Are you an experienced income tax professional? Does partnering with financial advisors and their largest and best clients on estate and financial planning issues motivate you?

In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Management. Why? Sophisticated clients have sophisticated needs – we want to ensure clients continue to have the full suite of UBS capabilities at their fingertips.

We are looking for someone like you to:
• partner with the Advanced Planning team (comprised of former practicing estate planning attorneys and tax professionals) and financial advisors to proactively engage clients and prospects with a net worth of $100mm and above in a dialogue surrounding advanced income tax strategies, and the integration of those strategies with their estate plan and investment portfolios
• prepare comprehensive analysis and review of a client's income tax planning (on an individual and entity basis)
• assist clients with establishing family offices and educate clients on opportunities for additional planning and review of estate planning structures