Client Tax Service Officer

Citi•Miami, FL

4d•$64,620 - $90,180

About The Position

The Client Tax Service Officer is a developing professional role in Citi’s newly formed Client Tax Services (CTS) Team. The team takes ownership of updating client tax documentation, including W-Series and CRS forms; managing day-to-day tax-related queries directly with clients; and managing and supporting client tax-related projects. This is a client-facing role involving direct work with Private Banking Teams and clients, as well as partner organizations including Front Office (Bankers), Tax Operations, Business Execution, Client Onboarding, Product, and Corporate Tax.

Requirements

At least 2 years of experience in a client services role within the financial services industry.
Knowledge of investments, banking, and credit products.
Strong client-service mindset focused on delivering an exceptional client experience.
Excellent oral and written communication skills, including the ability to convey detailed concepts clearly and accurately.
Experience streamlining processes to improve efficiency and the client experience.
Ability to work proactively and independently, taking ownership and responsibility.
Initiative in resolving complex queries.
Excellent relationship-building and teamwork skills, including the ability to partner with various stakeholders.
Strong organizational and multitasking skills, with a high level of attention to detail.
Ability to prioritize, adapt, work to tight schedules, and provide fast and efficient task completion and problem resolution.
Ability to work under pressure and manage multiple deadlines and conflicting priorities.
Ability to challenge the status quo and continuously optimize processes and tasks in the area of responsibility.
Ability to effectively manage risk and compliance-related situations in the role's area.
Experience defining and generating KPIs or metrics.
Experience forming and monitoring appropriate SLAs.
Excellent Microsoft Office skills, including advanced Excel abilities.
Bachelor's or university degree, or equivalent experience.

Nice To Haves

Client-facing experience; a strong background and interest in operations and compliance; previous sales referral experience.
Experience in a servicing role within financial services; Private Banking or Wealth Management experience is preferred.
Experience in a front- or middle-office environment dealing directly with clients.
Previous experience in a Tax Client Services role and understanding of tax regulations.
Foundational understanding of US and non-US tax.
English and Portuguese or Spanish speaking ability.

Responsibilities

Support the setup of the new team and its ownership of client tax-related matters.
Act as the client liaison for tax-related matters, taking end-to-end ownership of client requests and queries.
Manage UHNW client relationships and engage with Tax Advisors, Financial Advisors, and Accountants.
Develop systems and processes to improve efficiency and the client experience.
Work with Private Banking Teams to ensure client tax forms are valid and up to date.
Draft and issue internal and external communications, including client responses and tax updates.
Manage incoming tax-related queries from Banking Teams and clients.
Improve the tax form solicitation process to increase response rates and reduce rejected forms.
Identify functional gaps, highlight associated risks, and implement solutions.
Produce management information to track service levels, client requests, and team productivity metrics.

Benefits

Medical coverage
Dental coverage
Vision coverage
401(k)
Life insurance
Accident insurance
Disability insurance
Wellness programs
Paid time off, including vacation and sick leave
Paid holidays
Eligible employees may receive discretionary and formulaic incentive and retention awards