Job Req Id:
26962979
Location(s):
Chennai, Tamil Nadu, India
Job Type:
Hybrid
Posted:
May. 14, 2026
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Job Overview:
The Client Tax Service Officer is a developing qualified 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
📌 Client Service Officer (Chennai)
🏢 Citi
📍 Chennai