
Associate Tax Efficiency Planning Strategist
Are you passionate about helping clients reach their financial goals? Do you have a strong understanding of tax laws and regulations? Are you a strategic thinker with excellent analytical skills? If so, we have an exciting opportunity for you to join our team as an Associate Tax Efficiency Planning Strategist at UBS.In this role, you will work closely with our team of financial advisors to provide tax-efficient investment solutions for our clients. You will also have the opportunity to develop and implement tax planning strategies that maximize our clients' wealth and minimize their tax liabilities.To be successful in this role, you must have a Bachelor's degree in accounting, finance, or a related field, as well as a minimum of 2 years of experience in tax planning or investment management. You should also have a strong knowledge of tax laws and regulations, excellent communication and interpersonal skills, and the ability to work in a fast-paced and dynamic environment.If you are a driven and ambitious individual looking to make a difference in the financial industry, we encourage you to apply for this position and join our team at UBS. Together, we can help our clients achieve financial success and plan for a brighter future.
- Collaborate with financial advisors to understand client financial goals and develop tax-efficient investment strategies.
- Stay up-to-date with tax laws and regulations to ensure compliance and identify potential opportunities for clients.
- Conduct thorough analysis of client financial information to determine the most effective tax planning strategies.
- Develop and implement tax planning strategies to minimize clients' tax liabilities and maximize their wealth.
- Create presentations and reports to present tax planning strategies and recommendations to clients.
- Monitor and review clients' tax plans to ensure they remain effective and adjust as needed.
- Communicate with clients to explain tax planning strategies and answer any questions or concerns.
- Collaborate with other team members to provide a holistic approach to financial planning for clients.
- Maintain accurate records and documentation of all tax planning activities.
- Continuously seek opportunities to improve and optimize tax planning services for clients.
- Attend trainings and seminars to stay updated on industry developments and best practices.
- Cultivate and maintain strong relationships with clients to foster trust and confidence in our services.
- Assist in the development of marketing materials and strategies to attract new clients.
- Uphold UBS's standards of professionalism and ethical behavior in all interactions with clients and colleagues.
- Contribute to a positive and collaborative team environment by sharing knowledge and expertise with colleagues.
Strong Analytical And Problem-Solving Skills
Bachelor's Degree In Accounting, Finance, Or A Related Field
Minimum Of 2-3 Years Of Experience In Tax Planning Or Wealth Management
Knowledge Of Federal And State Tax Laws And Regulations
Excellent Communication And Interpersonal Skills, With The Ability To Work Effectively With Clients And Colleagues.
Financial Analysis
Client Service
Portfolio Management
Risk assessment
wealth management
Asset allocation
Retirement planning
Tax Planning
Investment Strategies
Tax Code Knowledge
Tax Minimization
Communication
Customer Service
Leadership
Multitasking
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Associate Tax Efficiency Planning Strategist in Texas, USA is between $60,000 and $85,000 per year. This can vary depending on factors such as location, experience, and employer. Some higher paying positions in this field can earn upwards of $100,000 per year.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started