Financial Reporting Manager, Workplace Wealth Solutions
UBS Financial Services Inc.
Job Reference #339365BRCityNashvilleJob TypeFull Time Your roleAre you a self-starter with strong attention to detail? Do you thrive working with high profile corporations? Do you have a background in accounting or equity-based compensation plans? We are looking for someone like you to: • serve as a primary point of contact and subject matter expert for the financial reporting teams of UBS Workplace Wealth Solutions’ corporate clients• resolve complex issues with: Stock Compensation Expense, Disclosures, Diluted EPS, Deferred Tax Asset, Share Balance, and Proxy reporting• quickly and accurately address client questions while providing exceptional client service•provide clients with expert level support during month/quarter/year end reporting cycles• assist with platform onboarding, migration, and reconciliation activities relevant to financial reporting services, outputs and functionality• build/strengthen relationships that drive higher overall satisfaction and service value through strategic consultations, best practices and client solutioning• provide education, training, and updates to our clients related to new reports, platform functionality, and process improvements in relevant equity reporting workflowsYour Career ComebackWe are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.Your teamWorkplace Wealth Solutions (WWS) is one of the key growth businesses within UBS Wealth Management (WM). You’ll be joining the Equity Plan Financial Reporting Services team, supporting our corporate clients with reporting and equity compensation accounting related services. As a Financial Reporting Manager, you will work directly with the accounting, corporate tax, and financial reporting teams of corporations using UBS' equity compensation record keeping platform. The team provides expert advice, reporting and platform support to assist with their ASC 718 equity compensation compliance and other equity compensation related reporting needs.Your expertise• Bachelor's degree or higher preferred• ideally, 5+ years of equity compensation and/or corporate accounting experience • familiarity with accounting rules for share-based compensation under ASC 718• prior experience in database management, product development, and equity plan recordkeeping/reporting software preferred • Certified Equity Professional (CEP) is desired• Certified Public Accountant (CPA) and/or master’s degree in accounting/finance is desired• proficient with Microsoft Suite Applications, including Outlook, Word, Excel and PowerPoint as well as experienced with Microsoft MS Teams, SharePoint, OneNote, and OneDrive• able to adapt to changing priorities while managing stakeholder expectations accordingly as well as able to manage projects independently with a high level of responsibility• detail oriented with strong organization, analytical, and communication skills• excellent problem solver, able to collaborate well with other people and teams• 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 usUBS 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 usAt 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 statementsUBS 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.Country / State: United States - TennesseeFunction Category: Client advisory / Relationship management Business Divisions: Global Wealth Management
$120k - $160k
...business partners to deliver solutions and identify new... ...• partner with Financial Advisors on participant... ...Implementation, Service Managers, and Plan Administrators... ...businesses within UBS Wealth Management (WM) and serves... ...Management team, reporting directly to the Head of...SuggestedFull timeContract workFlexible hours$120k - $160k
...closely with Relationship Managers, Service Managers and... ..., administration, wealth management, and accounting... ...• partner with Lead Financial Advisors and... ...team, this role will report to the Equity Plan Client... ...identify and implement solutions• undergraduate degree...SuggestedFull timeHome officeFlexible hours- ...common purpose to help make financial lives better through the power... ...fostering an inclusive workplace where every teammate has the... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...acquiring, building and managing client relationships to considering...SuggestedFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift
$99k - $232k
...Enterprise Performance Management practice, within Finance... ...clients optimise and align financial planning, consolidation, reporting and analytics processes,... ...performance management solutions that help clients... ...establish a secure and trusted workplace for all.Applications...SuggestedFull timeH1b- ...with industry-leading workplace culture. Our nine offices... ...for leading our SOC Reporting and HITRUST team, delivering... .... The SOC/PCI/HITRUST Managing Director is responsible for the financial performance and... ...best in class advice and solutions. Managing Directors have...SuggestedFull timeContract workWork at officeFlexible hours
$77k - $214k
...team focus on key issues like wealth management, compliance, cash flow... ...tax advisors with innovative solutions- Utilizing advanced skills and... ...complex spreadsheets- Advanced report-writing and communication... ...establish a secure and trusted workplace for all.SummaryLocation: NY-...Full timeH1b$77k - $202k
...consulting services related to financial management and strategy. These... ...client needs, develop financial solutions, and offer guidance and... ...including planning, forecasting, reporting, and performance management... ...a secure and trusted workplace for all.Applications will be...Full timeH1b$124k - $335k
...assisting the team focus on key issues like wealth management, compliance, cash flow management,... ..., and develop and discuss potential solutions, even before the stakeholder realises... ...thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: NY-New York;...Full timeH1b$161.93k - $269.88k
...Summary The Senior Manager will play a key role... ...Accounting & Reporting. We are seeking professionals... ..., business models and financial accounting areas, helping... ...and communicate workplace culture and code of conduct... ...future innovative solutions.Utilize Microsoft Office...Work at officeLocal areaRemote workVisa sponsorship$99k - $266k
...assisting the team focus on key issues like wealth management, compliance, cash flow management,... ...broader stakeholder views to develop solutions and recommendations.Address sub-... ...thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: NY-New York;...Full timeContract workH1b$124k - $335k
