Client Tax Service Officer

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.

**Responsibilities:**

+ 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 a...