Client Tax Service Officer

Job title:

Client Tax Service Officer

Company:

Citigroup

Job description

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 QueriesManagement of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and AccountantsDeveloping new systems and processes to create efficiencies and improve Client ExperienceWorking with Private Banking Teams to ensure client tax forms are valid and up to dateDrafting and issuing internal and external communication (e.g., client responses and tax updates)Management of incoming tax related queries from Banking Teams and clientsImprove tax form solicitation process to increase response rate and reduce number of rejected formsIdentify any function gaps, highlight associated risks and implement solutionsProduce MI to track service levels, client requests and team productivity metricsQualifications:5+ years of total experience in financial services industry2+ years of experience in a client services role within the financial services industryKnowledge of investments, banking, and credit productsBachelor’s/University degree or equivalent experienceClient facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experienceProven 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 clientsPrior experience working in any Tax Client Services role and understanding of Tax Regulations is of benefitFoundational understanding of US and Non-US Tax is beneficialWe 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 leaveAward-winning pension plan,​ multisport, holiday allowancePrivate Medical Care Program, Group Life InsuranceConsideration for annual discretionary bonusEmployee Assistance ProgramAccess to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and DegreedFlexible work arrangements to support you in managing work – life balanceCareer progression opportunities across geographies and business lines; Mentoring ProgramsSocially active employee communities with diverse networking opportunitiesJob Family Group: Private Client CoverageJob Family: Client ServicesTime Type: Full timeCiti 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.If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review .View Citi’s and the poster.

Expected salary

Location

Warszawa, mazowieckie

Job date

Sun, 27 Apr 2025 01:52:20 GMT

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