Job Description
The 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 coor...
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 coor...
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