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 include supporting the set up of this new team to take ownership of client tax related matters, client liaison for tax related matters, management of UHNW client relationships, 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, management of incoming tax related queries, improving tax form solicitation process, identifying function gaps, producing MI to track service levels, and more.

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