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SalaryJoin us in facilitating the delivery of client tax guides for the Wealth Management Australia division. Your role will be driving the accuracy and timely release of client tax guides, by understanding daily security income and holding reconciliations and processing for exceptions. As well as providing support to the front office regarding client Tax Reporting. Along with working with our Tax Reporting system Service Provider, our core APAC platform, custodian, and our offshore operations teams to drive ongoing improvements to the Tax Reporting system.
Your responsibilities will be varied, ranging from being a team player for our Australia client Tax Reporting service, ensuring successful reflecting the correct and relevant information in our service provider’s platform and being a Subject Matter Experts for the front for any client Tax Reporting questions.
With key duties also including:
- Resolving and helping front office’s client queries in relation to client tax guides and other ad hoc tasks.
- Reviewing the daily reconciliation between our core banking platform and service provider’s platform.
- Supporting the annual client Tax Reporting process, including conducting sanity checks, maker checker process and other ad hoc reviews.
- Assisting with the ongoing maintenance of Tax Reporting procedure documents in response to changing business needs.
- Taking on enhancement projects and co-ordinate with other teams to ensure a timely delivery.
- Preparing and reviewing weekly metrics and ensure all issues are escalated and necessary controls have been taken.
This is an excellent platform for a good work life balance working environment. Along with an inclusive and friendly team plus company culture. As well as supporting you on a long term career progress. In addition we have remote work options. As well as equal recognition and a reward culture, with regular plus open feedbacks.
The department values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.
Qualifications
- Self-motivated individual with high attention to detail required to accurately perform and review reconciliations in a timely manner.
- Excellent communication and stakeholder management
- Knowledge of corporate action events and/or Australian Tax Reporting for private clients will be highly valued.
- Have a strong risk mindset and be able to escalate issues and be transparent.
- Strong time management and organisational skills to manage multiple deliverables simultaneously.
- Innovative and able to drive results.
- Strong teamwork skill to collaborate with internal and external teams. Be able to demonstrate a strong partnership and inclusive to all team members.
- Intermediate to advanced Excel knowledge including the ability to effectively manage high volumes of data.
- CA/CPA qualified or fund accountancy background.
Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.
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.
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?
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.
