Custody Senior Tax Product Manager

Tax Product Senior Manager – London

Reporting to the head of Global Tax Practice based in Boston, this client‑facing role is part of Global Tax Services, providing tailored tax expertise across 100 markets.

Key Responsibilities

• Develop solutions that promote clients’ needs while navigating complex regulatory environments.
• Monitor and manage implementation of tax changes, assess impact of changes on product and service offerings to 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 changes.
• Lead EU, OECD initiatives including CRS 2.0 and FASTER.
• Actively engage with industry associations.
• Collaborate with Operations Tax teams to assess market developments on the Custody Tax offering.
• Draft market updates, policies, tax product materials and related documentation.
• Respond to internal and external client inquiries within established timeframes.
• Research and publish risk items to internal tax groups on treaty or legislation issues.
• Conduct 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 publish tax‑related announcements.
• Meet with clients monthly to discuss implications of tax developments.
• Represent Global Tax Services in client pitches and presentations.
• Collaborate with outside tax advisors to solve complex tax matters.
• Provide training to internal and external clients on tax regulations as needed.
• Maintain subject‑matter expertise and provide ongoing consultation to internal and external clients and may conduct presentations in external industry forums.

Education and Experience

• BS/BA degrees; JD, LL.M., M.S., E.A. or CPA highly desired.
• Minimum 8 years of 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 and securities instruments, and broad knowledge of business areas.
• Demonstrated presentation, marketing and leadership skills.
• Knowledge of asset servicing or financial services industry in general.

Diversity and Inclusion

We value diverse experiences and encourage applicants whose careers may not follow a traditional path, or who bring alternative experiences.

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