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location iconLocations: Wrocław
level iconLevel: specialist
Data and Document Specialist - Tax Reclaim

Data and Document Specialist - Tax Reclaim



Group Functions

Job Reference #




Job Type

Full Time

Your role

Are you interested in taxes? Do you have desire to develop and acquire tax and KYC related knowledge?

We’re looking for someone like this to:
• Act as an expert of tax regulatory topics AEI/FATCA/QI (Qualified Intermediary)
• Ensure completeness, accuracy and timeliness of UBS reportings to external authorities
• Execute bookings and tax payments
• Perform quality checks and controls

Your team

You’ll be working in the Tax reclaim team in Wroclaw. We are responsible for reviewing tax documentation and performing validation for new account opening requests in compliance with requirements as well as performing remediation for already collected tax documentation.

Your expertise

• a university degree in Finance or related
• extensive experience in a similar role
• strong knowledge about tax regulatory related topics
• KYC/AML related experience or KYC data management experience
• at least a basic understanding of the banking industry and its products
• the ability to communicate effectively with other teams and stakeholders
• advanced data analysis skills
• very deep knowledge of MS Outlook (Microsoft PowerPoint, Word and Excel)
• an advanced level of written and spoken English
• German language skills as a plus
• a team player who treats his colleagues and clients with respect and friendliness
• reliable, and paying attention to details
• risk focused, with a sound judgement for when to escalate issues
• curious and willing to improve your skills continuously
• a quick learner, able to adapt new processes and applications smoothly
• self-driven and flexible

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.

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."


  • iconAdministration, Analytics & Reporting
  • iconEnglish
  • iconWrocław, dolnośląskie

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