Client Tax Service Officer Job at Citi (Warsaw)

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

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Client Tax Service Officer

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