Citi US | Bi-Lingual Client Tax Service Officer

Responsibilities

• We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
• Support the set up of this new team to take ownership of client tax related matters.
• Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants.
• Developing new systems and processes to create efficiencies and improved client experience.
• 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 process to increase response rate and reduce number of rejected forms.
• Identify any function gaps, highlight associated risks and implement solutions.
• Lead with own initiative to resolve to complex queries.
• Produce MI to track service levels, client requests and team productivity metrics

Requirements

• Working with Private Banking Teams to ensure client tax forms are valid and up to date.
• Strong client service mindset with a focus on delivering an exceptional client experience.
• 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.
• Excellent relationship building and team working skills, ability to work in partnership with various stakeholders.
• Ability to prioritize and be adaptable, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions.
• Ability to 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.
• Experience in defining and generating various KPIs/metrics.
• Experience with the formation and monitoring of appropriate SLA’s.
• Excellent Microsoft Office kills (advanced Excel abilities).
• 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.
• Foundational understanding of US and Non-US Tax is beneficial.
• Knowledge of investments, banking, and credit products.
• English and Portuguese/Spanish speaking ability a plus.
• Prior experience working in any Tax Client Services role and understanding of Tax Regulations is of benefit

Citi US

Citi US is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in New York, Getzville, Tampa and Miami.

• Industry: BFSI / Investments / Insurance