Client Tax Reporting Specialist - Toronto, Canada - UBS

UBS

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Canada

Finance, Operations
Group Functions

Job Reference #

BR

City

Toronto

Job Type

Full Time

Your role

Are you incredibly organized with an eye for detail? You will have the opportunity to touch the different aspects of Canadian and US taxes which will provide you with a holistic view of the entire tax process.
You will:
review and process client tax reporting documents

- provide Client Advisors support with document

management- ensure that the document records correspond with

data in the system- offer expertise and support to Client Advisors when

carrying out client tax reporting activities such as:

monthly reconciliation and review of Canadian

tax and NRA Withholding- remittance to Canadian & Quebec government of

withholding taxes in accordance with defined pay
- dates- monthly reconciliation of client tax records on tax

database to processing system- year-end tax process to finalize tax records,

produce and mail various tax slips and Canadian
- version of Tax Reports to clients- support new cost basis requirements including

research and reporting- respond to client requests in standard and non
- standard situations- provide tax services on a medium to high complexity

level

Your team

You will be working within our Toronto Operations team, reporting into the Regional Client Tax Specialist team. A great opportunity to be part of a global organization with exposure to endtoend tax process in the Wealth Management business along with a chance to partner with our Corporate Actions team and gain an understanding of how cross border taxes are administered.
Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

3+ years of tax reporting experience within the

Financial industry
- experience in Canadian Tax and US Tax
- knowledge and experience with Registered

Retirement Savings Plan (RRSP) and Registered
- detail oriented along with demonstrated

organizational, prioritizing and multi-tasking skills
- have a collaborative attitude along with a curious

mindset to ask questions and resolve issues as they
arise
- able to work independently
- experience with Foreign Account Tax Compliance Act

(FATCA) and The Automatic Exchange of Information
(AEI) is preferred
- proficient in the English and French languages is

preferred

About us

UBS is the world's largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

Join us

From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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.