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location iconLocations: Kraków
level iconLevel: manager/director
time iconWorking hours: Full time

Tax Team Lead (FATCA/AEI)



Group Functions

Job Reference #




Job Type

Full Time

Your role

Are you familiar with FATCA/AEI? Are you passionate about taxes?

We're looking for Tax Team Lead (FATCA/AEI) to:

– Manage the team of six people, ensure the team is meeting required service levels in line with agreed KPIs
– Provide support / advice to business in complying with internal FATCA/AEI/QI policies and procedures
– Provide knowledge support to junior team members to develop the global team
– Prepare responses to complex queries (both client and internal)
– Provide internal guidance on changes to FATCA, AEI & QI regulations and processes and their impact on UBS
– Liaise with global Group Tax colleagues in providing above support to UBS businesses and functions globally
– Validate, consolidate and present findings in internal meetings.

Your team

You’ll be leading the AEI/FATCA/ QI Competence Center team in Krakow. Our role is to provide the different functions involved in AEI/FATCA/QI related processes with timely and qualitative responses in order to:
– Avoid errors in complying with regulatory obligations, which could pose risks for UBS
– Ensure consistency in application of the internal Control Framework supporting these regulations
– Provide a responsive service to clients and investors by answering operational related queries based on agreed procedures and FAQs
You will be responsible for managing the Competence Center team in Krakow and ensuring the day to day deliverables are met.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

You have:
– Bachelor's degree or above (preferably legal background)
– Experience of local operational tax regulations and the ability to interpret and apply them to actual situations
– Tax advisory experience
– Supervisory experience
– At least 1 – 3 years of relevant tax experience, ideally on AEI (also known as Common Reporting Standard CRS), FATCA and QI.
– Effective team working / collaborative skills that contribute to positive working relationships with counterparts as part of a global team across many jurisdictions
– Good judgment and an inquisitive approach to practices and procedures. Personal authority and integrity. Independence and resilience
– Good knowledge of MS Excel and PowerPoint

About us

UBS is the world’s largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

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.

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."


  • iconFinance & Accounting, Banking
  • iconEnglish
  • iconKraków, małopolskie

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