Description
Are estate and tax planning your passion? Does planning analysis motivate you? Do you enjoy creating models for sophisticated planning strategies?
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 with those interests who can:
• Prepare and build sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences
• Independently review and summarize estate planning documents (e.g., Wills, Living Trusts and Irrevocable Trusts) to create a current estate analysis, including estimated estate and income tax calculations
• Think critically about a client’s assets and liabilities in order to educate a client about his or her options from a tax and planning standpoint
• Perform research on income, estate, gift, generation-skipping transfer tax and philanthropic issues
• interact with senior strategists, financial advisors and field experts
Detailed salary information:
• San Francisco, Los Angeles: the salary range for this role is $135000 to $175000
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.