Client Tax Service Officer - Assistant Vice President

Responsibilities

• Support the Team Leads to build a new expand Client Tax Service Team, playing a strategic role in the implementation and development of the team
• Identify process risks and establish controls accordingly
• Take ownership of the management of day-to-day work within the team, reporting back to Team Leads on progress
• Client liaison for tax related matters, taking end to end ownership for client requests and queries
• Manage UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants
• Work with Private Banking Teams to ensure client tax forms are valid and up to date
• Draft and issue internal and external communication (e.g., client responses and tax updates)
• Manage incoming tax related queries from Banking Teams and clients
• Identify any function gaps, highlight associated risks and implement solutions
• Produce MI to track service levels, client requests and team productivity metrics

Requirements

• Experience in owning projects and initiatives, and managing the workload and output of a team
• Experienced leader that can
• 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 organizational and multi-tasking skills, with a high level of attention to detail
• Able to prioritize and be adaptable, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions, work under pressure, manage multiple deadlines and conflicting priorities
• 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 and in defining and generating various KPIs / metrics, its measures and reporting
• Experience with the formation and monitoring of appropriate SLA’s
• Excellent use of the suite of Microsoft products (e.g., Word, PowerPoint, Visio). Specifically, advanced Excel abilities

Qualifications

• 5-8 years of experience
• Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
• Problem solving and analysis of data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience
• Tax knowledge and experience: exposure to tax processes, particularly in relation to tax documentation (e.g., W-9, W-8, FATCA), and regulatory requirements preferred
• English and Portuguese/Spanish speaking ability a plus