UBS
Job Overview
Job Reference 328085BR. Full time.
Your role Are income tax issues and tax planning your passion? Does planning analysis motivate you? Do you enjoy creating or reviewing models for sophisticated planning strategies? We are looking for someone with those interests who can:
research and analyze individual, corporate and partnership income tax issues for UHNW clients
provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies
review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences
independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of current planning strategies and provide feedback and recommendations
think critically about a client's assets and liabilities to educate a client about their options from a tax and planning standpoint
Salary Information San Francisco, New York, Nashville, Houston: salary range $160,000 to $220,000. Discretionary incentive compensation may apply.
Your team As a member of the Advanced Planning team (comprised of former practicing estate planning and tax attorneys and tax professionals), you will collaborate with financial advisors to proactively engage clients and prospects with a net worth of at least $50M in advanced income tax strategies and integration with their estate plan and investment portfolios. You will prepare comprehensive analyses, review client tax planning strategies, and support senior wealth strategists.
Your expertise
an advanced degree (e.g., JD, CPA)
strong technical skills
ideally 3+ years working at a law, accounting or financial firm providing relevant experience
active Series 7 and 66 (or obtain within 90 days of hire)
ability to understand complex personal financial information (tax returns, investment statements, incentive benefits, employee benefits, life insurance policies, business interests, qualified and non‑qualified retirement plan information, pension and annuity information, deferred compensation information, incentive and non‑qualified stock options and restricted stock)
experience with personal income, corporate and partnership tax disciplines, philanthropic planning, planning with concentrated stock positions, incentive benefits, non‑qualified stock options, incentive stock options, and restricted stock
able to interact with clients, senior strategists, financial advisors, product areas, vendors and field experts
skilled at working autonomously, setting priorities, managing deadlines, and strong project coordination skills
a team player, enthusiastic, polished, poised, professional, self‑motivated and proactive
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 breadth of expertise set us apart.
Join us At UBS, we value our people and their diverse skills and backgrounds. We are dedicated to growth, flexibility, and supporting an inclusive culture. We use AI to work smarter and maintain collaboration at the heart of everything we do.
Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support diverse cultures, perspectives, skills and experiences within our workforce.
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Your role Are income tax issues and tax planning your passion? Does planning analysis motivate you? Do you enjoy creating or reviewing models for sophisticated planning strategies? We are looking for someone with those interests who can:
research and analyze individual, corporate and partnership income tax issues for UHNW clients
provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies
review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences
independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of current planning strategies and provide feedback and recommendations
think critically about a client's assets and liabilities to educate a client about their options from a tax and planning standpoint
Salary Information San Francisco, New York, Nashville, Houston: salary range $160,000 to $220,000. Discretionary incentive compensation may apply.
Your team As a member of the Advanced Planning team (comprised of former practicing estate planning and tax attorneys and tax professionals), you will collaborate with financial advisors to proactively engage clients and prospects with a net worth of at least $50M in advanced income tax strategies and integration with their estate plan and investment portfolios. You will prepare comprehensive analyses, review client tax planning strategies, and support senior wealth strategists.
Your expertise
an advanced degree (e.g., JD, CPA)
strong technical skills
ideally 3+ years working at a law, accounting or financial firm providing relevant experience
active Series 7 and 66 (or obtain within 90 days of hire)
ability to understand complex personal financial information (tax returns, investment statements, incentive benefits, employee benefits, life insurance policies, business interests, qualified and non‑qualified retirement plan information, pension and annuity information, deferred compensation information, incentive and non‑qualified stock options and restricted stock)
experience with personal income, corporate and partnership tax disciplines, philanthropic planning, planning with concentrated stock positions, incentive benefits, non‑qualified stock options, incentive stock options, and restricted stock
able to interact with clients, senior strategists, financial advisors, product areas, vendors and field experts
skilled at working autonomously, setting priorities, managing deadlines, and strong project coordination skills
a team player, enthusiastic, polished, poised, professional, self‑motivated and proactive
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 breadth of expertise set us apart.
Join us At UBS, we value our people and their diverse skills and backgrounds. We are dedicated to growth, flexibility, and supporting an inclusive culture. We use AI to work smarter and maintain collaboration at the heart of everything we do.
Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support diverse cultures, perspectives, skills and experiences within our workforce.
#J-18808-Ljbffr