Tax & Reporting Specialist

5 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:

- 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.

Job ID 291291BR

  • Tax Director

    2 weeks ago

    Sydney, New South Wales, Australia AMP Full time

    About the RoleWe are seeking a highly skilled Tax Director to lead our Superannuation and Investments Tax team at AMP. As a key member of our leadership team, you will be responsible for managing all tax compliance and reporting obligations for our superannuation and investment funds.Key ResponsibilitiesPrepare and submit all local and foreign tax returns,...

  • Head Of Tax

    2 weeks ago

    Sydney, New South Wales, Australia AMP Limited Full time

    Head of Tax Job DescriptionJoin AMP Limited as we continue to transform our iconic Australian brand for the future. We're seeking a highly skilled and experienced tax professional to lead our Tax team as Head of Tax.About the RoleAs Head of Tax, you will be responsible for managing all tax compliance and reporting obligations for AMP's superannuation and...

  • Marketing Manager, Amp Bank

    5 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...

  • Senior Manager Business Partnering AMP Bank

    1 week ago

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

    Drive Business Performance as a Senior Manager, Business Partnering at AMPWe're looking for a highly skilled Senior Manager, Business Partnering to join our team at AMP. As a key member of our leadership team, you'll be responsible for providing quality and timely reporting on the Bank's financial performance, including analysis and insights on Net Interest...

  • Senior Manager Business Partnering AMP Bank

    2 weeks ago

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

    Job SummaryWe are seeking a highly skilled Strategic Financial Leader to join our team at AMP. As a Senior Manager Business Partnering, you will be responsible for providing quality and timely reporting on the Bank's financial performance, including analysis and insights on Net Interest Margin, product margins, cost-of-funds (COF), cost base, and financial...

  • Cost Management Specialist

    2 weeks ago

    Sydney, New South Wales, Australia AMP Full time

    Cost Management SpecialistAMP is seeking a highly skilled Cost Management Specialist to join their team. The ideal candidate will have a strong background in financial management and a proven track record of delivering business partnering and insights for costs.About the role:Ensure cost management oversight and alignment of information and reporting within...

  • Marketing Manager, Amp Bank

    5 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

    4 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...

  • Technical Lead

    2 weeks ago

    Sydney, New South Wales, Australia Culture Amp Full time

    About the RoleCulture Amp is seeking a highly skilled Technical Lead to join our Reporting Services team. As a Technical Lead, you will be responsible for guiding a team of engineers in delivering high-priority product outcomes.The Reporting Services team is currently working on moving their data ingestion system from a time-based polling mechanism to...

  • Retirement Specialist

    5 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...

  • Analyst, Financial Crimes Operations

    5 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...

  • Risk and Compliance Specialist

    3 weeks ago

    Sydney, New South Wales, Australia AMP Full time

    About the OpportunityAMP is seeking a highly skilled Risk and Compliance Specialist to join our team. As a key member of our Enterprise Risk Management function, you will play a critical role in ensuring the effective management of risk across our business.Key responsibilities will include:Providing input, oversight, review, and challenge for core areas and...

  • Team Manager

    5 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...

  • Tax Director

    5 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...

  • Technical Lead

    3 weeks ago

    Sydney, New South Wales, Australia Culture Amp Full time

    Join Culture Amp's Mission to Revolutionize Employee ExperienceCulture Amp is the world's leading employee experience platform, empowering companies to transform employee engagement, drive performance management, and develop high-performing teams. As a Technical Lead - Reporting Services, you will play a critical role in shaping our data insights and...

  • Digital Creative Specialist

    2 weeks ago

    Sydney, New South Wales, Australia AMP Full time

    About the Role at AMPWe're seeking a talented Digital Creative Specialist to join our Marketing team at AMP. As a key member of our team, you'll be responsible for creating and executing digital collateral that includes concepting and creating digital content for marketing, advertising, social media, events, and both internal and external communications for...

  • Financial Planning Specialist

    2 weeks ago

    Sydney, New South Wales, Australia AMP Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at AMP. As a key member of our Technology & Operations Group, you will be responsible for delivering business partnering and insights for costs.About the RoleEnsure cost management oversight and alignment of information and reporting within IT & Operations.Build the...

  • Claims Consultant-AMP

    2 months ago

    Sydney, New South Wales, Australia Tal Services Limited Full time

    Job Title: Claims Consultant-AMPWe are seeking a highly skilled Claims Consultant-AMP to join our team at Tal Services Limited. As a Claims Consultant-AMP, you will be responsible for the proactive management of a portfolio of life insurance claims in accordance with our claims philosophy, claims handling procedures, policy terms & conditions, and...

  • Financial Planning Specialist

    2 weeks ago

    Sydney, New South Wales, Australia AMP Full time

    Job SummaryAMP is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Technology & Operations Group, you will be responsible for delivering business partnering and insights for costs.About the RoleEnsure cost management oversight and alignment of information and reporting within IT & Operations.Build the economic...

  • Workplace Relations Specialist

    5 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...