Industry/SectorAsset and Wealth... ...SummaryA career in our Financial Services Tax practice,... ...tax obligations while managing the impact tax has on... ...and discuss potential solutions, even before the stakeholder... ...a secure and trusted workplace for all.Applications will...Full timeH1bLocal areaOverseas$150k
Industry/SectorAsset and Wealth... ...SummaryA career in our Financial Services Tax practice,... ...tax obligations while managing the impact tax has on... ...-solving and creative solutions- Leadership in generating... ...a secure and trusted workplace for all.Applications will...Full timeH1bLocal areaOverseas$90k - $130k
...Senior Associate to Manager, Accounting, Reporting & Technology Anywhere Type... ...Category: Delivery Workplace Type: Remote Date Posted... ...units: Business Advisory Solutions; Technology, and Clinical... ...clients to solve complex financial accounting and reporting challenges...Permanent employmentRemote work$99k - $232k
...Insurance Claims Operations Consultant, Manager, you will play a pivotal role in helping... ...You will analyze client needs, implement solutions, and provide training and support to... ...thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted...Full timeH1b$99k - $266k
...The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax... ...their tax needs and provide tailored solutions Simplifying complex tax... ...to establish a secure and trusted workplace for all. Applications will be accepted...H1bLocal area- Director of Financial ReportingPosted: 07/10/2026Industry: FinanceJob Number: 22327Pay Rate... ...searching for a Director of Financial Reporting to fulfill an immediate need. This individual... ...and delivering tailored staffing solutions that align with clients' unique needs.Mary...Immediate start
- ...consulting services with industry-leading workplace culture. Our nine offices — located... ...Job SummaryWe are looking for a Tax Manager to join our Financial Services Practice group. This... ...identifying tax issues, recommending solutions to customer issues, and engagement management...Full timeContract workWork at officeFlexible hours
- ...banking, combining strong financial infrastructure with... ...deeply, and building solutions that unlock real potential... .... You will manage and supervise staff, provide... ...preparation of regulatory reporting including FR2900... ...committed to providing a workplace free from discrimination...Temporary workWork at officeLocal areaRemote workFlexible hours
- ...consulting services with industry-leading workplace culture. Our nine offices — located in... ...SummaryWe are looking for a Tax Senior Manager to join our Real Estate Practice. This candidate... ...identifying tax issues, recommending solutions to customer issues and engagement...Full timeContract workWork at officeLocal areaRemote workFlexible hours
$25.35 - $43.62 per hour
...Economic Impact Study reports that in 2024 alone, BNA... .../Drug Free Workplace Hiring Process:... ...the supervision of the Manager, Internal Audit, which... ...assisting in auditing financial records of departments... ...options and implement solutions. Relationship Building...Hourly payContract workWork at officeLocal area- ...services with industry-leading workplace culture. Our nine offices —... ...CPA firm.The role of the Audit Manager is to oversee the audit... ...issues and recommend creative solutions with the input of key stakeholdersBuild... ...in SOX compliance audits for financial institutionsWHY YOU SHOULD...Full timeContract workWork at officeFlexible hours
- ...reviews, T&E audits, production audits, management-requested reviews, and other advisory... ...production, distribution and advertising solutions. What We Offer: Attractive... ...community, both inside and outside the workplace Paramount is an equal opportunity...Worldwide
$115.1k - $156.9k
...valuation engagements for financial reporting, tax compliance, transaction... ...regulatory reporting, and management planning purposes. Perform... ...opportunities and deliver integrated solutions to clients. Manage key... ...prohibits any form of workplace harassment based on race, color...Full timeContract workLocal areaFlexible hours- ...architectures that drive business value, manage complexity, and accelerate harmonization... ...each sector. People aligned to the Financial Services Industry focus on working with... ...architect distinctive client technology solutions Leverage industry experience - including...Full timeLive inWork at officeLocal area
- ...services with industry-leading workplace culture. Our nine offices —... ...looking for an Audit Senior Manager with Real Estate experience to... ...issues and recommend creative solutions to complex client issuesWork... ...individual clients and appropriate financial officersCoach and develop...Full timeContract workWork at officeFlexible hours
$90k - $110k
...Francisco, California Job Description The Financial Systems Analyst manages the day‑to‑day operation of the firm... ...and IT partners to implement solutions. Assist with enhancing financial... ...and maintenance of standard financial reports and queries, with opportunities to learn...Full timeWork at office$189.2k - $372.9k
...contributions can help clients improve financial performance, accelerate new digital ventures... ...operate integrated/verticalized sector solutions in software, data, AI, network, and... ...06/30/2026. Work you'll do As a Senior Manager on the Insurance Solutions team, you will...$105.01k - $135k
Manager, External Reporting and Technical AccountingThe Manager, External Reporting and Technical Accounting... ...and submission of the company's financial results to external stakeholders,... ...employer dedicated to diversity in the workplace. Our policy is to provide equal employment...Work visa$150k
...you will review and analyze financial data, prepare and file tax returns... ...in developing new tax solutions and structures- Cultivating... ...financial services- Leading project management initiatives in banking and... ...a secure and trusted workplace for all.Applications will be...Full timeH1b$25 - $28 per hour
...Floating AssistantProperty Manager Compensation: $25 - $2... ...coverage options. Financial wellness: Competitive... ...administration, monthly reporting, and ensuring a... ...Empower associates Focus on solutions Champion ideas that... ...Listed as one of the Best Workplaces in Real Estate™ Ranked...Hourly payWork at officeLocal areaWeekend work
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