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Tax & Reporting Specialist

UBS Sydney, Australia
Posted 2 days ago Permanent Competitive
Your role
Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?

Wealth Management Operations are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must:

• Know what our clients want and need.
• Deliver excellence.
• Drive the organisation forward by working with purpose and passion.

We're looking for an Tax and Client Reporting Specialist to:
• Manage end to end process of generation and dissemination of customized reports and letters.
• Perform controls and supervisions of the customized statements and letters to validate the completeness, accuracy and timeliness dissemination of statements.
• Working with key stakeholders to understand the data required.
• Foreign Account Tax Compliance Act (FATCA, Common Reporting Standards (CRS) reporting and supporting QI Reporting process as required.
• Supporting change by identifying and implementing process improvements or cost saving opportunities.
• Ongoing self-development/cross training across Operations.

Your team
You'll be working in the Wealth Management Asset Transfers team based in Sydney. The team is mandated to provide customized reporting to Wealth Management clients as well as supporting year-end tax reporting requirements for the Australian Wealth Management business. This is an excellent platform for a good work life balance and working environment including remote work options.

Your expertise
• Excellent communication and stakeholder management
• At least 5 years of experience in Private Banking and/or Tax Reporting Function.
• Work experience in FATCA and/or AEI (Automatic Exchange of Information also known as Common Reporting Standard CRS) will be preferred.
• Proficient in Tax and/or regulatory reporting will be preferred
• Product knowledge of private banking products and product event life cycle and how it should be displayed in the client statements will be added advantage
• Have a strong risk mindset and be able to escalate issues and be transparent.
• Strong time management and organisational skills to manage multiple deliverables simultaneously.
• Innovative and able to drive results.
• Strong teamwork skill to collaborate with internal and external teams. Be able to demonstrate a strong partnership and inclusive to all team members.
• Microsoft Suite of applications knowledge (especially Microsoft Excel)

You'll be employed by and work at Credit Suisse Management (Australia) Pty Limited in the Wealth Management Division the course of Credit Suisse integration into UBS

*#LI-TC1

About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How we hire
We may request you to complete one or more assessments during the application process. Learn more

Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
Job ID  291286BR
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