Tax & Reporting Specialist

7 months ago

Sydney, Australia UBS Full time

**Your role**

Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?

Wealth Management Operations are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must:

- Know what our clients want and need.
- Deliver excellence.
- Drive the organisation forward by working with purpose and passion.

We're looking for an Tax and Client Reporting Specialist to:

- Manage end to end process of generation and dissemination of customized reports and letters.
- Perform controls and supervisions of the customized statements and letters to validate the completeness, accuracy and timeliness dissemination of statements.
- Working with key stakeholders to understand the data required.
- Foreign Account Tax Compliance Act (FATCA, Common Reporting Standards (CRS) reporting and supporting QI Reporting process as required.
- Supporting change by identifying and implementing process improvements or cost saving opportunities.
- Ongoing self-development/cross training across Operations.

**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.

**Your team**

You'll be working in the Wealth Management Asset Transfers team based in Sydney. The team is mandated to provide customized reporting to Wealth Management clients as well as supporting year-end tax reporting requirements for the Australian Wealth Management business. This is an excellent platform for a good work life balance and working environment including remote work options.

**Your expertise**
- Excellent communication and stakeholder management
- At least 5 years of experience in Private Banking and/or Tax Reporting Function.
- Work experience in FATCA and/or AEI (Automatic Exchange of Information also known as Common Reporting Standard CRS) will be preferred.
- Proficient in Tax and/or regulatory reporting will be preferred
- Product knowledge of private banking products and product event life cycle and how it should be displayed in the client statements will be added advantage
- Have a strong risk mindset and be able to escalate issues and be transparent.
- Strong time management and organisational skills to manage multiple deliverables simultaneously.
- Innovative and able to drive results.
- Strong teamwork skill to collaborate with internal and external teams. Be able to demonstrate a strong partnership and inclusive to all team members.

You'll be employed by and work at Credit Suisse Management (Australia) Pty Limited in the Wealth Management Division the course of Credit Suisse integration into UBS

**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.

  • Marketing Manager, Amp Bank

    6 months ago

    Sydney, Australia AMP Full time

    Marketing Manager, AMP Bank If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our...

  • Marketing Manager, Amp Bank

    6 months ago

    Sydney, Australia AMP Limited Full time

    If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even...

  • Gst Manager

    6 months ago

    Sydney, Australia AMP Limited Full time

    **GST Manager** - Opportunity to be part of a team that achieves together - Your new ideas and ability to change and improve will be appreciated AMP is transforming and we would like you to be part of our journey **Our Division** Tax is accountable for advising on tax impacts on products, pricing and commercial arrangements, managing tax risks, and tax...

  • Analyst, Financial Crimes Operations

    6 months ago

    Sydney, Australia AMP Limited Full time

    **The opportunity** The Financial Crime Operations & Analytics (FCOA) team sits within AMP Bank and is comprised of the AML/CTF & Sanctions, AML Escalations, and Foreign Tax Residency (FTR) teams. This role is designed to assess the potential threat to AMP, determining the risk and aid in the prevention of money-laundering and terrorism financing, and...

  • Team Manager

    6 months ago

    Sydney, Australia AMP Limited Full time

    If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even...

  • Retirement Specialist

    7 months ago

    Sydney, Australia AMP Full time

    Retirement Specialist If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy...

  • Tax Director

    7 months ago

    Sydney, Australia Smart Tax Search Full time

    Focus on large transactions for top-tier clients. - They have won various awards for "best new tax firm in the APAC region" - Have your ideas heard and contrtibte to the growth & sucess of the firm **Tax Director - Transaction/M&A Tax** I am working with an award-winning boutique independent advisory and funds management firm. They have been recognised as...

  • Tax & Reporting Specialist

    7 months ago

    Sydney, Australia UBS Full time

    Tax & Reporting Specialist **Your role** Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? Wealth Management Operations are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must: -...

  • Tax and Financial Reporting Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Thomson Reuters Full time

    This is an exciting opportunity to join Thomson Reuters, a leading company in Australia, as a Tax and Financial Reporting Specialist. With a focus on growth and innovation, this role presents a chance to leverage your accounting, financial reporting, and tax expertise in a dynamic environment.As a Tax and Financial Reporting Specialist, you will be...

  • Workplace Relations Specialist

    7 months ago

    Sydney, Australia AMP Full time

    Workplace Relations Specialist **Workplace Relations Specialist** - Provide proactive risk-based advice on complex people issues - Dynamic and supportive team culture - Build your career while working flexibly If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler...

  • Data Governance Specialist

    4 weeks ago

    Sydney, Australia AMP Full time

    Data Governance Specialist If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our...

  • Tax & Reporting Specialist

    7 months ago

    Sydney, Australia UBS Full time

    Australia - Operations - Group Functions **Job Reference #** - 291291BR **City** - Sydney **Job Type** - Full Time **Your role** - Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? - Wealth Management Operations are the experts in how the firm operates. Our vision is to...

  • Vendor Governance and Oversight Specialist

    3 weeks ago

    Sydney, Australia AMP Full time

    Vendor Governance and Oversight Specialist If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be....

  • Tax Reporting Specialist

    6 months ago

    Sydney, Australia Charterhouse Full time

    **Great Team and Supportive Manager I Rapidly expanding team**: - **Prestigious Institution I Great Brand for CV I Career Progression Opportunity**: - **$85,000 to 95,000 + super I CBD based** **The Role**: The team is part of Investor Services and plays an active role in supporting this particular financial service business and clients with respect to...

  • Manager, Funds Transfer Pricing

    2 months ago

    Sydney, Australia AMP - General Full time

    If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking.  For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something...

  • Home Lending Product and Pricing Analyst

    2 months ago

    Sydney, Australia AMP Full time

    Home Lending Product and Pricing Analyst If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And...

  • Digital Transformation Specialist

    1 month ago

    Sydney, New South Wales, Australia AMP - General Full time

    About the RoleWe are seeking a highly skilled Digital Transformation Specialist to join our Customer Platforms team at AMP. As a key member of our team, you will be responsible for transforming digital customer experiences across our diverse business units.

  • Finance Sme

    3 months ago

    Sydney, Australia AMP Full time

    Finance SME If you could create the best digital bank in Australia, what would it look like? How would it make life easier? And what would you do to create a 6-star customer experience? We're wondering the same thing. **We're building something new** We're building the new AMP Bank: a fully digital bank with new products, delivered via a mobile app with...

  • Manager, Risk Governance

    6 months ago

    Sydney, Australia AMP Full time

    Manager, Risk Governance & Architecture If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And...

  • Team Manager Retention

    7 months ago

    Sydney, Australia AMP Full time

    Team Manager Retention If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy...