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UBS Financial Services Cost Basis Reporting Specialist in Nashville, Tennessee

Cost Basis Reporting Specialist

United States - Tennessee


Group Functions

Job Reference #:




Job Type:

Full Time

Your role:

Are you incredibly organized with an eye for detail? Are you good at math? Do you know how to solve problems and increase efficiencies?

We are looking for a Cost Basis Reporting Specialist to:

•resolve client inquiries on cost basis information in client accounts

•analyze and resolve issues through research and collaboration with onshore and offshore team members as well as other internal partners

•help revise and establish new procedures that allow the department to minimize risk and increase productivity while also working with peers offshore promoting process excellence and client satisfaction

Your team:

You’ll be working in the Client Tax Reporting team. We are responsible for servicing, managing, and adjusting tax lot information on assets held at UBS. From leading offshore teams to finding solutions to complex issues, we work as one unit to assist branches to give the client a personal and authentic experience while complying with accurate tax reporting to the Tax Authorities.

Your expertise:

•experience in customer service

•Microsoft Office skills

•ability to organize and track your daily responsibilities

•ability to communicate professionally and clearly in high pressure situations

•ability to adapt to changing landscape of rules and regulations

•committed to tracking issues from inception to completion

•knowledge of US Tax Reporting preferred


About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.