CrawlJobs Logo

Client Tax Service Manager (Vice President)

https://www.citi.com/ Logo

Citi

Location Icon

Location:
Hong Kong , Hong Kong

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

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
  • Bachelor's/University degree, Master's degree preferred

Nice to have:

  • project management experience is a plus
  • Experience in client reporting and operational processes is a plus
  • Master's degree preferred

Additional Information:

Job Posted:
April 24, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
PREMIUM
More languages and countries
+ Unlock 31694 hidden job offers
Languages
English Čeština Deutsch Ελληνικά Español Français +15
Countries
United States United Kingdom India Canada Australia +
See plans
Plans from $2.99 / month

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Client Tax Service Manager (Vice President)

Vice President - Client Tax Operations

Location
Location
India , Chennai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field
  • 7+ years of experience in tax operations, wealth management, financial services, or highly regulated environments
  • 2–3+ years of people leadership experience, including managing senior specialists and/or managers
  • Deep subject‑matter expertise across IRS Chapters 3, 4, and 61
  • FATCA, CRS, CARF
  • W‑8 / W‑9 documentation
  • NRA and backup withholding
  • 1099 and 1042‑S reporting
  • Demonstrated experience leading complex regulatory change, remediation, and transformation initiatives
  • Executive‑level communication skills with the ability to influence across Operations, Technology, Data, Risk, Compliance, Legal, and senior leadership
Job Responsibility
Job Responsibility
  • Serve as the primary tax SME for Citi Wealth, providing authoritative guidance across FATCA, CRS, CARF, IRS Chapters 3, 4, and 61, W‑8/W‑9 documentation, FATCA, NRA and backup withholding, and 1099/1042-S information reporting
  • Own Wealth‑specific tax interpretations and positions, ensuring consistency with enterprise standards while addressing Wealth client needs and risk tolerance
  • Act as a senior advisor to Wealth Client Services, Front Office partners, Legal, Risk and Compliance on client communications, disclosures, regulatory explanations, and sensitive tax‑related inquiries
  • Represent Citi Wealth in enterprise tax governance forums, regulatory discussions, and cross‑business working groups
  • Provide end-to-end strategic Wealth‑level oversight and governance across the full tax lifecycle for UHNW clients
  • Identify, analyze, and govern systemic tax exceptions and risk themes
  • Develop scalable business intelligence, analytics, and AI‑enabled strategies to proactively detect emerging issues
  • Ensure operational readiness and flawless delivery of cyclical tax events
  • Serve as a Wealth business escalation authority for complex client, operational, regulatory, and systemic tax issues
  • Design and oversee exception management and remediation strategies
  • Fulltime
Read More
Arrow Right

Us tax lead analyst (fatca and crs reporting) - vice president

The Tax Lead Analyst is a strategic professional who stays abreast of developmen...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-10 years relevant experience in Tax Reporting - CRS, FATCA, 955, 1099, 1042s, 1042, 1098
  • Total years of 15-year experience
  • Bachelors degree, potentially Masters degree
  • People management experience of 3 to 5 years
Job Responsibility
Job Responsibility
  • Responsible for in-scope processes related to multiple Citi lines of business within the centralized Tax Information Reporting function
  • This position supports compliance with the regulatory risk through accurate and timely reporting and enhanced due diligence on customer accounts
  • The incumbent is expected to migrate information reporting work from various sub-units within the Business Line into TIR
  • this process includes training and job shadowing, building documentation such as procedures and process flows, and identifies gaps in the process based on IRS regulations
  • In addition, the incumbent will support a specific business vertical and is expected to provide tax technical guidance to the team and develop and enhance the teams product knowledge
  • This is an Operations manager role within the tax information reporting and managing various processes covering Tax form validation, Pre-FATCA reporting, CRS across businesses and is expected to manage the Service delivery of the businesses
  • Manage the tax information reporting operations
  • Enhance Tax Information Reporting capabilities in Mumbai in partnership with the Global Lead
  • Ensure strong controls are put in place from and Operations and Audit perspective, ensure satisfactory results for any process reviews done internally or by the Stakeholders. Self-identification of the risks (if any) and remedial and preventive plan
  • Cell certificate for W8 w9 and CRS BIS Certificate
  • Fulltime
Read More
Arrow Right

