Tax Specialist Real Estate and Private Markets
UBSSwitzerland - zürich, united kingdomUpdate time: June 16,2020
Job Description
Do you have in-depth knowledge of structuring alternative investment products? Have you worked for a Big4 or law firm as a tax consultant in the alternative space? Do you want to help us develop new products for our clients and support the business from a tax perspective?

We’re looking for a tax specialist to:
- Work closely together with external tax advisors to support REPM colleagues with the tax structuring and tax due diligence requirements of Fund of Funds investments globally.
- Review and agree the tax due diligence and tax structuring reports delivered by external tax advisors. Ensure that all relevant tax findings identified in those tax due diligence reports are reflected properly in side letters to be discussed and agreed with third-party Fund management teams.
- Work closely with Product Management to manage capital calls and distributions to investors in accordance with the applicable tax laws and fund agreements.
- Support the Product Development team with the tax structuring of new products
- Support the various REPM internal teams with all tax related topics, including the overview of monthly, quarterly or annual tax compliance obligations of the relevant Funds.
- Manage the tax reporting of certain fund products, if needed (such as German, Swiss and / or Austrian Tax reporting) and ensure that it will be done properly and in time.
- Support the REPM teams in engagement of external tax advisors and ensure all tax advisory fees are calculated and paid by the relevant Funds, as applicable, in accordance with the concluded agreements.
- Work closely with Product Management to support them in preparing performance reporting for the Funds to ensure that the tax related wording is accurate.
- Assist the Portfolio Managers to ensure that the tax data used in the various financial models are accurate.
- Support the Portfolio Managers and Product Management team with any tax related ad hoc questions.

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