Are you an experienced income tax professional? Does partnering with financial advisors and their largest and best clients on tax 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’re looking for someone like that who can:
• enhance the UHNW client acquisition and retention process by contributing sophisticated advice on income tax planning, wealth transfer and philanthropic planning
• educate financial advisors and other members of the Advanced Planning Group in the areas of income tax and financial planning
• articulate a concise message to both the client and UBS financial advisor, as an advice provider in a comprehensive wealth planning context
• interact with senior management, financial advisors, product areas, vendors and field experts

Detailed salary information:
• Boston: the salary range for this role is $207500 to $282500
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.