Citi Group Vice President/Assistant President Client Tax Service Manager 

China, Hong Kong 

230427635

Hybrid(Internal Job Title: Client Service Officer – C12 - C13) based in Hong Kong.Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
• We empower our employees to manage their financial well-being and help them plan for the future.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
• We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.

In this role, you’re expected to:

• Client liaison for tax related matters, taking end to end ownership for client queries
• Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants
• Establish and lead (or support team lead to build) a high-performing Client Tax Service Team from scratch
• Develop and implement tax service strategies, processes, and best practices to support client needs.
• Train, and mentor client service professionals to ensure excellence in service delivery.
• Collaborate with senior leadership to align tax services with business objectives.
• Develop (or support team lead to develop) standard operating procedures for efficient tax service delivery.
• Implement risk management strategies to minimize exposure to tax penalties and audits.
• Serve as the primary subject matter expert and partner for clients
• Build strong internal and external client relationships, acting as the main point of contact for all tax-related matters
• Provide insights and recommendations to optimize tax efficiency and minimize liabilities
• Coordinate with internal control partners, operations teams, legal, and compliance teams to ensure seamless service delivery.
• Effectively manage risk and compliance related situations in his/her area and in defining and generating various KPIs / metrics, its measures and reporting
• Working with Private Banking Teams to ensure client tax forms are valid and up to date

As a successful candidate, you’d ideally have the following skills and exposure:

• 5-10 years of experience
• Trilingual in Cantonese, Mandarin and English
• Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
• Ability to problem solve and analyse 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
• Experience with the formation and monitoring of appropriate SLA’s
• Excellent use of the suite of Microsoft products (e.g., Word, PowerPoint, Excel).
• Bachelor's/University degree

Time Type: