Client Tax Service Officer, Citi

Citi

Location:
Poland, Warsaw

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Client Tax Service Officer is a developing professional role in the Client Tax Services (CTS) Team. The CTS Team takes ownership of updating client tax documentation and managing day-to-day tax-related queries, as well as managing and supporting several client tax-related projects. CTS is a client-facing team within Citi Private Bank, 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.

Job Responsibility:

provide day to day administrative and project management support to the CTS team
taking end to end ownership for client requests and queries
supporting the CTS team with managing its workflows
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
preparation of materials and presentations for the CTS team for internal and external meetings
drafting and issuing internal and external communication
management of incoming tax-related queries from banking teams and clients
improve client communication 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

Requirements:

0-2 years of relevant experience
excellent use of the suite of Microsoft products (e.g., Word, PowerPoint, Visio)
advanced Excel abilities
foundational knowledge of investments, banking, and credit products
bachelor's/University degree or equivalent experience
proven experience working in a servicing role within the Financial Services sector
private Banking/Wealth management experience preferred
relevant experience in providing administrative support in a front/middle office environment
prior experience working in any Client Services role is of benefit

Nice to have:

private Banking/Wealth management experience
prior experience working in any Client Services role

What we offer:

paid parental leave program
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
upskilling platforms such as Udemy and Degreed
flexible work arrangements
career progression opportunities across geographies and business lines
mentoring programs
socially active employee communities with diverse networking opportunities

Additional Information:

Job Posted:
August 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Tax Service Officer