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Lead the Tax Reclaim Department at BBH in Kraków, leading tax recovery, compliance, and team operations.
Hybrid role, 3 office days a week, focused on operational excellence and client service in a 200-year legacy firm.
Description:
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: Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old
About the team:
We are seeking an experienced, strategic leader to head the Tax Reclaim Department, overseeing tax recovery operations, regulatory compliance, internal controls, and operational excellence. As a member of the leadership team, this individual will drive reclaim strategies, improve client outcomes, and lead a high-performing team. The department manages tax reclaims, maintains client documentation, ensures timely and accurate processing, and oversees stamp duty, capital gains, and AEOI reporting. It also maintains key subcustodian relationships and supports product development initiatives while driving process efficiency and continuous improvement.
In our team, you will be responsible for:
- Leads by example in establishing a culture of providing superior service to BBH's clients;
- Builds and maintains strong internal and external business relationships;
- Collaborates effectively with internal client groups to execute department strategy;
- Participates in and leads client visits, presentations, walk through and other sales & client retention activities;
- Ensures compliance to all and operational procedures;
- Monitors operational issues and follow through on effective problem resolution with management of supporting departments;
- Develops and maintains a culture of results oriented, continuous process improvement;
- Assists Department Head with ongoing project management and acts as a professional voice for the department and firm as a whole;
- Oversees the supervision of staff members through appropriate recruiting, training, performance management, and succession planning;
- Actively manages staff performance and progressive discipline process to ensure the most effective use of the firm's resources through careful planning, analysis, and control.
What we’re looking for:
- Bachelor's degree in Business or a related field, or equivalent professional experience.
- Minimum 10 years of experience in the Fund Services, Custody, or Financial Services industry.
- At least 5 years of progressive people management and leadership experience.
- Proven ability to manage and develop multiple client relationships effectively.
- Experience leading business transition, transformation, or system implementation projects.
- Strong leadership skills with the ability to motivate teams and deliver exceptional client service.
- Demonstrated ability to drive, manage, and implement organizational change initiatives.
- Self-motivated professional with strong independent thinking and decision-making capabilities.
- Fluent English with excellent written and verbal communication skills.
- Strong coordination, problem-solving, and stakeholder management skills, with the ability to lead cross-office initiatives and proactively address potential issues.
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
- Task based working system
- 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
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 hungry 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.