Key responsibilities

We are seeking a proactive and technology-driven Operational Tax Specialist to support the transformation and optimization of operational tax processes through the use of AI, automation, analytics, and process improvement techniques. The successful candidate will work closely with Asset Management Tax teams to improve the efficiency, accuracy, and scalability of business processes. This role is ideal for someone with a strong operational mindset, experience with AI and digital tools, and a basic understanding of Asset Management tax reporting and compliance processes.

Operational Excellence

- Identify and implement process improvements across operational tax-related activities.
- Support the standardization, documentation, and optimization of business processes.
- Monitor operational performance, controls, and key metrics to drive continuous improvement.
- Analyze workflows and identify opportunities to reduce manual effort and operational risk.
- Collaborate with cross-functional stakeholders to improve end-to-end processes.

AI & Automation
- Leverage AI, automation, and digital tools to streamline operational and tax processes.
- Develop solutions using Microsoft Copilot, Power Automate, Power Apps, Power BI, and related technologies.
- Support the adoption of AI tools to improve productivity, reporting, and decision-making.
- Evaluate emerging technologies and identify opportunities to enhance operational effectiveness.
- Participate in automation and digital transformation initiatives.

Tax Operations Support

- Support operational tax processes including data collection, reporting, reconciliations, and process controls.
- Assist in managing tax-related data and ensuring information is accurate, complete, and timely.
- Partner with tax subject matter experts to improve compliance and reporting processes.
- Help identify and resolve operational issues impacting tax filings, reporting, and governance activities.
- Support tax technology and transformation projects across the organization.

Data Analytics & Reporting
- Analyze large datasets to identify trends, process inefficiencies, and improvement opportunities.




- Build dashboards and management reports to support operational decision-making.
- Promote data quality standards and assist with data governance activities.
- Translate analytical findings into actionable business recommendations.

The team

You’ll join the Tax, Business and Regulatory Change team within Asset Management’s COO function and will report to Head of AM EMEA Traditional Tax who is located in London. As well as working closely with the AM business, the job holder will work with the global AM Tax team as well as with the UBS Group Tax colleagues.

Your skills and experience

Required
- Bachelor's degree in Business, Finance, Accounting, Operations, Technology, Data Analytics, or a related discipline.
- Experience in operations, business process improvement, transformation, analytics, or a related field.
- Experience using AI and automation tools in a business environment.
- Strong analytical, problem-solving, and process improvement skills.
- Advanced Microsoft Excel skills.
- Strong communication and stakeholder management capabilities.

Preferred

- Experience with Microsoft Copilot, Power BI, Power Automate, Power Apps, Alteryx, SQL, or Python.
- Exposure to tax, finance, accounting, or regulatory reporting processes.
- Understanding of operational tax compliance requirements such as withholding tax, indirect tax, or information reporting processes.
- Experience supporting transformation, automation, or technology implementation projects.
- 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.

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Key Competencies

- Operational Excellence
- AI & Digital Innovation
- Process Automation
- Data Analysis & Insights
- Continuous Improvement




- Tax & Finance Operations Awareness
- Stakeholder Management
- Problem Solving
- Change Management
- Collaboration

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Ideal Candidate Profile A business-minded skilled with strong operational and analytical skills who is passionate about leveraging AI and automation to improve processes. The ideal candidate has exposure to tax or finance operations but is primarily focused on driving operational efficiency, digital transformation, and scalable solutions across the organisation.

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.

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.

Contact Details

UBS Business Solutions SA

UBS Recruiting

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.

📌 Operational Tax Specialist - AI - EMEA shift (Mumbai)
🏢 UBS
📍 Mumbai