Mumbai
Full Time
India
Finance
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS Business Solutions SA
UBS Recruiting
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.
The role will be in the AM business division (within the AM COO Area) and will report to the United States Head of AM Tax, who is based in New York. The job holder will be based in Mumbai, India, and will be responsible for covering the US region. In addition to working closely with the US AM business, the job holder will work with the AM Tax team across the globe, as well as with US Group Tax colleagues.
This is an exciting challenge for a skilled, experienced tax professional who is keen on establishing themselves within a growing and dynamic Asset Management business.
The job holder should have strong 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)
• Demonstrated expertise in asset management and operational tax issues for various fund structures
• In-depth knowledge of trading securities, derivatives, financial products, private credit, fund of funds, and mutual fund taxation
• Extensive experience with federal, international, and state/local tax compliance for partnerships and corporations, including US and Cayman entities
• Demonstrated expertise in designing fund structures to address tax considerations, ensuring optimal implementation and efficiency
• Skilled in year-end shareholder reporting, FBAR, and 1099 reporting
• Proficient in key regulatory topics such as FATCA, CRS, and CARF; knowledge of fund taxation in Luxembourg is a plus
• Minimum 6 to 8 years of Financial Services tax experience, gained at a Big Four accounting or law firm, or in-house at a Financial Services firm.
• Forward-thinking and commercially aware, with the ability to prioritize competing demands and influence all levels of management
• Recognized for high standing in the tax profession, representing UBS professionally in industry and government bodies.
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UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
* Our awards https://www.ubs.com/awards
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