Director of Finance and Operations

One Firefly is seeking a Director of Finance and Operations to serve as the fina...
Location
Location
United States
Salary
Salary:
110000.00 - 140000.00 USD / Year
remotivatejobs.com Logo
RemotivateJobs
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years of progressive finance experience
  • At least 3 years at a Controller, Finance Manager or similar level
  • Background in a services-based business (agency, consulting, staffing or managed services strongly preferred)
  • Proven track record owning a financial close process and delivering clean, timely reporting
  • Experience leading and developing team members, including coaching, performance management, and driving accountability across both finance and cross-functional teams
  • Strong understanding of service business economics, including utilization, billable rates, capacity planning, labor margin
  • Proven ability to build and maintain financial models, forecasts, and budget-vs-actual analyses
  • Strong communicator who can translate financial data into clear guidance with actionable insights for non-finance stakeholders
  • Demonstrates both tactical and strategic use of AI, utilizing tools to improve productivity while identifying opportunities to enhance financial processes, reporting, and operational efficiency
  • Comfortable managing up (to a CEO and fractional CFO) and managing down (to a production team with no/limited finance background)
Job Responsibility
Job Responsibility
  • Own and maintain accurate, timely financial reporting, delivering clear and actionable insight across the P&L
  • Build, maintain and continuously improve rolling forecasts (revenue, margin and cash flow)
  • Monitor daily cash flow and proactively manage our financial position, balancing liabilities, capital expenditures, and owner distributions
  • Drive the annual budgeting process, maintaining ongoing budget-vs-actual tracking across all departments
  • Partner with Sales and Operations to ensure pipeline, onboarding, and churn are accurately reflected in forecasts
  • Serve as primary liaison to the fractional CFO
  • preparing materials, surfacing risks, and ensuring clean data for strategic decision making
  • Partner with external CPA on tax-related matters
  • Provide financial coaching and oversight to the Accounting team
  • serve as backup for transactional support when needed
What we offer
What we offer
  • A remote-first culture that allows for flexible hours
  • Private Health, Dental, and Vision 100% paid for employee only
  • dependent coverage is available for an additional cost
  • 10 Paid Holidays
  • Paid Time Off that increases with tenure, plus 1 additional day for Volunteer work
  • Simple IRA with company match
  • Bonus opportunities tied to clear performance metrics
  • Personal Development Allowance (to be used for Professional and Personal Development)
  • Company provided computer, monitor, keyboard, and mouse along with additional office supply funds your first year
  • Paid Parental Leave
  • Fulltime
Read More
Arrow Right

