WM Tax Ops Specialist

Job Reference #
324891BR

Job Type
Full Time

Your role
We are seeking a detail-oriented and deadline-driven professional to perform and provide 2nd level support and oversight related to processing of non-resident alien clients documents, including IRS Forms W-8 BEN and client withholding statements. This role is critical in ensuring timely and accurate IRS reporting and withholding and effective communication with client and relationship managers.

Key Responsibilities:

Review IRS Forms W-8 BEN, W-8 BEN-E, certificates of foreign status, passports and supplementary information forms to ensure compliance with Internal Revenue Service (IRS) and FATCA

Review clients withholding statements and ensure necessary documents (e.g., IRS Forms W-9/W-8) are on file, and that provided information matches UBS’ client records.

Enter client allocation statement date into Masterfiles with precision and adherence to SLA timelines.

Review invalidation reports to investigate illogical data. For example, regarding NRA and FATCA clients with indication of U.S. residence in UBS’ client profile and or client account records.

Scan and archive allocation documents into Smartdoc for audit and reference purposes.

Notify client and relationship managers upon completion of updates to ensure transparency and alignment.

Validate and ensure accurate percentage allocations to client beneficiaries, minimizing discrepancies.

Maintain compliance with SLA tiers:

Tier 1: Complete processing within 1 business day of receipt.

Tier 2: Complete processing within 2 business days of receipt.

Maintain a high standard of data accuracy, with an error rate not exceeding 3% of total volume.

Provide daily and monthly metrics of documents reviewed, accepted and rejected

Your team
n/a

Your expertise
3-5 years’ experience in financial services, tax operations, or new accounts processing preferred but not required.

Strong attention to detail and commitment to data accuracy.

Familiarity with systems such as Masterfiles and Smartdoc is a plus.

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.

How We Hire

We may request you to complete one or more assessments during the application process. Learn more

Join us
At UBS, we know that its 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.

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.