Tax Specialist

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 Global Real Assets (GRA) and Unified Global Alternatives (UGA) colleagues 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 monthly, quarterly, or annual tax compliance obligations of the relevant funds.

Your team

You will work in the Alternatives team. You will manage tax structuring and tax due diligence requirements, as well as tax reporting for a specific portfolio of products, working closely with the Global Head of Advisors. Your primary focus will be on the rapidly growing fund-of-funds business, but you will also be expected to work in a broader area of responsibility, depending on capacity and experience. You will also be expected to support the business in implementing regulatory changes affecting the Alternatives product portfolio. You will work in a small and dynamic team in Europe, APAC, and the US and interact closely with UBS internal and external advisors.

Your expertise

• Degree in economics or law
• Strong tax background in all European principles; ideally with experience in tax treaties and international tax laws
• strong project management skills
• 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 know that great work is never done alone. That's why we focus on collaboration. We offer:

• a supportive environment with new challenges
• Flexible working conditions, if possible
• an inclusive culture that brings out the best in our employees
• the opportunity to utilize artificial intelligence (AI) to work more efficiently