This is a unique opportunity for a highly skilled client service professional to build and shape a best in class tax service function, ensuring compliance, efficiency and client service excellence
Job Summary
This is a unique opportunity for a highly skilled client service professional to build and shape a best in class tax service function, ensuring compliance, efficiency and client service excellence.
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.
This 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.
Matching Summary
This is a unique opportunity for a highly skilled client service professional to build and shape a best in class tax service function, ensuring compliance, efficiency and client service excellence.
Skills & Requirements
Must-have
Establish and lead a new Client Tax Services Team
Client liaison for tax related matters
Manage UHNW client relationships
Develop and implement tax service strategies
Subject matter expert for clients
Strong people management experience
Nice-to-have
Basic commercial awareness
Project management experience is a plus
Experience in client reporting and operational processes is a plus
Key Requirements
8-10 years of relevant experience
Strong client-facing experience with UHNW clients
Ability to engage with tax advisors, lawyers, accountants, and clients
Strong verbal and written communication skills
Knowledge of investments, banking, and credit products