Negotiator, Global Contract Services - Vice President

Join the Legal team to protect Barclays, its employees, and its brands while ens...
Location
Location
India , Pune
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A Bachelor's or Master's Degree in Law
  • Expertise in negotiation of financial markets contracts such as the ISDA Master Agreements (including IM and VM credit support annexes), GMRA, MRA, GMSLA, MSFTA, FXPB, Equities Prime Brokerage suite
  • Strong grasp of industry netting & collateral opinions, regulatory requirements and jurisdictional nuances, e.g. IM /VM requirements under various regulatory regimes
  • Ability to expertly manage a negotiations portfolio, support team members in managing client negotiations, perform supervisory checks for the team highlight gaps in approvals obtained, drafting, processes or interaction between systems used in the process
  • Ability to assess documentation templates, current processes, systems or approvals and provide workable solutions/alternatives, whether to stakeholders or within the team
  • Experience in managing projects within a clearly defined framework with an emphasis on strong commercial management alongside quality and timely legal deliverables
  • Strong leadership, communication, time management and organizational skills with risk & controls mindset
  • Openness to flexible work hours
Job Responsibility
Job Responsibility
  • Drafting, negotiating and executing master and collateral agreements and ancillary documentation (e.g., ISDAs, GMRAs, GMSLAs, Futures Agreements) for our global Markets client-facing franchise
  • Conduct diligence, negotiate with clients directly and engage extensively with internal stakeholders such as credit risk, sales and trading, collateral management, treasury, tax and client onboarding
  • Development and implementation of best practice legal strategies for risk management and compliance
  • Legal advice and support to the bank's country coverage teams on a wide range of legal issues, including regulatory compliance, risk management, project management and transactional matters
  • Representation of the bank in legal proceedings related to its operations in the country or region, such as litigation, arbitration, and regulatory investigations
  • Creation and review of legal documents such as loan agreements, security documents, and other financing documents to ensure compliance with applicable laws and regulations
  • Legal research and analysis to stay up to date on changes in laws and regulations that may impact the bank's operations in the country or region
  • Developing and delivering training programmes to educate employees on legal and regulatory requirements related to the bank's operations in the country or region
  • Pro-active identification, communication, and provision of legal advice on applicable laws, rules and regulations (LRRs). Keeping up to date with regards to changes to LRRs in the relevant coverage area. Ensuring that LRRs are effectively allocated to, and adequately reflected within, the relevant policies, standards and controls
What we offer
What we offer
  • Hybrid working
  • Structured approach to hybrid working with fixed 'anchor' days
  • Supportive and inclusive culture and environment
  • Commitment to flexible working arrangements
  • International scale offering incredible variety, depth and breadth of experience
  • Chance to learn from a globally diverse mix of colleagues
  • Encouragement to embrace mobility and explore every part of operations
  • Fulltime
Read More
Arrow Right

Vice President - Fund Accounting

Reporting to the Head of Fund Accounting, the Vice President will be an integral...
Location
Location
Ireland , Dublin
Salary
Salary:
Not provided
waystone.com Logo
Waystone Governance Ltd.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 8 years' experience in Fund Administration
  • Knowledge of Fund structures and set-ups
  • Financial Reporting experience
  • Excellent staff management and team building skills
  • Excellent communication skills
  • Proficiency in MS Office
  • A university degree (B.A./ B.Sc./ M.B.A.) in Business (preferably specializing in accountancy or another financial-related discipline)
  • An internationally recognized accounting designation (CA, CPA, ACCA or equivalent), is not required but is an advantage
Job Responsibility
Job Responsibility
  • Manage the Fund Accounting teams including training and professional development
  • Recruit additional resources as required to ensure high standard of client service
  • Manage the day-to-day operations, in coordination with supporting managers of the Fund Accounting unit, including daily, weekly, monthly and annual client deliverables
  • Manage client-specific requests and define projects to develop processes to improve the product offering
  • Build a relationship with the stakeholders of the funds
  • Provide technical expertise related to fund structures, investment strategies, management and waterfall calculations, and profit/loss allocations
  • Review of valuation packages in line with clients’ requirements
  • Preparation and review of financial statements, supporting information and tax schedules in relation to the year-end audit
  • Business development as operational and technical expert
  • Participate in special projects within the group including quality control and process improvements
  • Fulltime
Read More
Arrow Right

Assistant Vice President - Fund Accounting

Reporting to the Vice President, the Assistant Vice President - Fund Accounting ...
Location
Location
Ireland , Dublin
Salary
Salary:
Not provided
waystone.com Logo
Waystone Governance Ltd.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5 years’ experience in Fund Accounting, preferably in Hedge
  • Minimum 2 years’ previous managerial experience
  • Financial Reporting experience an advantage
  • A university degree (B.A./ B.Sc./ M.B.A.) in Business (preferably specializing in accountancy or another financial-related discipline)
Job Responsibility
Job Responsibility
  • Managing a small number of client relationships, ensuring superior client service and the delivery of accurate information in a timely fashion
  • Processing of trades, cash, income and expenses on a daily basis
  • Daily Cash & Position reconciliations
  • Review and calculation of Net Asset Values in line with clients’ requirements
  • Preparation of financial statements, supporting information and tax schedules in relation with the year-end audit
  • Review and processing of expense payments
  • Client Relationship: Point-of-contact for multiple clients (internal and external) at a daily operational level
  • Liaising with investment managers, brokers & custodians daily where issues arise with regards the day-to-day running of the fund
  • Fulltime
Read More
Arrow Right

