Tax Analyst (FATCA/AEI)

Tax Analyst (FATCA/AEI)

Poland

Finance

Corporate Center

Job Reference #

200577BR

City

Kraków

Job Type

Full Time

Your role

We’re looking for someone that can help us with:
– Responding to FATCA, AEI (Automatic Exchange of Information) and QI (Qualified Intermediary) queries related to client onboarding, reporting and withholding (both client and internal)
– Providing support / advice to business in complying with local and global FATCA, AEI and QI regulations and internal AEI, FATCA / QI policies and procedures related to complex circumstances
– Assisting in completing W-8 forms and self-certifications for UBS legal entities
– Assisting with entity classification queries (new/modify/dissolve entities) for UBS legal entities
– Providing knowledge support to junior team members to develop the global team
– Providing internal guidance on how new FATCA, AEI & QI regulations impact UBS and how to implement compliant solutions

Your team

You’ll be working in the AEI-FATCA / QI Competence Center team in Krakow as a member of the global tax team. Our role is to provide the different functions involved in FATCA, QI and AEI related processes with timely and qualitative responses in order to avoid errors in FATCA, QI and AEI relevant processes, which could pose risks to UBS’s compliance. We provide responsive service to clients and investors by answering operational related queries based on agreed procedures and FAQs.

Your expertise

You have:
– Bachelor's degree or above (preferably legal/tax/financial background)
– Previous experience in FATCA and AEI (Automatic Exchange of Information also known as Common Reporting Standard CRS), and/or QI
– Effective team working / collaborative skills that contribute to positive working relationships with counterparts as part of a global team across many jurisdictions
– Very good knowledge of MS Excel and PowerPoint

You are:
– Well organized, with a sharp eye for detail
– Self – motivated
– Fluent in English

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.

Tax Analyst (FATCA/AEI) | UBS - Experienced professionals - job boards

Click to apply

Please submit your application in English

You are kindly requested to include the following clause in your application: "Wyrażam zgodę na przetwarzanie moich danych osobowych zawartych w ofercie pracy dla potrzeb procesu rekrutacji zgodnie z ustawą z dnia 27.08.1997r. Dz. U. z 2002 r., Nr 101, poz. 923 ze zm."