Tax Specialist Real Estate and Private Markets

☞ UBS

View: 146

Update day: 26-03-2024

Location: Zürich Zürich ZH

Category: Legal / Contracts

Industry: Finance

Loading ...

Job content

Switzerland - Zürich
Business management, administration and support
Asset Management

Job Reference #

233240BR

City

Zürich

Job Type

Full Time

Your role

Do you have experience with structuring alternative investment products? Have you worked for a Big4 or law firm as a tax consultant in the alternative space? Do you want to help us develop new products for our clients and support the business from a tax perspective?
  • Work closely together with external tax advisors to support Real Estate and Private Market (“REPM”) colleagues with the tax structuring and tax due diligence requirements of investments.
  • Support the Product Development team with the tax structuring of new products across the shelf (direct or indirect).
  • support the REPM teams in engagement of external tax advisors and ensure all tax advisory fees are calculated and paid by the relevant Funds in accordance with any concluded agreements.
  • work closely with Product Management to manage all operational (tax) matters such as capital calls and distributions to investors in accordance with the applicable tax laws and fund agreements.
  • support Portfolio Managers, Transaction managers and the Product Management team with any tax related questions.
  • support the implementation of regulatory matters within REPM in close collaboration with Asset Management Products from time to time

Your team

You’ll be working in the REPM Tax team (presence in London, Hartford, Munich, Hong Kong and Amsterdam) and will be based Zurich.

In close support to the Head of Tax (based in Amsterdam) as well as in close collaboration with external tax advisors, you will manage the tax structuring and tax due diligence as well tax reporting requirements for a certain portfolio of products. Your main focus will be the fast-growing Fund of Funds business as well as the Swiss products or mandates, but it is also intended to work in a wider scope of responsibility depending on capacity and experience. It is also intended that you will support the business with the implementation of regulatory changes impacting the REPM product shelf. You will be working in a small and dynamic team in Europe, APAC and US and will have strong interaction with the portfolio managers, product development and product management team, legal and tax professionals and other UBS internal and external advisors across the globe.

Your expertise

  • degree in economics or law and either qualified as a Certified Tax Advisor, Tax Lawyer or Chartered Accountant.
  • strong Tax background from any European jurisdiction (e.g. UK, CH, NL, Lux, with a preference for Switzerland and Germany), combined with a very good understanding of double tax treaties and international tax principles; ideally with some strong experience with the tax and legal frameworks for either real estate, infrastructure or private equity funds.
  • strong project management skills and interest in/ experience with regulatory changes.
  • ideally 5-8 years’ experience as a Senior Tax Consultant / Tax Manager working for a Big Four or in the tax team of a big law firm, ideally with focus on real estate funds, infrastructure funds or private equity funds.
  • very good MS-Office skills (PowerPoint, Word, Excel, etc.).
  • fluent German and English skills in oral and written form are a must. Any further language (e.g. Spanish or French) is a plus.

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That’s what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We’re a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Contact Details

UBS Business Solutions AG
UBS Recruiting

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.
Loading ...
Loading ...

Deadline: 10-05-2024

Click to apply for free candidate

Apply

Report job
Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...