Assistant Vice President, Professional Services Group

Assistant Vice President, Professional Services Group. Looking to assist the tea...
Location
Location
United States , New York
Salary
Salary:
90000.00 - 110000.00 USD / Year
aon.com Logo
Aon
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of insurance experience in property and casualty lines (Professional Liability, Employment Practices Liability, D&O or cyber) preferred
  • Property and Casualty Broker License is required for this role or obtain within 6 months
  • Ability to prioritize, multitask and monitor workflows
  • Exceptional work ethic and integrity
  • Strong written and verbal communication skills
  • High emotional IQ and strong self-awareness
  • Experience as a collaborative
  • Motivated and self-directed
  • Strong attention to detail
  • Trains and mentors others
Job Responsibility
Job Responsibility
  • Participate in, and assist the team with, the delivery of services and insurance advice to clients
  • Liaise with senior client contacts regarding their insurance programs, program’s performance, and in response to requests and inquiries
  • Prepare underwriting submissions and claims exhibits for clients
  • Request and review insurer quotes and binders for accuracy of terms and conditions
  • Request and review policy documentation and endorsements and prepare wording comparisons across different risks, when required
  • Prepare premium invoices compute applicable taxes, and track the receipt and flow of premium payments
  • Support the accurate organization and administration of clients’ claims data and its extraction for reporting
  • Prepare and analyze statistical exhibits and presentations in relation to historical program performance
  • Collaborate with team members and follow best practice guidelines
  • Prepare reports, summaries, papers, and meeting materials for delivery directly to clients
What we offer
What we offer
  • 401(k) savings plan with employer contributions
  • employee stock purchase plan
  • consideration for long-term incentive awards at Aon’s discretion
  • medical, dental and vision insurance
  • various types of leaves of absence
  • paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws
  • short-term disability and optional long-term disability
  • health savings account
  • health care and dependent care reimbursement accounts
  • employee and dependent life insurance and supplemental life and AD&D insurance
  • Fulltime
Read More
Arrow Right

Fund Finance, 34 Act Funds - Assistant Vice President

iCapital is launching a new, dedicated line of business to provide a comprehensi...
Location
Location
United States , Salt Lake City
Salary
Salary:
85000.00 - 110000.00 USD / Year
icapital.com Logo
iCapital Network
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in fund accounting or public accounting (with a focus on alternative investment management clients)
  • Strong knowledge of investment company accounting under US GAAP is required
  • Experience with registered funds ('40 Act and '34 Act) and familiarity with SEC reporting requirements (Form 10-K, 10-Q)
  • Able to manage complex financial data with a commitment to being accurate and meticulous
  • Demonstrated ability to work in a team and work effectively with internal partners and external service providers
  • CPA is preferred
Job Responsibility
Job Responsibility
  • Perform detailed reviews of the monthly NAV packages prepared by third-party fund administrators
  • Reconcile cash, positions, and activity between the administrator and custodian
  • Validate portfolio valuations to ensure they align with data provided by the GP and their independent valuation advisor
  • Recalculate management and incentive fees to verify accuracy
  • Review and approve fund-level expense payments and accruals
  • Assist in the preparation and review of financial statements and schedules for quarterly (Form 10-Q) and annual (Form 10-K) SEC filings
  • Act as a key liaison with the fund's external auditors, managing the end-to-end annual audit process
  • Support the drafting and review of current reports (Form 8-K) for events such as monthly subscriptions
  • Leverage iCapital technology to create and publish monthly NAV statements and fact cards for investors and distribution partners
  • Contribute to the oversight of the third-party tax provider to ensure timely and accurate delivery of investor K-1s
What we offer
What we offer
  • Equity for all full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)
  • Fulltime
Read More
Arrow Right