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The Client Tax Service Manager is an experienced, strategic professional, who will be responsible for establishing a new Client Tax Services (CTS) Team from the ground up. This is a unique opportunity for a highly skilled client service professional to build and shape a best in class tax service function, ensuring compliance, efficiency and client service excellence. 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. In addition, CTS will provide project management, and end to end ownership support to tax related projects and initiatives. This a client facing role, that involves working directly with Private Banking Teams and clients, along with partner organizations including Tax Operations, Business Execution, Client Onboarding, Product and Corporate Tax. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Job Responsibility:
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
Establish and lead a high-performing Client Tax Service Team from scratch
Develop and implement tax service strategies, processes, and best practices to support client needs
Train, and mentor client service professionals to ensure excellence in service delivery
Collaborate with senior leadership to align tax services with business objectives
Develop standard operating procedures for efficient tax service delivery
Implement risk management strategies to minimize exposure to tax penalties and audits
Stay up to date with changing tax laws and regulations
Serve as the primary subject matter expert and partner for clients
Build strong client relationships and act as the main point of contact for all tax-related matters
Provide insights and recommendations to optimize tax efficiency and minimize liabilities
Coordinate with internal control partners, operations teams, legal, and compliance teams to ensure seamless service delivery
Requirements:
8-10 years of relevant experience
Self-starter, flexible, innovative and adaptive
Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
Strong client-facing experience required, particularly with ultra-high-net-worth (UHNW) clients
Client facing experience
strong background and interest in the fields of operations and compliance
previous sales referral experience
Must have the ability to engage with tax advisors, tax lawyers, PB, accountants, and clients on tax-related matters
Strong people management experience is a must
Ability to problem solve and analyze data with demonstration of attention to detail
Strong verbal and written communication skills
Knowledge of investments, banking, and credit products
Tax knowledge and experience: exposure to tax processes, particularly in relation to tax documentation (e.g., W-9, W-8, FATCA), and regulatory requirements
Requires strong analytical skills
project management experience is a plus
Experience in client reporting and operational processes is a plus
Language Requirements: English, Mandarin, and Cantonese are required