Dutch Wealth Planning Tax Specialist
- Employer
- UBS
- Location
- Zurich, Switzerland
- Salary
- Competitive
- Closing date
- Aug 4, 2024
View moreView less
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Your role
Do you enjoy solving problems and proposing solutions? Are you passionate about Wealth Management? Are you interested in working with us, the largest and most prized wealth management bank in the world, as a Dutch tax expert but also interested in looking at multijurisdictional family set-ups? We're looking for someone like you to:
- monitor and analyse Dutch & Nordics tax or legal developments
- monitor and analyse international tax and legal developments with regards to cross-border tax and legal planning, such as corporate structures, partnerships, funds, foundations, and trusts,
- provide tax and legal information to internal and/or external clients
- provide tax support to product managers for the development and maintenance of various offerings, e.g. financial products, tax reporting
- support relationships managers with the onboarding of complicated client set-ups in close collaboration with controlling functions
- participate in projects with multi-functional teams (e.g., Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT, Marketing, Business, Sales)
- provide tax-related content for the development of new Wealth Planning advisory services
- work closely with internal colleagues of Family Advisory and Philanthropy on topics such as family governance structuring, charitable set-up, and Family office set-ups
- build up and maintain a network of external tax consultants
- participate in client meetings and cover their tax, legal needs
- provide trainings including seminars, workshops for internal and/or external clients
Your team
You will be working in the Wealth Planning Advisory & Sales team within Wealth Management Europe business area. You will be mainly based in Zurich where most of the client advisors servicing Dutch and Nordics clients are also sitting. However, you may need to regularly travel to meet clients at their domicile. We work on key initiatives and projects in wealth planning and tax solutions, where you will work closely with front units, project managers, product managers and other service units.
Your expertise
- are a Solicitor, or have the equivalent experience
- have at least five years of tax experience in tax and legal consulting and/or in the financial services sector
- have a solid knowledge and expertise of Dutch tax and civil law with regards to aspects such as personal income tax, corporate income tax, inheritances, succession planning.
- have at least a basic knowledge of Swedish tax and civil law with regards to aspects such as personal income tax, corporate income tax, inheritances, succession planning.
- have a solid expertise in taxation of financial products, fund/corporate tax structuring and corporate accounting/reorganizations
- have an interest in building up tax and legal knowledge of all Nordic countries.
- knowledge in tax planning for HNW or UHNW clients
- motivated, passionate, and proactive
- analytical, precise, and solution-oriented
- an excellent problem solver known for hitting deadlines
- great in communicating with clients and colleagues at all levels, both verbally and in writing
- fluent in English
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.
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.
Do you enjoy solving problems and proposing solutions? Are you passionate about Wealth Management? Are you interested in working with us, the largest and most prized wealth management bank in the world, as a Dutch tax expert but also interested in looking at multijurisdictional family set-ups? We're looking for someone like you to:
- monitor and analyse Dutch & Nordics tax or legal developments
- monitor and analyse international tax and legal developments with regards to cross-border tax and legal planning, such as corporate structures, partnerships, funds, foundations, and trusts,
- provide tax and legal information to internal and/or external clients
- provide tax support to product managers for the development and maintenance of various offerings, e.g. financial products, tax reporting
- support relationships managers with the onboarding of complicated client set-ups in close collaboration with controlling functions
- participate in projects with multi-functional teams (e.g., Wealth Planners, Product Managers, Legal, Compliance, Group Tax, Operations & IT, Marketing, Business, Sales)
- provide tax-related content for the development of new Wealth Planning advisory services
- work closely with internal colleagues of Family Advisory and Philanthropy on topics such as family governance structuring, charitable set-up, and Family office set-ups
- build up and maintain a network of external tax consultants
- participate in client meetings and cover their tax, legal needs
- provide trainings including seminars, workshops for internal and/or external clients
Your team
You will be working in the Wealth Planning Advisory & Sales team within Wealth Management Europe business area. You will be mainly based in Zurich where most of the client advisors servicing Dutch and Nordics clients are also sitting. However, you may need to regularly travel to meet clients at their domicile. We work on key initiatives and projects in wealth planning and tax solutions, where you will work closely with front units, project managers, product managers and other service units.
Your expertise
- are a Solicitor, or have the equivalent experience
- have at least five years of tax experience in tax and legal consulting and/or in the financial services sector
- have a solid knowledge and expertise of Dutch tax and civil law with regards to aspects such as personal income tax, corporate income tax, inheritances, succession planning.
- have at least a basic knowledge of Swedish tax and civil law with regards to aspects such as personal income tax, corporate income tax, inheritances, succession planning.
- have a solid expertise in taxation of financial products, fund/corporate tax structuring and corporate accounting/reorganizations
- have an interest in building up tax and legal knowledge of all Nordic countries.
- knowledge in tax planning for HNW or UHNW clients
- motivated, passionate, and proactive
- analytical, precise, and solution-oriented
- an excellent problem solver known for hitting deadlines
- great in communicating with clients and colleagues at all levels, both verbally and in writing
- fluent in English
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.
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.
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