Tax Efficiency Planning Strategist

City

Austin, Chicago, Dallas, Houston

Job Type

Full Time

Country / State

United States

Function Category

Client advisory / Relationship management

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.

Your team

As a member of the Advanced Planning team (which is comprised of former practicing estate planning and tax attorneys and other tax professionals), you will work collaboratively with other team members and in partnership with financial advisors to proactively engage clients and prospects with a net worth of at least $50M in a dialogue surrounding advanced income tax strategies, and the integration of those strategies with their estate plan and investment portfolios. You will prepare comprehensive and personalized analysis and review of a client's existing income tax planning (on an individual and entity basis), assist clients with establishing and structuring family offices, and educate clients on additional tax planning opportunities that may be suitable for them given their specific needs and objectives. You will serve as a member of UBS's in-house "think-tank," by writing timely articles on income tax planning for both internal and external publications and by participating in speaking engagements.

Your expertise

• a JD (additional advanced degrees and other relevant professional certifications such as MS in Tax, LLM, CFA, MBA also preferred)
• 8-10 years minimum experience at a law firm or accounting firm; or 5-8 years’ experience at a law firm or accounting firm plus 2-5 years relevant industry experience
• active Series 7 and 66 (or are required to obtain them within 90 days of hire)
• expertise, skills and experience in the following areas, techniques and strategies: personal income, trust, partnership and corporate income tax disciplines; family limited partnerships and LLCs; advanced wealth transfer planning techniques; philanthropic planning; planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock
• expertise in building or reviewing spreadsheets to model cash flows and income tax consequences based on current and recommended planning
• significant experience working with ultra-high net worth clients and family offices
• strong collaboration skills working with internal estate planning attorneys to provide comprehensive tax advice to clients
• a network to participate in external activities that raise the profile of UBS Wealth Management in the ultra-high net worth market, particularly among attorneys and accountants as centers of influence
• skilled at working with a high degree of autonomy, setting priorities and managing deadlines
• organized, strong project coordination skills, team player, enthusiastic, positive, polished, poised and professional, self-motivated, and proactive

About us

UBS is the world’s largest and the 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..

We have a presence in all major financial centers in more than 50 countries.