Job offer
Tax Specialist
UBS is seeking a Tax Specialist who has experience in structuring alternative investment products and transactions and can develop innovative products for clients in the alternative space from a tax perspective. The Tax Specialist will work closely with external tax advisors to support the tax structuring and due diligence requirements of alternative investments worldwide.
Your role
Do you have experience structuring alternative investment products and transactions? If you have worked in a Big 4 or law firm, do you want to help develop innovative products for clients in the alternative space from a tax perspective? We are looking for a Tax Specialist who:- works closely with external tax advisors to support the Global Real Assets (GRA) and Unified Global Alternatives (UGA) teams with tax structuring and tax due diligence requirements for alternative investments worldwide
- Reviews and agrees tax due diligence and tax structuring reports from external tax advisors; ensures that all relevant tax findings and risks identified in these tax due diligence reports are properly reflected in side letters, which are discussed and agreed with third-party fund management teams.
- works closely with Product Management to manage capital calls and distributions to investors in accordance with applicable tax laws and fund agreements
- Supported product development teams in structuring the tax implications of new products
- supports the various internal teams on all tax-related matters, including monitoring the monthly, quarterly, or annual tax compliance obligations of the relevant funds
Your team
You will be part of the Alternatives team. Working closely with the Global Head of Advisors, you will manage tax structuring, tax due diligence, and tax reporting for a specific portfolio of products. Your primary focus will be on the rapidly growing fund-of-funds business, but you will also be expected to take on a broader range of responsibilities, depending on your capacity and experience.Your expertise
- A degree in business or law and a strong background in taxation from any European country; ideally with experience in real estate funds
- Proven experience as a senior tax consultant or in infrastructure funds or private equity
- Very good MS Office skills (PowerPoint, Word, Excel, etc.)
- Fluency in spoken and written English is required; any additional languages (e.g., German, Spanish, or French) are a plus.
We offer
We offer a supportive team environment, flexible working conditions, and opportunities for professional growth. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we are more than the sum of our parts.Job details