VP, Client Service Officer - C13 - Remote

Overview

The Client Tax Service Manager is responsible for establishing a new Client Tax Services (CTS) Team, focusing on compliance, efficiency, and client service excellence. This role involves managing tax documentation and queries while collaborating with various teams and clients.

In Short

• Establish and lead a high-performing Client Tax Service Team.
• Manage UHNW client relationships and tax-related queries.
• Develop tax service strategies and best practices.
• Train and mentor client service professionals.
• Implement risk management strategies.
• Stay updated with changing tax laws and regulations.
• Provide insights to optimize tax efficiency.
• Coordinate with internal teams for seamless service delivery.
• Requires strong communication and problem-solving skills.
• 8-10 years of relevant experience required.

Requirements

• Bachelor's/University degree, Master's preferred.
• Client-facing experience in operations and compliance.
• Knowledge of tax documentation processes.
• Strong organizational and time management skills.
• Ability to analyze data with attention to detail.
• Experience engaging with Tax Advisors and Financial Advisors.
• Demonstrated leadership and team-building capabilities.

Benefits

• Medical, dental & vision coverage.
• 401(k) and life insurance.
• Paid time off including vacation and sick leave.
• Wellness programs available.
• Discretionary and formulaic incentive awards.