Client Tax Service Officer

The Client Tax Service Officer is a developing professional role in the Client Tax Services (CTS) Team .

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, as well as managing and supporting several 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 Front Office (Bankers), Tax Operations, Business Execution, Client Onboarding, Product and Corporate Tax.

Responsibilities :

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

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

Drafting and issuing internal and external communication (, client responses and tax updates)

Management of incoming tax related queries from Banking Teams and clients

Improve tax form solicitation 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

Qualifications :

5+ years of total experience in financial services industry

2+ years of experience in a client services role within the financial services industry

Knowledge of investments, banking, and credit products

Bachelor's / University degree or equivalent experience

Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience

Proven experience working in a servicing role within the Financial Services sector (Private Banking / Wealth management experience preferred)

Proven experience in a front / middle office environment dealing directly with clients

Prior experience working in any Tax Client Services role and understanding of Tax Regulations is of benefit

Foundational understanding of US and Non-US Tax is beneficial

We offer :

By joining Citi Poland, you will not only be part of a business casual workplace with a hybrid working model ( 2 days working at home per week ), but also receive a competitive compensation package and enjoy a whole host of additional benefits that support you (and your family) to be well, live well and save well :

Paid Parental Leave Program (maternity and paternity leave); A supportive workplace for professionals returning to the office from childcare leave

Award-winning pension plan,​ multisport, holiday allowance

Private Medical Care Program, Group Life Insurance

Consideration for annual discretionary bonus

Employee Assistance Program

Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Flexible work arrangements to support you in managing work - life balance

Career progression opportunities across geographies and business lines; Mentoring Programs

Socially active employee communities with diverse networking opportunities

Job Family Group :

Private Client Coverage

Job Family : Client Services

Time Type : Full time