- Professional
- Ufficio in Weehawken
Your role
Key Responsibilities:
• Knowledge of IRS Forms W-9 and the various types of W-8’s (BEN, BEN-E, ECI, EXP, IMY), passports and additional client due diligence documentation to ensure compliance with Internal Revenue Service (IRS) and FATCA
• Perform internal account reconciliations and make periodic deposits of withholding tax to the IRS.
• Familiarity with the various types of IRS Form 1099 (B, DIV, INT, MISC, OID, and R) and IRS Forms 1042-S.
• Handle incoming inquiries to the Client Tax reporting team for daily withholding, year-end reporting, and client service support.
• Work with multiple UBS operations teams on projects related to tax audits, client experience, and automation and process improvements.
• Notify client and relationship managers upon completion of updates to ensure transparency and alignment.
• Maintain a high standard of data accuracy, with an error rate not exceeding 3% of total volume.
• Provide daily and monthly metrics of Key Performance Indicators, including documents reviewed, accepted and rejected, number of IRS payments, and total amount of withholding deposited with the IRS.
Detailed salary information:
• Weehawken: the salary range for this role is $80000 to $100000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
• Knowledge of IRS Forms W-9 and the various types of W-8’s (BEN, BEN-E, ECI, EXP, IMY), passports and additional client due diligence documentation to ensure compliance with Internal Revenue Service (IRS) and FATCA
• Perform internal account reconciliations and make periodic deposits of withholding tax to the IRS.
• Familiarity with the various types of IRS Form 1099 (B, DIV, INT, MISC, OID, and R) and IRS Forms 1042-S.
• Handle incoming inquiries to the Client Tax reporting team for daily withholding, year-end reporting, and client service support.
• Work with multiple UBS operations teams on projects related to tax audits, client experience, and automation and process improvements.
• Notify client and relationship managers upon completion of updates to ensure transparency and alignment.
• Maintain a high standard of data accuracy, with an error rate not exceeding 3% of total volume.
• Provide daily and monthly metrics of Key Performance Indicators, including documents reviewed, accepted and rejected, number of IRS payments, and total amount of withholding deposited with the IRS.
Detailed salary information:
• Weehawken: the salary range for this role is $80000 to $100000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
City
Weehawken
Job Type
Full Time
Country / State
United States - New Jersey
Function Category
Operations
Join us
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. 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.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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
We are seeking a detail-oriented and deadline-driven professional to join our US Tax Operations team.
Your expertise
• Proven experience in financial operations, tax or new accounts processing, or a similar role.
• Strong attention to detail and commitment to data accuracy.
• Excellent communication skills for liaising with internal stakeholders.
• Ability to manage multiple priorities under tight deadlines.
• Strong attention to detail and commitment to data accuracy.
• Excellent communication skills for liaising with internal stakeholders.
• Ability to manage multiple priorities under tight deadlines.
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.
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
US Only: The expected salary range for this role is $80000 to $100000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
