Client Tax Service Officer

The Client Tax Service Officer is a developing professional role in the Client Tax Services (CTS) Team.

The CTS Team will take ownership of updating client tax documentation (W-Series Forms and CRS Forms) and manage day-to-day tax related queries, dealing directly with clients, as well as managing and supporting several client tax related projects.

This is a client facing role, that involves 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:

• Client liaison for tax related matters, taking end to end ownership for client requests and Queries

• Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants

• 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

• 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 tax form solicitation 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:

• 5+ years of total experience in financial services industry

• 2+ years of experience in a client services role within the financial services industry

• Knowledge of investments, banking, and credit products

• Bachelor's/University degree or equivalent experience

• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience

• Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred)

• Proven experience in a front/middle office environment dealing directly with clients

• Prior experience working in any Tax Client Services role and understanding of Tax Regulations is of benefit

• Foundational understanding of US and Non-US Tax is beneficial

We offer:

By joining Citi Poland, you will not only be part of a business casual workplace with a hybrid working model (2 days working at home per week), but also receive a competitive compensation package and enjoy a whole host of additional benefits that support you (and your family) to be well, live well and save well:

• Paid Parental Leave Program (maternity and paternity leave); A supportive workplace for professionals returning to the office from childcare leave

• Award-winning pension plan,​ multisport, holiday allowance

• Private Medical Care Program, Group Life Insurance

• Consideration for annual discretionary bonus

• Employee Assistance Program

• Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

• Flexible work arrangements to support you in managing work - life balance

• Career progression opportunities across geographies and business lines; Mentoring Programs

• Socially active employee communities with diverse networking opportunities

 

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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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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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