UBS Financial Services FATCA Analyst in Kraków, Poland

Your role:

Are you interested in taxes? Do you have desire to

develop and acquire tax and KYC related

knowledge? We’re looking for someone like this to:

– perform static data setups of client tax details,

withholding and reporting codes

– provide support to the front office and to external

clients for tax documentation related queries

– support Client Onboarding Team with client tax

documentation (domestic and international


What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. 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.

Your team:

You’ll be working in the KYC FATCA Tax

Onboarding team in Zabierzów. We are

responsible for reviewing tax documentation and

performing validation for new account opening

requests in compliance with US and AEI/UK

FATCA requirements as well as performing

remediation for already collected tax

documentation. You will be working closely with

other teams within UBS Investment Banking


Your experience and skills:

You have:

– a university degree in Finance or related

– Very good written and spoken English

– Very good knowledge of MS Outlook (Microsoft

PowerPoint, Word and Excel)

– Great analyzing skills

– Strong attention to details

You are:

  • Able to communicate effectively with other teams,

including escalating concerns or issues

  • Quick learner, able to learn new systems quickly

Additional assets

– Familiar with US and AEI/UK FATCA regulations

and IRS Forms W-8 and Form W-9 requirements

– Knowledge of banking financial product offerings

– KYC/AML related experience or KYC data

management experience

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 almost 900 offices and more than 50 countries. Do you want to be one of us?

Job Reference #: 156924BR

Business Divisions: Corporate Center

Title: FATCA Analyst

City: Kraków

Job Type: Full Time

Country / State: Poland

Function Category: Compliance, Investment Banking, Operations