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Global Private Client Services Tax Senior Staff
Responsibilities: Oversee tax compliance, identify tax planning and consulting opportunities, preparation and review client tax projections and calculations, and supervise and develop staff. Be the in-charge for monitor multiple client engagements. Identify and assist with the implementation of tax planning and tax savings strategies. Research and consult on complex tax matters. Work closely with partners, managers and staff ...
Tax Services Senior Staff
Responsibilities: Identifying and implementing tax planning and consulting opportunities, preparation and review of client tax calculations, management of client tax relationships and supervising and developing staff. Must have the ability to manage client relationships, and multiple projects and meet deadlines. Identify and assist with the implementation of tax planning and tax savings strategies. Research and consult on tax matters. Manage and d...
Structured Products Lawyer, Investment Bank
The candidate will partner with US Global Markets business colleagues to provide legal and regulatory advice regarding structured products, such as equity-linked notes. Support the business teams through all stages of a transaction, from inception to execution. Collaborate with colleagues from Legal and different control functions in the US and globally. Stay current with relevant developments to ensure UBS meets its legal and re...
Tax Senior Associate
The candidate will prepare complex Tax returns. Develop, motivate, and train staff level and intern team members. Detailed review and analysis of Tax returns. Interact directly with clients handling questions, planning, concerns, etc. Perform, document, and summarize research and conclusions regarding specific tax issues. Remain up-to-date on current tax practices and changes in tax law. Other duties as assigned. Some travel may be required.
Tax Supervisor – Seasonal Contract
The candidate will provide detailed review and analysis of tax returns. Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm. Interact directly with clients handling questions, planning, concerns, etc. Develop, motivate, and train staff-level team members. Perform, document, summarize and ...
Manufacturing and Distribution Tax Services Manager
The candidate will be called upon to deliver professional services to clients, including consulting, tax planning, compliance, and research. This will involve performing management activities on engagements and will require the ability to manage numerous projects independently. Will be developing high level relationships with clients, prospects, and referral sources, and performing detailed tasks on engagements while dele...
Tax Services Senior Staff
Responsibilities: Identify and implement tax planning and consulting opportunities. Prepare and review client tax calculations. Manage client tax relationships. Supervise and develop staff. Manage client relationships, multiple projects, and meet deadlines. Identify and assist with the implementation of tax planning and tax savings strategies. Research and consult on tax matters. Manage and develop staff in a highly interactive team environment.
Estate Settlement Administrator II
The candidate studies nominating instruments to determine terms, responsibilities and duties of the bank, as fiduciary. Carries out initial processing, such as opening accounts on the trust system, preparing records, making payments for expenses, compiling inventories, manages the collection and valuation of financial information and tangible personal and real property including communication with attorneys, accountants, and outside banke...
The candidate will be coordinating the collection and review of legal documents. Drafting legal documents including merger and acquisition paperwork. Organizing and managing documents, including the creation of spreadsheets and retrieval systems. Coordinating the collection and review of legal documents. Preparing briefs, contracts, acquisition closing statements. Assisting with the preparation, filing, and service of pleadings. Supporting the daily operations of...
Senior Tax Associate – (Seasonal Contract)
Duties: Preparation of Tax returns (Individuals (1040), Partnerships (1065) and S corporations (1120S). Start providing detailed review of numbers on Tax returns. Provide timely, high quality client service that meets or exceeds reviewer’s and client’s expectations. Recognize and inform senior management of opportunities to increase level and types of services to clients. Ensure professional development through ongoing educa...
The candidate will maintain Spreadsheets and Create Reports. Collect and Organize Unit File. Calendar and Coordinate Responses for Non-Legal Complaints. Assist with Requests for Information within the Legal Department. Request and Collect Dealer Files. Type Form Letters. Various Administrative Support Duties. Should preferably have Paralegal or Legal Assistant Experience. Should have Microsoft Office proficiency, be Self-Motivated, and Organized. I...
Duties: Work with real estate and infrastructure investment teams on sophisticated commercial real estate and infrastructure transactions; support our real estate business working with asset managers on real estate operational issues; support our portfolio management teams in creating and managing new commingled real estate and infrastructure funds; support our strategic initiatives and projects, often in a cross-border context. Work with a team of lawyers dedicate...
Client Success Specialist, ERISA Compliance
Duties: Responsible for assisting employers, brokers, and benefits professionals with the creation of customized ERISA plan documents and Forms 5500 for their employee health and welfare benefit plans. Assist employers in the creation, customization and quality review of comprehensive ERISA plan documents (including Summary Plan Descriptions). Provide technical guidance and training for prospects and clients, referral partners an...