Job offer

Tax Specialist

UBS is looking for a Tax Specialist who has experience in structuring alternative investment products and transactions and will be responsible for developing innovative products for clients in the alternative sector from a tax perspective. The Tax Specialist will be part of a small and dynamic team in Europe, APAC, and the US and will work closely with internal and external advisors.

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 the tax structuring and tax due diligence requirements of alternative investments worldwide.
  • Reviews and approves 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 that are discussed and agreed upon 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 in all tax matters, including monitoring the monthly, quarterly, or annual tax compliance obligations of the relevant funds.

Your tasks

Supporting portfolio managers to ensure that:
  • the implementation of regulations is supported

Your team

You will work in a small and dynamic team in Europe, APAC, and the US, and have strong internal and external advisors.

Your expertise

  • Degree in economics or law, ideally with a strong background in taxation, from any European university; ideally with a strong knowledge of European tax treaties and international tax principles.
  • Strong project management skills are an advantage
  • 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.

What we offer

We offer a supportive environment, flexible working conditions, and opportunities for further development. Our inclusive culture brings out the best in our employees, regardless of where they are in their career path. 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 we are alone.

Job details

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