IB Tax Onboarding Analyst
UBS AG represented by The Tuttle Group
- Ensured investment bank client onboarding teams collected client tax documentation of new account opening requests in accordance with IRS Chapter 4 FATCA and OECD Common Reporting Standard requirements.
- Advised internal stakeholders and clients as to the validity of tax documentation after compiling thorough knowledge of Chaper 4 regulation, UBS' internal documentation systems and a growing network of subject matter experts within the firm.
- Implemented advanced Excel tools to improve efficiency of internal data reporting processes and provide support to coworkers, including preparing and delivering presentations on various Excel tools to operational divisions in KYC and Account Data Management.