Client Tax Service Officer - Assistant Vice President

The Client Tax Service Officer is a seasoned professional role, that will play a

key leading role in expanding a new dynamic Client Tax Services (CTS) Team.

The CTS Team will take ownership of updating client tax documentation (W-Series

Forms) and manage day-to-day tax related queries, dealing directly with clients,

as well as managing and supporting various client tax related projects.

This is 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.

Applies in-depth disciplinary knowledge, contributing to the development of new

techniques and the improvement of processes and work-flow for the area or

function. Integrates subject matter and industry expertise within a defined

area.

Requires in-depth understanding of how areas collectively integrate within the

sub-function as well as coordinate and contribute to the objectives of the

function and overall business. Evaluates moderately complex and variable issues

with substantial potential impact, where development of an approach/taking of an

action involves weighing various alternatives and balancing potentially

conflicting situations using multiple sources of information.

Requires good analytical skills in order to filter, prioritize and validate

potentially complex and dynamic material from multiple sources. Strong

communication and diplomacy skills are required. Regularly assumes

informal/formal leadership role within teams. Involved in coaching and training

of new recruits Significant impact in terms of project size, geography, etc. by

influencing decisions through advice, counsel and/or facilitating services to

others in area of specialization. Work and performance of all teams in the area

are directly affected by the performance of the individual.

Responsibilities

• Support the Team Leads to build a new expand Client Tax Service Team, playing

a strategic role in the implementation and development of the team

• Identify process risks and establish controls accordingly
• Take ownership of the management of day-to-day work within the team,

reporting back to Team Leads on progress

• 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

• Working with Private Banking Teams to ensure client tax forms are valid and

up to date

• 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 tax form solicitation to reduce invalid forms whilst delivering an

enhanced client experience

• Identify any function gaps, highlight associated risks and implement

solutions

• Produce MI to track service levels, client requests and team productivity

metrics

Skill Required

• Experience in owning projects and initiatives, and managing the workload and

output of a team

• Experienced leader that can
• Excellent communication skills (oral, written and verbal) are essential.

Ability to confidently convey detailed concepts clearly and accurately

• Experience with streamlining processes to increase efficiency to improve

client experience

• Ability to work pro-actively and independently, takes ownership and

responsibility. Lead with own initiative to resolve to complex queries

• Excellent relationship building and team working skills, ability to work in

partnership with various stakeholders

• Possess strong organizational and multi-tasking skills, with a high level of

attention to detail

• Ability to prioritize and be adaptable, work to tight schedules and provide a

fast and efficient turnaround of tasks and problem resolutions, work under

pressure, manage multiple deadlines and conflicting priorities

• Ability to challenge status quo and continuously optimize processes and tasks

in own area of responsibility.

• Effectively manage risk and compliance related situations in his/her area and

in defining and generating various KPIs / metrics, its measures and reporting

• Experience with the formation and monitoring of appropriate SLA’s
• Excellent use of the suite of Microsoft products (e.g., Word, PowerPoint,

Visio). Specifically, advanced Excel abilities

Qualifications

• 5-8 years of experience
• 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
• Tax knowledge and experience: exposure to tax processes, particularly in

relation to tax documentation (e.g., W-9, W-8, FATCA), and regulatory

requirements preferred

• English and Portuguese/Spanish speaking ability a plus

Education

• Bachelor's/University degree or equivalent experience

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JOB FAMILY GROUP

• Private Client Coverage

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JOB FAMILY

• Client Services

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TIME TYPE

• Full time

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PRIMARY LOCATION

• Miami Florida United States

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PRIMARY LOCATION FULL TIME SALARY RANGE

• $81,600.00 - $122,400.00

• In addition to salary, Citi’s offerings may also include, for eligible
• employees, discretionary and formulaic incentive and retention awards. Citi
• offers competitive employee benefits, including: medical, dental & vision
• coverage; 401(k); life, accident, and disability insurance; and wellness
• programs. Citi also offers paid time off packages, including planned time off
• (vacation), unplanned time off (sick leave), and paid holidays. For additional
• information regarding Citi employee benefits, please visit citibenefits.com.
• Available offerings may vary by jurisdiction, job level, and date of hire.

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MOST RELEVANT SKILLS

Please see the requirements listed above.

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OTHER RELEVANT SKILLS

For complementary skills, please see above and/or contact the recruiter.

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ANTICIPATED POSTING CLOSE DATE

• Jul 14, 2026

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• Citi is an equal opportunity employer, and qualified candidates will receive
• consideration without regard to their race, color, religion, sex, sexual
• orientation, gender identity, national origin, disability, status as a protected
• veteran, or any other characteristic protected by law.

• If you are a person with a disability and need a reasonable accommodation to use
• our search tools and/or apply for a career opportunity review Accessibility at
• Citi
• [https://www.citigroup.com/citi/accessibility/application-accessibility.htm].

• View Citi’s EEO Policy Statement
• [https://www.citigroup.com/global/eeo-aa-policy] and the Know Your Rights
• [https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf]
• poster.