United States - Florida, United States - Illinois, United States - New York, United States - Texas

Client advisory / Relationship management

Global Wealth Management

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?

In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs – we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.

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.
• interact with clients, senior strategists, financial advisors, product areas, vendors and field experts

Detailed salary information:
• New York, Miami, Houston, Dallas, Chicago, Austin: the salary range for this role is $135000 to $175000
The expected salary range(s) for this role as of the date of this posting is/are 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.

Job Reference #

310808BR

City

Austin, Chicago, Dallas, Houston, Miami, New York

Job Type

Full Time

Your team

As a member of the Advanced Planning group (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. You will prepare comprehensive and personalized analysis and review of a client's existing income tax planning (on an individual and entity basis), assist clients with establishing and structuring family offices, and educate clients on additional tax planning opportunities that may be suitable for them given their specific needs and objectives. You will serve as a member of UBS's in-house "think-tank," by writing timely articles on income tax planning for both internal and external publications and by participating in speaking engagements.

Your expertise

• An advanced degree (e.g., JD, CPA)
• Strong technical skills
• 3-5 years minimum 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.
• skilled at working with a high degree of autonomy, setting priorities and managing deadlines
• organized, strong project coordination skills, a team player, enthusiastic and positive, polished, poised and 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 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.

Salary information

US Only: The expected salary range for this role is $135000 to $175000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.