UBS

Associate Tax Efficiency Planning Strategist

UBS

Texas, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

  1. Collaborate with financial advisors to understand client financial goals and develop tax-efficient investment strategies.
  2. Stay up-to-date with tax laws and regulations to ensure compliance and identify potential opportunities for clients.
  3. Conduct thorough analysis of client financial information to determine the most effective tax planning strategies.
  4. Develop and implement tax planning strategies to minimize clients' tax liabilities and maximize their wealth.
  5. Create presentations and reports to present tax planning strategies and recommendations to clients.
  6. Monitor and review clients' tax plans to ensure they remain effective and adjust as needed.
  7. Communicate with clients to explain tax planning strategies and answer any questions or concerns.
  8. Collaborate with other team members to provide a holistic approach to financial planning for clients.
  9. Maintain accurate records and documentation of all tax planning activities.
  10. Continuously seek opportunities to improve and optimize tax planning services for clients.
  11. Attend trainings and seminars to stay updated on industry developments and best practices.
  12. Cultivate and maintain strong relationships with clients to foster trust and confidence in our services.
  13. Assist in the development of marketing materials and strategies to attract new clients.
  14. Uphold UBS's standards of professionalism and ethical behavior in all interactions with clients and colleagues.
  15. Contribute to a positive and collaborative team environment by sharing knowledge and expertise with colleagues.
Where is this job?
This job is located at Texas, USA
Job Qualifications
  • 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.

Required Skills
  • Financial Analysis

  • Client Service

  • Portfolio Management

  • Risk assessment

  • wealth management

  • Asset allocation

  • Retirement planning

  • Tax Planning

  • Investment Strategies

  • Tax Code Knowledge

  • Tax Minimization

Soft Skills
  • Communication

  • Customer Service

  • Leadership

  • Multitasking

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

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.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeAugust 19th, 2025
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About UBS

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.

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