Client Tax Service Officer

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Job Overview

The Client Tax Service Officer is a developing professional role in the Client Tax Services (CTS) Team. The CTS Team takes ownership of updating client tax documentation (W Series Forms and CRS Forms) and managing day-to-day tax related queries, as well as managing and supporting several client tax related projects.

CTS is a client facing team within Citi Private Bank, working directly with Private Banking Teams and clients, along with partner organizations including Front Office (Bankers), Tax Operations, Business Execution, Client Onboarding, Product and Corporate Tax.

Responsibilities:

• Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.
• Provide day to day administrative and project management support to the CTS team
• Taking end to end ownership for client requests and queries, supporting the CTS team with managing its workflows
• Developing new systems and processes to create efficiencies and improve Client Experience
• Working with Private Banking Teams to ensure client tax forms are valid and up to date
• Preparation of materials and presentations for the CTS team for internal and external meetings
• Drafting and issuing internal and external communication (e.g., client responses and tax updates)
• Management of incoming tax related queries from Banking Teams and clients
• Improve client communication process to increase response rate and reduce number of rejected forms
• Identify any function gaps, highlight associated risks and implement solutions
• Produce MI to track service levels, client requests and team productivity metrics

Qualifications:

• 1-2 years relevant experience
• Advanced use of MS Excel and MS Office applications
• Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
• Ability to problem solve and analyze data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
• Bachelor's/University degree or equivalent experience

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Job Family Group:

Private Client Coverage

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Job Family:

Client Services

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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