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.