Tax Onboarding Compliance Analyst

Job description

Description

UBS Investment Bank is seeking an Analyst (Non Officer) to support our tax document processing team with client tax documentation covering international client accounts. As a member of the remediation team for UBS' FATCA program, you will be responsible for assisting in client outreach to collect updated tax documentation, reviewing and validating client tax documentation (IRS Forms W-8 and W-9, FATCA & AEI Self-Certification forms), and updating client records.

This is a middle office role. Responsibilities will include but are not limited to:
o Provide support to client onboarding and front office staff with client related technical questions regarding Foreign Account Tax Compliance Act (FATCA) and Automatic Exchange of Information (AEI) program arranged by the OECD
o Performing FATCA and AEI remediation processing to ensure compliance with FATCA and AEI regulations with regards to existing accounts
o Assist in other tax remediation work related to FATCA and AEI
o Liaise with Tax Control team on regulatory specific requirements and questions
o Resolving client queries and managing exceptions
o Identifying and if necessary escalate high risk items to management
o Build and maintain a comprehensive knowledge of all internal systems related to Tax Onboarding, Client Onboarding, and Reviews
o Operating as part of a cross-product team and helping to support all functions in their timely execution of responsibilities.

Requirements:
o Undergraduate degree required
o Ability to communicate effectively with department personnel, including escalating concerns or issues in a timely and clear manner
o Ability to communicate effectively with other business area contacts and clients
o Desire to be challenged and to learn
o Professional integrity; understanding the confidential environment of the Investment Bank
o Proficient in Microsoft PowerPoint, Word and Excel

Preferred Qualifications:
o Familiarity with IRS Forms W-8 and W-9 requirements
o Familiar with FATCA and AEI regulations
o Understanding of corporate documents and structures
o Ability to analyze complex client documentation
o Analytical and logical manner; good at problem solving and devising solutions
o Ability to effectively document findings through accurate summaries
o Detail and process-oriented
o Project management skills

What we offer

UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.

Take the next step

Fitting in at UBS means being passionate and motivated about what you do. If you like collaborating, are used to challenging others and being challenged in return, then you have the right attitude to thrive in our environment. Want to become part of our team? Apply now.

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.