Client Tax Service Officer - Assistant Vice President

Job ID: 97479194912Posted: 2026-07-13Location: Miami, Florida, United StatesSalary: $81,600.00 - $122,400.00Category: Private Client Coverage, WealthCompany: CitiThe Client Tax Service Officer is a seasoned professional role, that will play a key leading role in expanding a new dynamic Client Tax Services (CTS) Team. The CTS Team will take ownership of updating client tax documentation (W-Series Forms) and manage day-to-day tax related queries, dealing directly with clients, as well as managing and supporting various 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 Tax Operations, Business Execution, Client Onboarding, Product and Corporate Tax.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area.Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.Responsibilities:Support the Team Leads to build a new expand Client Tax Service Team, playing a strategic role in the implementation and development of the teamIdentify process risks and establish controls accordinglyTake ownership of the management of day-to-day work within the team, reporting back to Team Leads on progressClient 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 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 clientsImprove tax form solicitation to reduce invalid forms whilst delivering an enhanced client experience Identify any function gaps, highlight associated risks and implement solutionsProduce MI to track service levels, client requests and team productivity metrics Skill Required:Experience in owning projects and initiatives, and managing the workload and output of a teamExperienced leader that canExcellent communication skills (oral, written and verbal) are essential. Ability to confidently convey detailed concepts clearly and accuratelyExperience with streamlining processes to increase efficiency to improve client experienceAbility to work pro-actively and independently, takes ownership and responsibility. Lead with own initiative to resolve to complex queriesExcellent relationship building and team working skills, ability to work in partnership with various stakeholdersPossess strong organizational and multi-tasking skills, with a high level of attention to detailAbility to prioritize and be adaptable, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions, work under pressure, manage multiple deadlines and conflicting prioritiesAbility 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 and in defining and generating various KPIs / metrics, its measures and reportingExperience with the formation and monitoring of appropriate SLA’sExcellent use of the suite of Microsoft products (e.g., Word, PowerPoint, Visio). Specifically, advanced Excel abilities Qualifications:5-8 years of experienceAbility 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 preferredEnglish and Portuguese/Spanish speaking ability a plusEducation:Bachelor's/University degree or equivalent experience------------------------------------------------------Job Family Group: Private Client Coverage------------------------------------------------------Job Family:Client Services------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:Miami Florida United States------------------------------------------------------Primary Location Full Time Salary Range:$81,600.00 - $122,400.00In 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.------------------------------------------------------Most Relevant Skills Please see the requirements listed above.------------------------------------------------------Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------Anticipated Posting Close Date:Jul 14, 2026------------------------------------------------------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.If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.