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beign your career journey with accenture

location iconLocations: Wrocław
level iconLevel: specialist
time iconWorking hours: Full time

Tax Regulatory Specialist (UBS Asset Management)

Ireland, Poland, Switzerland - Zürich, United Kingdom

Business development

Asset Management

Job Reference #



Dublin, Kraków, London, Wroclaw, Zürich

Job Type

Full Time

Your role

We are looking for a Tax Regulatory Specialist with experience in running Regulatory and Change programs to join our UBS Asset Management Tax Team and lead the Tax Regulatory Change program globally.

Specifically, the job holder is expected to:

• lead tax regulatory change programs across the UBS Asset Management division globally. This requires a tax specialist with regulatory and change management experience.
• monitor any tax developments which will have an impact on the Asset Management division and take the lead on driving implementation, working with the relevant functional regulatory change teams.
• manage and direct the appointment of external advisors if required in relation to tax regulatory change programs.
• build and maintain relationships with senior management and UBS Group stakeholders to establish and communicate tax priorities based on changing regulatory environments.
• engage the business in tax regulatory matters, reconciling the competing imperatives of the management of tax risk with commercial and regulatory drivers of the business.
• ensure that the AM business adhere to the Group Tax policies and supplements.
• provide the business with regular updates and training on tax and regulatory developments.
• assist in any regulatory projects where a tax expert is required (e.g. BEPS, ATAD 3, TRACE, FATCA, CRS, s871m, Financial Transaction Tax).
• build and maintain relationships with UBS Group functions (e.g. Finance/Legal) and other UBS divisions (Investment Bank and Wealth Management) to build the profile of AM Tax, and to ensure the transfer of knowledge for the benefit of the UBS Group.

The job holder will not be responsible for performing legal entity tax compliance.

Your team

In a time of increasing regulatory and operational challenge, coupled with a growing business globally we are looking for an experienced tax professional who enjoys working in a dynamic and constantly developing environment. As the AM Tax Regulatory specialist, the job holder will be responsible for the proactive management and implementation of tax regulatory programs; as well as for the implementation of necessary procedures and controls regarding tax risk management associated with regulatory change.

The role will be in the AM business division (within the AM COO Area) and will report to the Global Head of the team who is located in Zürich. As well as working closely with the AM business, the job holder will work with the global AM Tax team as well as with the UBS Group Tax colleagues.

This is an exciting challenge for a skilled, experienced tax professional with change experience who is keen on establishing themselves within a growing and dynamic Asset Management business.

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

The job holder should have very strong communication and leadership skills, with a confident appearance and a willingness to work in a collaborative and international team environment. Specific knowledge and experience required includes:

• qualified Tax professional (Chartered Accountant, Chartered Tax Advisor, Tax Lawyer or equivalent) or Legal / Regulatory background with tax experience.
• experience in monitoring Tax Regulations and implementing Change programs.
• global experience within the Financial Services / Asset Management industry.
• six years Financial Services tax experience gained in a ‘Big Four’ Accounting or Law firm; or in house tax experience gained in a Financial Services firm.
• knowledge and experience in key regulatory topics, including for example BEPS / ATAD 3 / TRACE / FATCA / CRS / DAC 6 / Financial Transaction Taxes.
• forward looking and with strong commercial awareness, able to operate effectively and to prioritise competing demands.
• ability to effectively influence and persuade all levels of management.
• high standing in the tax profession and ability to represent fully and professionally the interests of UBS in industry and government bodies.

Fluency in spoken and written English. German language would be a benefit.

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
  • iconWrocław, Kraków, dolnośląskie, małopolskie

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