Tax Analyst (FATCA/AEI)
Job Reference #
We’re looking for someone that can help us with:
– Monitoring of the completeness and validity of FATCA (Foreign Account Tax Compliance Act) and AEI (Automatic Exchange of Information) information for UBS entities on internal systems and the IRS (Internal Revenue Service) portal
– Identifying gaps / insufficiencies within the Control Framework for above mentioned regulations and keep it up to date
– Assessing DE (Design Effectiveness) and OE (Operating Effectiveness) of FATCA & AEI controls
– Responding to FATCA, AEI and QI (Qualified Intermediary) queries related to client onboarding, reporting and withholding (both client and internal)
– Assisting in completing W-8 forms and self-certifications for UBS legal entities
– Validating, consolidating and presenting findings in internal meetings
– Supporting Team Leader with daily/ad hoc tasks
– Supporting tasks related to the EU DAC6 regulation
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 internal clients by answering operational related queries based on agreed procedures and FAQs.
– Bachelor's degree or above (preferably legal/tax/financial background)
– Previous supervisory experience would be a benefit
– Previous experience in FATCA and AEI (Automatic Exchange of Information also known as Common Reporting Standard CRS), and/or QI would be a benefit
– 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
– Well organized, with a sharp eye for details
– Self – motivated
– Fluent in English
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?
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.