Associate Wealth Strategist

UBS; New York (NY); On-site; USD 160,000 - 220,000; Full time

Job summary

UBS is seeking an experienced estate tax professional in New York to partner with financial advisors and top clients. You will review complex estate planning documents, prepare detailed analyses, and advise on wealth transfer and philanthropic strategies for clients with net worth $50M+.

Collaborate with the Advanced Planning team and contribute to timely thought leadership in estate planning and tax topics.

Qualifications

• 3+ years in a financial, accounting or law firm with estate planning experience.
• Advanced degree or designation (e.g., JD, CPA).
• Ability to review both basic and complex estate planning documents (GRATs, QPRTs, GRATs, split-interest trusts).
• Active Series 7 and 66 licenses or ability to obtain on hire.
• Ability to synthesize complex personal financial information (tax returns, investments, benefits, retirement data).

Responsibilities

• Review estate planning documents to create current estate analyses with tax calculations.
• Enhance UHNW client acquisition and retention through sophisticated wealth transfer and philanthropic planning advice.
• Model wealth transfer and philanthropic strategies for clients.
• Conduct research on income, estate, gift, GST, and philanthropic tax issues.

Skills

Estate tax

Wealth transfer

Philanthropy planning

Estate planning docs

Tax research

Financial analysis

Series 7/66

AI in workflows

Education

Juris Doctor (JD)

Certified Public Accountant (CPA)

Paralegal certificate/degree

Job description

Key Responsibilities

Are you an experienced estate tax professional? Does partnering with financial advisors and their largest and best clients on estate and financial planning issues motivate you? We’re looking for someone like you who can:

• enhance the UHNW client acquisition and retention process by contributing sophisticated advice related to wealth transfer and philanthropic planning
• independently review estate planning documents (e.g., Wills, Living Trusts, and Irrevocable Trusts, documents governing family business entities) to create a current estate analysis, including estimated estate and income tax calculations
• assist with modeling wealth transfer and philanthropic strategies for clients
• perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic issues

Job Type

Full Time

Job Reference #

343365BR

City

New York

The team

As a member of the Advanced Planning group (comprised of former practicing estate planning attorneys and tax professionals) you will partner with financial advisors to proactively engage clients and prospects with a net worth of $50M and above in a dialogue surrounding advanced estate planning strategies. You will work directly with the Senior Wealth Strategist to prepare comprehensive analysis of a client's estate and philanthropic planning. You will also serve as a member of UBS's in-house "think-tank," by contributing to timely articles on estate planning, tax and philanthropy.

Your Skills And Experience

• ideally, 3+ years working at a financial, accounting or law firm that provided relevant experience to perform the duties described above
• advanced degree or designation required (e.g., JD, CPA, Paralegal certificate/degree)
• ability to review and understand both basic estate planning documents as well as documents implementing more complex estate planning strategies, such as irrevocable trusts, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), sales to intentionally defective grantor trusts and split-interest charitable trusts
• active Series 7 and 66 licenses (or are required to obtain them upon hire)
• ability to understand and assimilate complex personal financial information (tax returns, investment statements, incentive benefits, employee benefits and compensation, life insurance policies, business interests, qualified and nonqualified retirement plan information, pension and annuity information, social security, deferred compensation information, related retirement and benefits data, incentive and nonqualified stock option and restricted stock information)
• experience with the following areas, techniques and strategies: personal income, estate, gift, GST and trust tax disciplines, advanced wealth transfer planning techniques such as Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Family Limited Partnerships, Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations, Generation-Skipping Transfer Tax, planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock
• 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

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.

Salary information

• United States - New York - New York min USD 160000 - max USD 220000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.

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.