Client Tax Reporting Specialist

Job Reference #322985 BRCity Sydney Job Type Full Time Your role Are you able to anticipate what our clients want and need? Do you strive to deliver excellence? Are you able to drive the organisation forward by working with purpose and passion?We're looking for a Client Tax Reporting Specialist to : Drive the accurate and timely release of client tax reports by performing daily security income and holding reconciliations and processing for exceptions.
Work with our onshore operations teams, external service providers, and IT support to resolve breaks and issues.
Provide support to the front office and key stakeholders regarding client tax reporting.
Perform all client tax reporting processes, including conducting quarterly and annual reviews.
Assist with the ongoing maintenance of tax reporting procedure documents in response to changing business needs and ad-hoc internal projects.
Your team You'll be working in the Wealth Management Client Tax Reporting team based in Sydney.
The team is mandated to provide accurate Client Tax Guides to Wealth Management clients.
With an inclusive and friendly team plus company culture, you will be well supported in your long-term career progress.
This is an excellent platform for a good work/life balance with an office-centric approach, which includes remote work options.
Your expertise At least 3 years of experience in Operations and/or Tax Reporting functions.
Self-motivated individual with high attention to detail required to perform reconciliations accurately and in a timely manner.
Product knowledge of Wealth Management products and product event life cycles, particularly Corporate Actions, and how they should be displayed in client statements, will be an advantage.
Excellent communication and stakeholder management skills.
A strong risk mindset with the ability to escalate issues and be transparent.
Strong time management and organizational skills to handle multiple deliverables simultaneously.
Innovative and results-driven attitude.
Strong teamwork skills to collaborate with internal and external teams, demonstrating partnership and inclusivity.
Proficiency in Microsoft Suite applications, especially Microsoft Excel.
LI-Hybrid About us UBS is the world's largest and 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 expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
How we hire We may request you to complete one or more assessments during the application process.
Learn more Join us At UBS, we know that our people, with their diverse skills, experiences, and backgrounds, drive our success.
We're dedicated to our craft and passionate about putting our people first, offering 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.
We believe that great work is achieved through collaboration, because together, we're more than ourselves.
We're committed to disability inclusion.
If you need reasonable accommodations or adjustments throughout our recruitment process, please contact us.
Contact Details UBS Business Solutions SAUBS Recruiting 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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