US Tax Reporting Specialist Position Available In Davidson, Tennessee
Tallo's Job Summary: The US Tax Reporting Specialist position in Nashville, Tennessee, offers a full-time role supporting Client Tax reporting with tasks like reconciliations, IRS deposits, and 1099/1042-S form processes. Ideal candidates have 1-2 years of relevant experience in banking, brokerage, tax, or audit, strongmunication skills, and proficiency in Microsoft products. The role involves collaboration with various teams and the opportunity for process improvement projects within the Tax Operations Utility of UBS.
Job Description
US Tax ing Specialist
United States – Tennessee
Operations
Global Wealth Management
Job Reference #
318804BR
City
Nashville
Job Type
Full Time
Your role
Do you manage your time well? Are you solution oriented and work well in teams? We are looking for someone like this to:
- support the Client Tax reporting team for daily withholding and client service support
- perform reconciliations and make periodic deposits to the IRS
- be involved with the 1099 and 1042-S forms reporting processes during tax season
- work with multiple teams on projects related to Tax audits, Robotic Process Automation and process improvements
Your team
You will be working in the Nashville Tax Operations group.
We are part of the firm’s broader Tax Operations Utility, working closely with team members and management in the tri-state area. We collaborate with other team members across several business units on daily and monthly tasks related to tax withholding, and annual tax season client reporting.
Your expertise
- 1 to 2 years of relevant industry experience (banking, brokerage, tax, accounting, audit)
- strong written and oralmunication skills
- well versed in Microsoft products (Excel, Word, PowerPoint)
- strong analytical/financial mindset
- ability to work independently and as part of a team
- experience with procedure documentation and / or process improvement preferred
- VBA knowledge and experience preferred
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 ourpetitors..
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you toplete one or more assessments during the application process. Learn more
Join us
At UBS, we know that it’s 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, wver 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’remitted to disability inclusion and if you need reasonable amodation/adjustments throughout our recruitment process, you can always contact us.
Details
UBS Business Solutions SA
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.