US Tax Specialist – Associate Director, Asset Management

About the role

UBS Asset Management is seeking an experienced US Tax Specialist to join its Tax Team as an Associate Director. You will work across the US region, providing expert tax advice on fund structuring, compliance, and risk management.

Key responsibilities

• Collaborate with all business areas to resolve tax issues related to AM products and support new product development.
• Oversee annual tax compliance for trading funds, private credit funds, fund of funds, and mutual funds.
• Manage FATCA/CRS, FBAR, 1099, and shareholder reporting for UBS AM funds.
• Serve as primary contact for investor inquiries on tax reporting deliverables (e.g., K‑1 forms, estimated tax letters).
• Ensure timely filing of tax returns and adherence to Group Tax policies.
• Identify, monitor, and mitigate tax risk, including third‑party service provider risk.
• Support portfolio managers on jurisdictional requirements, diversification tests, and withholding tax matters.
• Coordinate tax aspects of business initiatives through the TRPA process and manage external tax advisors.
• Review tax wording in fund documentation and maintain tax control and governance documents.
• Provide regular updates, training, and regulatory project support (e.g., FATCA, CRS, CARF).

Required profile

• Associate Director‑level experience in US tax within asset management or a related financial services environment.
• Strong knowledge of US tax regulations, FATCA, CRS, FBAR, and fund‑level reporting.
• Proven ability to manage tax risk and interact with senior stakeholders.
• Excellent communication skills for investor and internal stakeholder engagement.

Required skills

• FATCA compliance
• CRS reporting
• FBAR filing
• 1099 reporting
• Fund tax compliance (trading funds, private credit, fund of funds, mutual funds)
• Tax risk management
• Investor tax reporting (K‑1, estimated tax letters)

What we offer

• Opportunity to influence tax strategy for a global asset manager.
• Collaborative environment with senior leadership.
• Access to continuous learning and professional development.