Operational Tax Specialist - AI - EMEA shift

KEY RESPONSIBILITIES

We are seeking a proactive and technology-driven Operational Tax Specialist to

support the transformation and optimization of operational tax processes through

the use of AI, automation, analytics, and process improvement techniques.

The successful candidate will work closely with Asset Management Tax teams to

improve the efficiency, accuracy, and scalability of business processes. This

role is ideal for someone with a strong operational mindset, experience with AI

and digital tools, and a basic understanding of Asset Management tax reporting

and compliance processes.

Operational Excellence

• Identify and implement process improvements across operational tax-related

activities.

• Support the standardization, documentation, and optimization of business

processes.

• Monitor operational performance, controls, and key metrics to drive continuous

improvement.

• Analyze workflows and identify opportunities to reduce manual effort and

operational risk.

• Collaborate with cross-functional stakeholders to improve end-to-end

processes.

AI & Automation

• Leverage AI, automation, and digital tools to streamline operational and tax

processes.

• Develop solutions using Microsoft Copilot, Power Automate, Power Apps, Power

BI, and related technologies.

• Support the adoption of AI tools to improve productivity, reporting, and

decision-making.

• Evaluate emerging technologies and identify opportunities to enhance

operational effectiveness.

• Participate in automation and digital transformation initiatives.

Tax Operations Support

• Support operational tax processes including data collection, reporting,

reconciliations, and process controls.

• Assist in managing tax-related data and ensuring information is accurate,

complete, and timely.

• Partner with tax subject matter experts to improve compliance and reporting

processes.

• Help identify and resolve operational issues impacting tax filings, reporting,

and governance activities.

• Support tax technology and transformation projects across the organization.

Data Analytics & Reporting

• Analyze large datasets to identify trends, process inefficiencies, and

improvement opportunities.

• Build dashboards and management reports to support operational

decision-making.

• Promote data quality standards and assist with data governance activities.
• Translate analytical findings into actionable business recommendations.

THE TEAM

You’ll join the Tax, Business and Regulatory Change team within Asset

Management’s COO function and will report to Head of AM EMEA Traditional Tax who

is located in London. As well as working closely with the AM business, the job

holder will work with the global AM Tax team as well as with the UBS Group Tax

colleagues.

YOUR SKILLS AND EXPERIENCE

Required

• Bachelor's degree in Business, Finance, Accounting, Operations, Technology,

Data Analytics, or a related discipline.

• Experience in operations, business process improvement, transformation,

analytics, or a related field.

• Experience using AI and automation tools in a business environment.
• Strong analytical, problem-solving, and process improvement skills.
• Advanced Microsoft Excel skills.
• Strong communication and stakeholder management capabilities.

Preferred

• Experience with Microsoft Copilot, Power BI, Power Automate, Power Apps,

Alteryx, SQL, or Python.

• Exposure to tax, finance, accounting, or regulatory reporting processes.
• Understanding of operational tax compliance requirements such as withholding

tax, indirect tax, or information reporting processes.

• Experience supporting transformation, automation, or technology implementation

projects.

• You’re curious to explore how AI can improve how we build, deliver, and

optimize workflows. You do this with sound judgment – validating outputs and

aligning with policies, risk standards, and ethical use.

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Key Competencies

• Operational Excellence
• AI & Digital Innovation
• Process Automation
• Data Analysis & Insights
• Continuous Improvement
• Tax & Finance Operations Awareness
• Stakeholder Management
• Problem Solving
• Change Management
• Collaboration

________________________________________

Ideal Candidate Profile

A business-minded professional with strong operational and analytical skills who

is passionate about leveraging AI and automation to improve processes. The ideal

candidate has exposure to tax or finance operations but is primarily focused on

driving operational efficiency, digital transformation, and scalable solutions

across the organisation.

ABOUT US

UBS is a leading and truly global wealth manager and the leading universal bank

in Switzerland. We also provide diversified asset management solutions and

focused investment banking capabilities. Headquartered in Zurich, Switzerland,

UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration

at the heart of everything we do. Because together, we’re more than ourselves.

Want to find out more? Visit ubs.com/careers [https://www.ubs.com/careers].

JOIN US

At UBS, we know that it's our people, with their diverse skills, experiences and

backgrounds, who drive our ongoing success. We’re dedicated to our craft and

passionate about putting our people first, with new challenges, a supportive

team, opportunities to grow and flexible working options when possible. Our

inclusive culture brings out the best in our employees, wherever they are on

their career journey. And we use artificial intelligence (AI) to work smarter

and more efficiently. We also recognize that great work is never done alone.

That’s why collaboration is at the heart of everything we do. Because together,

we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable

accommodation/adjustments throughout our recruitment process, you can always

contact us. [https://www.ubs.com/global/en/careers/search-jobs/support.html]

CONTACT DETAILS

UBS Business Solutions SA

UBS Recruiting

DISCLAIMER / POLICY STATEMENTS

UBS is an Equal Opportunity Employer. We respect and seek to empower each

individual and support the diverse cultures, perspectives, skills and

experiences within our workforce.