Tax Advisor - Attorney Tax Advisor - Attorney …

in Stamford, CT, United States
Permanent, Full time
Be the first to apply
in Stamford, CT, United States
Permanent, Full time
Be the first to apply
Job Reference #194627BR

Your role

Do you have a legal tax background in the finance sector? 

We’re looking for a tax specialist to:

  • assist the Americas Tax Advisory team in executing its responsibilities in evaluating and advising the Wealth Management and Asset Management business divisions. 
  • support in the evaluation of new business initiatives and complex transactions, monitoring adherence to the Bank's Tax Sensitive Transaction policy and other tax risk management functions. 
  • become involved in tax advisory matters involving Human Resource and other compensation-related tax matters and issues involving global permanent establishment risk management.
  • interact directly with internal clients and the ability to identify, research and resolve tax issues with minimal supervision

Your team

You’ll be working in the Group Tax team in Stamford, CT. We competitively manage our corporate income tax affairs in a manner that achieves sustainable tax efficiency whilst acting in compliance with all applicable tax laws and other requirements and provide strong support to the Business Divisions in their control of business tax risks (both financial and reputational) to minimize the adverse effects of tax risk on shareholder value.

Your expertise

You have:

  • a J.D. and ideally L.L.M. in Taxation
  • at least 2 years of work experience in a law firm, accounting firm or the tax department in a financial institution.
  • strong research capabilities and writing skills
  • basic knowledge in all, and expertise in at least three, of the following areas would be desired: (i) Hedge and private equity funds, (ii) Subchapters C, K and M, (iii) Financial products, including notional principal contracts, structured notes and other derivatives, (iv) IRAs, (v) Cross border lending transactions including withholding and conduit issues (vi) Information reporting and withholding related to TEFRA, FATCA, cost basis and 871(m), (vii) IRS and state audits and (viii) Nonqualified employee compensation programs and fringe benefits.

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.