate with Operations Tax teams to assess the impact of market developments on the Custody Tax offering.
- Draft market updates and associated policies, tax product materials, etc.
- Respond to internal and external client inquiries within established timeframes.
- Research and publish to internal tax groups on risk items related to specific treaty or legislation issues.
- Perform 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 publication of tax‑related announcements.
- Meet with clients monthly to discuss implications of tax developments.
- Represent Global Tax Services in client pitches and presentations.
- Work with outside tax advisors on solutions for complex tax matters.
- Provide training to internal and external clients on tax regulations as needed.
- Maintain subject‑matter expertise to provide ongoing consultation to internal and external clients and conduct presentations in external industry forums.
Education Level and Relevant Experience
- BS/BA degree; JD, LL.M, MST, EA or CPA highly desired.
- Minimum 8 years 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, securities instruments and broad knowledge of business areas across the organization.
- Demonstrated presentation and marketing skills.
- Demonstrated ability to provide leadership and direction.
- Knowledge of asset servicing or financial services industry.
We Value Diverse Experiences
We value diverse experiences and transferable skillsets. If your career has not followed a traditional path, includes alternative experiences, or does not meet every qualification listed, please apply.
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