Citi Group Client Tax Service Officer 

Poland, Masovian Voivodeship, Warsaw 

4423481

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 (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

• 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

Time Type: