Client Tax Service Officer

Citi · Miami Florida United States, United States of America

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Company
Citi
Location
Miami Florida United States, United States of America
Salary
$64,620.00 - $90,180.00
Posted
October 24, 2026

About this job

The Client Tax Service Officer is a developing professional role in the newly formed Client Tax Services (CTS) Team. 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, as well as managing and supporting a number of 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 Front Office (Bankers), Tax Operations, Business Execution, Client Onboarding, Product and Corporate Tax. Responsibilities Support the set up of this new team to take ownership of client tax related matters Client liaison for tax related matters, taking end to end ownership for client…

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