The Client Tax Service Manager is an experienced, strategic professional, who will be responsible for establishing a new Client Tax Services (CTS) Team from the ground up. This is a unique opportunity for a highly skilled client service professional to build and shape a best in class tax service function, ensuring compliance, efficiency and client service excellence.

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. In addition, CTS will provide project management, and end to end ownership support to tax related projects and initiatives.

This 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.

Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.

Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

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 Establish and lead a high-performing Client Tax Service Team from scratchDevelop 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.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 Establish and lead a high-performing Client Tax Service Team from scratch.Develop standard operating procedures for efficient tax service delivery.Implement risk management strategies to minimize exposure to tax penalties and audits.Stay up to date with changing tax laws and regulationsServe as the primary subject matter expert and partner for clients,Build strong client relationships and act as the main point of contact for all tax-related mattersProvide insights and recommendations to optimize tax efficiency and minimize liabilitiesCoordinate with internal control partners, operations teams, legal, and compliance teams to ensure seamless service delivery.

Qualifications:

8-10 years of experienceBilingual in Spanish and EnglishAbility to multi-task with strong organizational and time management skills per the needs of banker teams and clientsAbility to problem solve and analyze data with demonstration of attention to detailStrong verbal and written communication skillsClient facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experienceKnowledge of investments, banking, and credit productsTax knowledge and experience: exposure to tax processes, particularly in relation to tax documentation (e.g., W-9, W-8, FATCA), and regulatory requirements

Education:

Bachelor's/University degree, Master's degree preferred

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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:

$107,120.00 - $160,680.00

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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Anticipated Posting Close Date:

May 08, 2025

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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.

 

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