CrawlJobs Logo

Client Tax Service Officer

https://www.citi.com/ Logo

Citi

Location Icon

Location:
Poland , Warsaw

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

140350.00 - 221850.00 PLN / Year
Save Job
Save Icon
Apply Position

Job Description:

The Client Tax Service Officer is a developing professional role in the Client Tax Services (CTS) Team. The CTS Team takes ownership of updating client tax documentation (W Series Forms and CRS Forms) and managing day-to-day tax related queries, as well as managing and supporting several client tax related projects. CTS is a client facing team within Citi Private Bank, 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.

Job Responsibility:

  • Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams
  • Provide day to day administrative and project management support to the CTS team
  • Taking end to end ownership for client requests and queries, supporting the CTS team with managing its workflows
  • 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
  • Preparation of materials and presentations for the CTS team for internal and external meetings
  • 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 client communication 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

Requirements:

  • 3-5 years relevant experience
  • Proficiency in using AI to build prompts and efficiencies is required for this role to support process improvement
  • Advanced use of MS Excel and MS Office applications
  • Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
  • Ability to problem solve and analyze data with demonstration of attention to detail
  • Strong verbal and written communication skills
  • Client facing experience
  • strong background and interest in the fields of operations and compliance
  • previous sales referral experience Knowledge of investments, banking, and credit products
  • Bachelor's/University degree or equivalent experience
What we offer:
  • Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
  • Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
  • Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
  • Employee Assistance Program financed by Employer
  • Paid Parental Leave Program (maternity and paternity leave
  • statutory and 2 weeks additional paid paternity leave)
  • Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
  • Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events.
  • Additional day off for volunteering
  • Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform.
  • Opportunity to receive an annual discretionary incentive award
  • Special offers and discounts for employees

Additional Information:

Job Posted:
May 20, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Citi - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon
PREMIUM
More languages and countries
+ Unlock 30573 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 Officer

Private Client Tax Solicitor

An established and highly regarded, people centric London law firm is seeking a ...
Location
Location
United Kingdom , London
Salary
Salary:
65000.00 - 85000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified solicitor (England & Wales)
  • STEP and/or CTA qualified (or working towards)
  • Demonstrable experience in inheritance tax, CGT, trusts, and personal tax matters
  • Strong written and verbal communication skills
  • Ability to work independently and collaboratively
  • A personable and pragmatic approach to client service
Job Responsibility
Job Responsibility
  • Inheritance tax planning and lifetime gifting strategies
  • Establishing and administering onshore and offshore trusts
  • Capital gains and income tax advisory
  • Personal tax compliance and domicile/residence advice
  • Cross-border estate structuring
  • Liaising with investment managers, accountants, and family offices
What we offer
What we offer
  • Highly regarded team with a strong pipeline of quality work
  • Supportive, respectful, and inclusive culture
  • Hybrid working and part-time options available
  • Excellent long-term development prospects
  • Central London location
Read More
Arrow Right

Accounting & Tax Compliance Officer

As an Officer at Alter Domus, you will be part of the Accounting & Tax Complianc...
Location
Location
Spain , Barcelona
Salary
Salary:
Not provided
alterdomus.com Logo
Alter Domus
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University studies, preferably in Business Administration, Accounting, Auditing, and Finance
  • Academic training in Accounting and Taxes at CEF (highly valued)
  • Experience of 2+ years (all options will be evaluated based on the profile)
  • Knowledge of A3 or Sage software is a plus
  • Intermediate level of English
  • Knowledge of MS Word and Excel
Job Responsibility
Job Responsibility
  • Managing the accounting documentation of daily operations for companies and responding to client requests
  • Preparing the documentation for mandatory financial statements and maintaining contact with auditors when necessary
  • Preparing and filing monthly, quarterly, and annual taxes
  • Assisting in the internal processes and controls of Alter Domus
What we offer
What we offer
  • Support for professional accreditations such as ACCA and study leave
  • Flexible arrangements, generous holidays and birthday leave
  • Continuous mentoring along your career progression
  • Detailed career pathway with structured support
  • Exclusive access to online learning (e.g., unlimited access to LinkedIn Learning)
  • Active sports, events and social committees
  • Employee Assistance Program (support with mental, physical, emotional and financial health, 24/7)
  • Employee Share Plan (giving you a financial stake in our company’s growth)
  • Fixed salary plus variable compensation
  • Flexible compensation policy
  • Fulltime
Read More
Arrow Right

