Operations Lead Specialist –Tax Services

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.

Location: Kraków

Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years

Join us as an Operations Lead Specialist –Tax Services!

Brown Brothers Harriman is currently recruiting an Operations Lead Specialist –Tax Services. The Operations Lead Specialist –Tax Services is responsible for handing complex global processing, balancing, and reconciling of custody positions related to tax processing. Operations Lead Specialist will learn an understand of the regulations related to Transaction taxes in Non-US Markets, specifically Capital Gains Tax (CGT), Stamp Duty, Sales Tax and Securities Tax and will be responsible for performing daily validations and oversight of the transaction taxes debited by the Market. In addition, they are responsible for assisting the supervisor with enhancing the productivity of the unit and coordination of workflow management, training new employees, and ensuring quality control standards are met.

Some of your key responsibilities include:  

• Coordinate intraday and end of day prioritization and reconciliation of daily work/proof and control. Help to ensure all deadlines and requirements are being met.
• Manage daily production and client reporting.
• Monitor and assist in the resolution of complex issues.
• Communicate professionally and constructively to effectively resolve issues to minimize risk and exposure.
• Assist team members with day-to-day activities/provide back-up support and training. Review and verify work of team members.
• Contribute to Division or Firm process improvement activities.
• Repair and resolve more complex discrepancies that impact client servicing in a timely and accurate manner.
• Monitoring sub custodian performance - ensuring timely and accurate reporting, tax debit processing and resolution of repairs.
• Proper escalation and resolution of high exposure items and open repairs. Follow up on open inquiries.
• Assisting clients with reclaims related to transaction tax.
• Provide subject matter and technical expertise and build collaborative relationships at all levels of the organization.

What we offer:

• To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance
• 24 days of occasional remote work from Poland during a calendar year
• Contracts for an indefinite period, from day one
• Private medical care
• Life Insurance
• Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.
• Professional trainings and qualification support
• Wellbeing Program
• Online Social Fund benefit platform
• Social, sport and integration events
• Onboarding Program for new hires

Desired Qualifications:

• BS/BA degree or equivalent work experience.
• 1 to 2 years of custody or securities processing or other industry experience.
• English skills at minimum B2 level.
• Research, analysis, and problem resolution skills.
• Ability to communicate professionally through effective verbal and written skills.
• Organizational skills and detail oriented.
• Ability to multi-task, work in a team environment, meet deadlines and work under pressure.
• Proactive self-starter who is detail and goal oriented.
• Computer literate - MS Suite of products (Excel, PowerPoint, Word).

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.