UBS
Associate Tax Efficiency Planning Strategist
Join to apply for the Associate Tax Efficiency Planning Strategist role at UBS.
Job Reference 328085BR
Job Type 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’re 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 in order to educate a client about their options from a tax and planning standpoint
Salary Information Detailed salary information:
San Francisco, New York, Nashville, Houston: the salary range for this role is $160,000 to $220,000
The expected salary range for this role as of the date of this posting is based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .
Your team As a member of the Advanced Planning team (which is comprised of former practicing estate planning and tax attorneys and other tax professionals), you will work collaboratively with other team members and in partnership with financial advisors to proactively engage clients and prospects with a net worth of at least $50M in a dialogue surrounding advanced income tax strategies, and the integration of those strategies with their estate plan and investment portfolios. As an Associate, you will partner with members of the Advanced Planning team to proactively engage Ultra High Net Worth clients and prospects with net worth of at least $50M in a dialogue surrounding advanced tax and philanthropic strategies, and the integration of those strategies with their investment portfolios. You will prepare comprehensive analysis and review of a client’s current tax planning strategies, supporting the client facing work of the Senior Wealth Strategists in the Advanced Planning group. You will periodically be asked to assist Senior Wealth Strategists with client meetings.
Your expertise
an advanced degree (e.g., JD, CPA)
strong technical skills
ideally, 3+ years working at a law, accounting or financial firm that provided relevant experience to perform the duties described above
active Series 7 and 66 (or are required to obtain them within 90 days of hire)
ability to understand and assimilate complex personal financial information (tax returns, investment statements, incentive benefits, employee benefits and compensation, life insurance policies, business interests, qualified and nonqualified retirement plan information, pension and annuity information, deferred compensation information, incentive and non-qualified stock option and restricted stock information)
experience with the following subject matter areas, techniques and strategies: 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 with a high degree of autonomy, setting priorities and managing deadlines as well as able to be organized and have strong project coordination skills
a team player, enthusiastic and positive, polished, poised and professional while also being 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 the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
Join us At UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Job Reference 328085BR
Job Type 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’re 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 in order to educate a client about their options from a tax and planning standpoint
Salary Information Detailed salary information:
San Francisco, New York, Nashville, Houston: the salary range for this role is $160,000 to $220,000
The expected salary range for this role as of the date of this posting is based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .
Your team As a member of the Advanced Planning team (which is comprised of former practicing estate planning and tax attorneys and other tax professionals), you will work collaboratively with other team members and in partnership with financial advisors to proactively engage clients and prospects with a net worth of at least $50M in a dialogue surrounding advanced income tax strategies, and the integration of those strategies with their estate plan and investment portfolios. As an Associate, you will partner with members of the Advanced Planning team to proactively engage Ultra High Net Worth clients and prospects with net worth of at least $50M in a dialogue surrounding advanced tax and philanthropic strategies, and the integration of those strategies with their investment portfolios. You will prepare comprehensive analysis and review of a client’s current tax planning strategies, supporting the client facing work of the Senior Wealth Strategists in the Advanced Planning group. You will periodically be asked to assist Senior Wealth Strategists with client meetings.
Your expertise
an advanced degree (e.g., JD, CPA)
strong technical skills
ideally, 3+ years working at a law, accounting or financial firm that provided relevant experience to perform the duties described above
active Series 7 and 66 (or are required to obtain them within 90 days of hire)
ability to understand and assimilate complex personal financial information (tax returns, investment statements, incentive benefits, employee benefits and compensation, life insurance policies, business interests, qualified and nonqualified retirement plan information, pension and annuity information, deferred compensation information, incentive and non-qualified stock option and restricted stock information)
experience with the following subject matter areas, techniques and strategies: 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 with a high degree of autonomy, setting priorities and managing deadlines as well as able to be organized and have strong project coordination skills
a team player, enthusiastic and positive, polished, poised and professional while also being 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 the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
Join us At UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
#J-18808-Ljbffr