Director-Cost Basis Reporting Director-Cost Basis Reporting …

in Nashville, TN, United States
Permanent, Full time
Be the first to apply
in Nashville, TN, United States
Permanent, Full time
Be the first to apply
Job Reference #195069BR

Your role

The Director of Cost Basis within Tax Operations will be responsible for:

  • managing the onshore and offshore cost basis teams and their daily/monthly/annual processes across WM-USA and the Investment Bank (IB)
  • ensuring that all regulatory, reporting, and client service requirements are met. 
  • as Cost Basis data is reported across Tax, statements, performance, and online within clients’ accounts, this individual will be working across broad groups within UBS (Operations, Technology, Tax/Legal, CAG, FA Community) while managing both internal Cost Basis Technology and our external Cost Basis vendor (GainsKeeper / Wolters Kluwer).

Your team

The Cost Basis team comprises onshore (Weehawken,NJ and Nashville, TN)and offshore individuals, responsible for daily/monthly/annual processes across WM-USA and the Investment Bank (IB)

Your expertise

The candidate will possess the necessary “Cost Basis” skill-sets and experience to ensure the production and accuracy of IRS reporting of gain/loss information on IRS Forms 1099-B. 

In addition, the candidate will demonstrate the expertise needed:

  • to provide excellent service to FAs and clients in the cost basis space
  • to oversee Gainskeeper/Wolters Kluwer cost basis applications and or internal financial services systems that support Cost Basis reporting as well as upstream systems from which cost basis information is collected.
  • to manage, and mentor onshore, remote, and offshore teams in:
  • producing excellent service and quality reporting 
  • promoting cross functional collaboration both within the Cost Basis team and throughout the organization.
  • developing their careers within UBS

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.