Tax Specialist, Wealth Management

Tasks

• Apply your tax expertise where it has the greatest impact: by providing comprehensive advice to our discerning clients on multifaceted tax structures, wealth and financial planning, and succession planning—all while serving entrepreneurs, executives, and high-net-worth individuals with complex assets, family structures, and business structures. In this role, you will provide long-term support to our clients and develop sustainable, cross-generational solutions in the context of businesses, wealth, and family.
• Specialized financial services—primarily providing comprehensive tax advisory services and conducting tax compliance audits—including for UBS’s internal group companies;
• Assisting relationship managers and high-net-worth clients with the preparation of tax returns, the annual tax summary as part of tax planning, the tax and legal assessment of individual transactions, and the development of solution scenarios;
• Promote proactive collaboration with the client’s tax advisor and internal stakeholders, particularly those in Wealth Advisory Tax roles;
• General and project-specific support for stakeholders’ efforts to develop and implement new strategies, processes, and structures;
• Consulting in the area of project management: The role also involves collaborating with internal financial and legal experts to develop and implement new strategies, processes, and structures.

Requirements

• Degree as a certified tax expert or comparable qualification (e.g., LL.M. in Tax)
• Multilingual professional experience in Swiss tax law
• In-depth knowledge of the Swiss legal system
• Strong customer focus, communication skills
• Precise, responsible work ethic
• UBS expects candidates to have highly specialized professional experience in Swiss tax law, the ability to analyze and resolve complex tax issues, and the ability to communicate with clients and colleagues in a professional and effective manner.

We offer

• Our clients value long-term relationships, discretion, and an ethical corporate culture. We offer you the freedom to further develop your professional profile, to gain targeted experience in various roles, and to benefit from ongoing professional development and a supportive work environment.