UHNW Client Tax Services Specialist; Hybrid

Client Service Officer

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Job Req :

Location(s):

Chennai, Tamil Nadu, India

Job Type:

Hybrid

Posted:

May. 14, 2026

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Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

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 requests and queries

• Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants

• Developing new systems and processes to create efficiencies and improved client experience

• 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 clients

• Improve tax form solicitation 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

Skill

Required:

• Strong client service mindset with a focus on delivering an exceptional client experience

• Excellent communication skills (oral, written and verbal) are essential. Ability to confidently convey detailed concepts clearly and accurately

• Experience with streamlining processes to increase efficiency to improve client experience

• Ability to work pro-actively and independently, takes ownership and responsibility

• Lead with own initiative to resolve to complex queries

• Excellent relationship building and team working skills, ability to work in partnership with various stakeholders

• Possess strong organisational and multi-tasking skills, with a high level of attention to detail

• Ability to prioritize and be adaptable, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions

• Ability to work under pressure, manage multiple deadlines and conflicting priorities

• Ability 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

• Experience in defining and generating various KPIs/metrics

• Experience with the formation and monitoring of appropriate SLA’s

• Excellent Microsoft Office kills (advanced Excel abilities)

Preferred

Skills:

• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience

• Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred)

• Proven experience in a front/middle office environment dealing directly with clients

• Prior experience working in any Tax Client Services role and understanding of Tax Regulations is of benefit

• Foundational understanding of US and Non-US Tax is beneficial

Qualifications:

• 5+ years of total experience in financial services industry

• 2+ years of experience in a client services role within the financial services industry

• Knowledge of investments, banking, and credit products

Education:

• Bachelor's/University degree or equivalent experience

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