Cincinnati
Full Time
United States - Ohio
Business management, administration and support
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.
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.
You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management.
• ideally 5 years’ experience in either a tax accounting or financial planning role.
• The ability to work under pressure and manage complex situations and deadlines while maintaining a high attention to detail.
• Strong analytical, organizational, and project management skills.
• Excellent communication skills and the ability to collaborate well on a team.
• Good command of Microsoft Office and comfort learning and using complex planning software.
• Bachelor's degree, or equivalent, with Accounting, Finance, or Planning focus a plus.
• CPA or CFP designation a plus.
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.
We may request you to complete one or more assessments during the application process. Learn more