Your role

　　Would you like to help us enhance our client experience, now and for the future? Are you customer-centric focused with a good record of resolving enquiries? Do you use innovative approaches to identify and address client needs?

　　• oversee IRS Notices received which entails tracking progress, identifying next steps, preparing FA and client communications, and working with tax vendor to resolve issues with the IRS.

　　• identify accounts in scope each tax year that do not have an EIN and work with tax vendor to submit bulk EIN request through the IRS.

　　• run all new EINs through the IRS TIN match program to identify any discrepancies between UBS and IRS records and work to remediate these items.

　　• support the UBTI team in running annual filing process including: reconciliation of account activity to IRS Schedule K-1s, validating client information that appears on Form 990-T to UBS records, confirming accounts are debited and payment is remitted to the IRS

　　• execute the processes and controls you are responsible for in a timely, accurate and compete manner

　　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?

　　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.

　　Your team

　　You'll be working in the Client Tax Reporting - UBTI/990-T team in Weehawken, NJ

　　Your expertise

　　• able to think creatively, flexibly and logically to solve problems

　　• interested in digitalization and have an affinity with technology

　　• great communicator, comfortable interacting with colleagues at all levels

　　• solid organizational skills, known for hitting deadlines

　　• highly motivated, able to work independently and apply own initiative

　　• bachelor degree or equivalent

　　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

　　This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html