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Junior Tax Documentation & Compliance Specialist

Brown Brothers Harriman

  • Kraków, Lesser Poland
  • offer expired 2 months ago
  • contract of employment
  • full-time
  • specialist (Mid / Regular), junior specialist (Junior)
  • hybrid work
  • Immediate employment
  • remote recruitment

Brown Brothers Harriman

Stanisława Klimeckiego 1



Your responsibilities

  • Perform collection and validation of tax documentation for our custody clients

  • Perform maintenance functions on existing tax documentation and/or tax documentation database

  • Review and respond to internal & external client inquiries relating to tax compliance, tax reporting or tax documentation matters

  • Escalate to senior analyst or manager on tax documentation / tax compliance issues to mitigate risk for BBH and its clients

  • 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 and perform account and market reconciliations

  • Develop an understanding of the market’s regulatory environment, tax documentation requirements, eligible entity types, and withholding tax environment

  • Participate in client conversions to ensure tax documentation requirements are understood and a successful conversion is attained

  • Work with the team to establish and/or improve procedures for tax compliance related activities

  • Assist with business requirements and testing of systems changes

Our requirements

  • BA/BS degree 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

  • Ability to identify, escalate and resolve problematic cases

  • Highly organized, detail oriented, self-motivated, capable of monitoring and completing a variety of projects simultaneously

  • Ability to manage time efficiently and effectively

  • Ability to work under deadlines and under potentially high pressure

  • Ability to work in a team environment and client driven environment

What we offer

  • 2 additional days added to your holiday calendar for Culture Celebration and Community Service

  • Private medical care for you and your family

  • Life Insurance

  • Professional trainings and qualification support

  • Thrive Wellbeing Program

  • Online benefit platform


  • sharing the costs of sports activities

  • private medical care

  • life insurance

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

Join us as a Junior Tax Documentation & Compliance Specialist!

Brown Brothers Harriman is currently recruiting Tax Documentation & Compliance Specialist to join our Global Tax Services. In this role you will be responsible for the collection, validation, tracking, and archiving, 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.

BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.

This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence.

As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.

Brown Brothers Harriman

Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for almost 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 18 cities throughout North America, Europe and Asia.

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