International Tax Services Entry Level Staff

You’ll help instill confidence in organizations large and small by assuring thei...
Location
Location
United States , Ann Arbor; Auburn Hills; Chicago; Cincinnati; Cleveland; Columbus; Denver; Detroit; East Lansing; Flint; Fort Collins; Grand Rapids; Kalamazoo; Macomb; Schaumburg; Southfield; Toledo; Traverse City
Salary
Salary:
79000.00 - 87000.00 USD / Year
plantemoran.com Logo
Plante Moran
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Detail-oriented leader with problem solving, communication, and analytical skills
  • Bachelor’s degree with an emphasis in accounting
  • or Master's degree in accounting or tax, or LLM
  • Academic success (a minimum cumulative GPA of 3.0)
  • Completion of the requisite degree and supporting credits to sit for the CPA exam, with the goal of successfully obtaining your CPA license
Job Responsibility
Job Responsibility
  • Providing international tax consulting services for business arising from inbound and outbound cross-border activities
  • Providing tax services for individuals working in US and foreign countries
  • Preparing and reviewing global tax return compliance for US companies
  • Opportunity to interact with tax engagement team as part of client entrenchment
  • Researching developments within the international arena that may affect client businesses, both globally and locally
  • Developing meaningful interactions with staff at all levels and across offices
  • Deepen knowledge in tax and tax consulting through exposure to both service lines
What we offer
What we offer
  • Health, dental, vision, disability, and life insurance
  • Flexible Time Off and various pre-determined holidays
  • 401(k) plan
  • Flexible benefits plans
  • Business-related travel expense, lodging, and meal reimbursement for business-related use
  • Pension plan for eligible administrative and paraprofessional staff
  • Discretionary bonus plan for eligible staff
  • Option to elect health insurance for some contingent staff positions
  • Limited paid sick time for some contingent staff positions
  • Fulltime
Read More
Arrow Right

Banking specialist - head of german tax services

Within Banking Operations business area, the Banking Operations – Tax Team in Be...
Location
Location
Germany , Düsseldorf
Salary
Salary:
Not provided
avaloq.com Logo
Avaloq
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Completed training as a bank clerk or degree in economics with a specialization in taxation
  • In-depth knowledge of national and international tax law
  • Proven experience in managing tax-related banking topics
  • Several years of professional and personnel management experience in international and remote work environments
  • Proficient in MS Office applications
  • Excellent command of German and English, both written and spoken
  • High level of initiative and assertiveness
  • Structured, detail-oriented approach combined with quick comprehension
  • Strong customer and service orientation
  • Resilient, team-oriented, and adaptable
Job Responsibility
Job Responsibility
  • Lead and manage the German Tax team
  • Coordinate statutory notifications in line with directives from the Federal Central Tax Office and related institutions
  • Oversee the handling of customer inquiries regarding the tax treatment of securities transactions
  • Drive project work for implementing legal requirements on tax and reporting topics (e.g., withholding tax, investment tax reform, church tax)
  • Contribute to the development of new functionalities for our banking platform to enhance process efficiency and minimize operational risks
  • Ensure compliance with all legal and regulatory requirements within the team
  • Participate in projects aimed at acquiring new clients
  • Review and prepare annual tax reports for clients under mandate
  • Maintain goal-oriented communication with clients and internal stakeholders
What we offer
What we offer
  • Annual bonus
  • Flexible working
  • Instant recognition
  • Access to Udemy for professional and personal learning
  • Fulltime
Read More
Arrow Right

Banking Specialist - Head of German Tax Services

Within Banking Operations business area, the Banking Operations – Tax Team in Be...
Location
Location
Germany , Berlin
Salary
Salary:
Not provided
avaloq.com Logo
Avaloq
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Completed training as a bank clerk or degree in economics with a specialization in taxation
  • In-depth knowledge of national and international tax law
  • Proven experience in managing tax-related banking topics
  • Several years of professional and personnel management experience in international and remote work environments
  • Proficient in MS Office applications
  • Excellent command of German and English, both written and spoken
  • High level of initiative and assertiveness
  • Structured, detail-oriented approach combined with quick comprehension
  • Strong customer and service orientation
  • Resilient, team-oriented, and adaptable
Job Responsibility
Job Responsibility
  • Lead and manage the German Tax team
  • Coordinate statutory notifications in line with directives from the Federal Central Tax Office and related institutions
  • Oversee the handling of customer inquiries regarding the tax treatment of securities transactions
  • Drive project work for implementing legal requirements on tax and reporting topics (e.g., withholding tax, investment tax reform, church tax)
  • Contribute to the development of new functionalities for our banking platform to enhance process efficiency and minimize operational risks
  • Ensure compliance with all legal and regulatory requirements within the team
  • Participate in projects aimed at acquiring new clients
  • Review and prepare annual tax reports for clients under mandate
  • Maintain goal-oriented communication with clients and internal stakeholders
What we offer
What we offer
  • Annual bonus
  • Flexible working
  • Instant recognition scheme
  • Access to Udemy for professional and personal learning
  • Fulltime
Read More
Arrow Right

