Job Description
Australia
Operations
Global Wealth Management
Job Reference #
322985BR
City
Sydney
Job Type
Full Time
Your role
Are you able to anticipate what our clients want and need? Do you strive to deliver excellence? Are you able to drive the organisation forward by working with purpose and passion?
We're looking for Client Tax Reporting Specialist to:
Drive the accurate and timely release of client tax reports by performing daily security income and holding reconciliations and processing for exceptions.
Work with our onshore operations teams, external service provider and IT support to resolve breaks and issues.
Provide support to the front office and key stakeholders in regard to client tax reporting.
Perform all client tax reporting processes, including conducting quarterly and annual reviews.
Assist with the ongoing maintenance of tax reporting procedure documents in response to changing business needs and ad-hoc internal projects.
Your team
You’ll be working in the Wealth Management Client Tax Reporting team based in Sydney. The team is mandated to provide accurate Client Tax Guides to Wealth Management clients. With an inclusive and friendly team plus company culture, you will be well supported in your long term career progress. This is an excellent platform for a good work/life balance with an office-centric approach, which includes remote work options.
Your expertise
At least 3 years of experience in Operations and/or Tax Reporting Function.
Self-motivated individual with high attention to detail required to accurately perform reconciliations in a timely manner
Product knowledge of Wealth Management products /product event life cycle, particularly Corporate Actions, and how it should be displayed in the client statements will be an advantage.
Excellent communication and stakeholder management
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) #LI-Hybrid
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 know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
Operations
Global Wealth Management
Job Reference #
322985BR
City
Sydney
Job Type
Full Time
Your role
Are you able to anticipate what our clients want and need? Do you strive to deliver excellence? Are you able to drive the organisation forward by working with purpose and passion?
We're looking for Client Tax Reporting Specialist to:
Drive the accurate and timely release of client tax reports by performing daily security income and holding reconciliations and processing for exceptions.
Work with our onshore operations teams, external service provider and IT support to resolve breaks and issues.
Provide support to the front office and key stakeholders in regard to client tax reporting.
Perform all client tax reporting processes, including conducting quarterly and annual reviews.
Assist with the ongoing maintenance of tax reporting procedure documents in response to changing business needs and ad-hoc internal projects.
Your team
You’ll be working in the Wealth Management Client Tax Reporting team based in Sydney. The team is mandated to provide accurate Client Tax Guides to Wealth Management clients. With an inclusive and friendly team plus company culture, you will be well supported in your long term career progress. This is an excellent platform for a good work/life balance with an office-centric approach, which includes remote work options.
Your expertise
At least 3 years of experience in Operations and/or Tax Reporting Function.
Self-motivated individual with high attention to detail required to accurately perform reconciliations in a timely manner
Product knowledge of Wealth Management products /product event life cycle, particularly Corporate Actions, and how it should be displayed in the client statements will be an advantage.
Excellent communication and stakeholder management
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) #LI-Hybrid
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 know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
💡 Quick Summary
Seeking a career-building opportunity? The Client Tax Reporting Specialist position is now open for candidates interested in the Remote Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Remote Jobs is a plus.