Client Advisory Services (CAS) Staff

The CAS Staff will be a key member of our Client Advisory Services (“CAS”) team,...
Location
Location
United States , Torrance
Salary
Salary:
75000.00 - 100000.00 USD / Year
rkellp.com Logo
RKE LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting, Finance, or related field
  • Minimum of 2 years of experience in public accounting, corporate accounting, or bookkeeping
  • Proficient in Microsoft Office (Word, Power Point, intermediate to advanced Excel)
  • Ability to work independently and as part of a team in a fast-paced environment
  • Ability to manage multiple clients and projects simultaneously
  • Excellent verbal and written communication skills
  • Strong analytical and problem-solving skills
  • Outstanding organization and project management skills
  • Highly motivated and takes initiative for professional growth and development
  • High level of accuracy and attention to detail
Job Responsibility
Job Responsibility
  • Build and maintain strong relationships with clients, develop an understanding of client needs, and deliver tailored advisory services
  • Assist CAS Controller with weekly and monthly client deliverables including monthly financial reporting packages, forecasts and projections, and other analyses as needed
  • Evaluate and improve clients' internal control systems to safeguard assets and ensure the integrity of financial information
  • Assistance with indirect tax compliance as needed
  • Work closely with members of the CAS team and across the firm to deliver integrated services to clients
  • Prepare timely financial reports with accuracy and efficiency
  • Assist with internal scheduling to satisfy client needs and department goals
  • Stay up to date on the latest accounting standards, regulatory changes, and best practices to provide clients with best-in-class service
  • Fulltime
Read More
Arrow Right

Corporate Services Accounting Officer - Real Estate

We’re determined to define best practice for the future of corporate services. A...
Location
Location
Lithuania , Vilnius
Salary
Salary:
1750.00 - 2670.00 EUR / Month
alterdomus.com Logo
Alter Domus
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Hold a degree in Accounting & Finance or Economics
  • Relevant experience in the fields of accounting, domiciliation or audit
  • Fluent in English
  • Pursuing a professional qualification in accounting, auditing (ACA, ACCA, CIMA)
Job Responsibility
Job Responsibility
  • Taking care of the day-to-day operations of the clients and following up with third parties, including investors, clients, auditors and tax advisors
  • Handling the company’s accounts and collaborating in the preparation of periodic reports and regulatory reports for the company’s entities
  • Preparing financial statements, management accounts, and coordinating the audits
  • Assisting in bank account opening as well as process payments
  • Attending requests from senior level staff
  • Participating in board meetings and shareholders' meetings
  • Reviewing tax returns and tax balances
  • Preparing VAT and VAT RTD and other relevant returns to the Irish Revenue
  • Assist regulatory reporting team to preparing FVC, S110 returns to the Central Bank of Ireland
  • Responding to clients' requests in terms of tax planning in close collaboration with external tax advisors, if needed
What we offer
What we offer
  • Support for professional accreditations such as ACCA and study leave
  • Flexible arrangements, generous holidays and birthday leave
  • Continuous mentoring along your career progression
  • Detailed career pathway with structured support
  • Exclusive access to online learning
  • Active sports, events and social committees
  • Employee Assistance Program
  • Employee Share Plan
  • Fulltime
Read More
Arrow Right

Administrative Assistant

We are seeking a reliable and detail-oriented Administrative Assistant to join o...
Location
Location
United States , Honolulu
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1-2 years of administrative, customer service, or office experience required (experience in a tax services or financial environment preferred)
  • Proficiency in Microsoft Office Suite (Word, Excel, and Outlook)
  • Familiarity with tax preparation software or financial management tools is a plus but not required
  • Excellent communication and interpersonal skills
  • Strong organizational and multitasking abilities with keen attention to detail
  • Ability to maintain confidentiality and handle sensitive information with discretion
Job Responsibility
Job Responsibility
  • Answer phones, manage incoming calls, and redirect or take messages as needed
  • Greet and assist clients in person, ensuring a professional and welcoming office environment
  • Schedule and confirm appointments for tax preparation services
  • Assist with the preparation and assembly of tax documents, ensuring all forms are completed accurately and promptly
  • Organize and maintain both physical and electronic files, ensuring confidentiality and compliance with company policies
  • Serve as the primary point of contact for client inquiries, ensuring questions are answered or forwarded in a timely manner
  • Collect and process required documentation from clients, ensuring accuracy and completeness
  • Manage daily office tasks such as ordering supplies, processing mail, and maintaining office cleanliness
  • Assist with data entry and updating customer information in the system
  • Support the tax preparation team with any additional administrative needs
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right