The Client Tax Service Officer is a seasoned professional role, that will play a key leading role in expanding a new dynamic Client Tax Services (CTS) Team. The CTS Team will take ownership of ...
The Client Tax Service Officer is a seasoned professional role, that will play a key leading role in expanding a new dynamic Client Tax Services (CTS) Team. The CTS Team will take ownership of ...
Entry Level Tax Preparer
Rockledge, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Rockledge, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Deland, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Deland, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Port Orange, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Port Orange, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Experienced Tax Preparer
Cocoa, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Cocoa, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Apopka, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Apopka, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Entry Level Tax Preparer
Palm Bay, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Palm Bay, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Tallahassee, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Tallahassee, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Port Orange, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Port Orange, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Experienced Tax Preparer
Crawfordville, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Crawfordville, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Sanford, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
Experienced Tax Preparer
Sanford, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
Experienced Tax Preparer
Tallahassee, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Tallahassee, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Entry Level Tax Preparer
Ormond Beach, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Ormond Beach, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Melbourne, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Entry Level Tax Preparer
Melbourne, FL · On-site
$15/hr
Passion for providing extraordinary customer service * Excellent communication and interpersonal ... Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing ...
New
Experienced Tax Preparer
Palm Bay, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Palm Bay, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Melbourne, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Melbourne, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Perry, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Perry, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Sanford, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
Experienced Tax Preparer
Sanford, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
Experienced Tax Preparer
Apopka, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Experienced Tax Preparer
Apopka, FL · On-site
$15 - $16/hr
You will provide exceptional client service while connecting with clients in a fun, fast-paced ... Free tax preparation training * PTIN Reimbursement (terms apply) * Free continuing tax education
New
Tax Service information
See Florida salary details
$7.85 - $12.06
22% of jobs
$12.55 is the 25th percentile. Wages below this are outliers.
$12.06 - $16.28
25% of jobs
The median wage is $16.86 / hr.
$16.28 - $20.49
19% of jobs
$23.96 is the 75th percentile. Wages above this are outliers.
$20.49 - $24.70
11% of jobs
$24.70 - $28.91
11% of jobs
$28.91 - $33.13
2% of jobs
$33.13 - $37.34
4% of jobs
$37.34 - $41.55
5% of jobs
$41.55 - $45.77
1% of jobs
$45.77 - $49.98
0% of jobs
$49.98 - $54.19
0% of jobs
$7
$22
$54
How much do tax service jobs pay per hour?
Are tax preparers still in demand?
What are the key skills and qualifications needed to thrive in tax service?
What are some common challenges faced by professionals working in tax service roles, and how can they be addressed?
Is working in tax service a good career?
What is tax service?
What is the difference between Tax Service vs Tax Preparer?
| Aspect | Tax Service |
|---|
| Aspect | Tax Service |
|---|
Tax Service professionals typically provide comprehensive tax-related services, including planning, consulting, and preparation for individuals and businesses. Tax Preparers mainly focus on preparing and filing tax returns. While both roles require knowledge of tax laws, Tax Service providers often have broader responsibilities and may hold certifications like Enrolled Agent or CPA, whereas Tax Preparers may only need a preparer tax identification number (PTIN). The work environment for both is similar, often in office settings or remotely, serving clients during tax season. The main difference lies in the scope of services offered and the level of expertise required.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 6 days ago
Citibank rating
8.3
Based on 177 frontline employees who took The Breakroom Quiz
39th of 171 rated banks
Job description
The CTS Team will take ownership of updating client tax documentation (W-Series Forms) and manage day-to-day tax related queries, dealing directly with clients, as well as managing and supporting various 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 Tax Operations, Business Execution, Client Onboarding, Product and Corporate Tax.
Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area.
Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
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
- Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants
- 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 to reduce invalid forms whilst delivering an enhanced client experience
- Identify any function gaps, highlight associated risks and implement solutions
- Produce MI to track service levels, client requests and team productivity metrics
Skill Required:
- 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
- Ability 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
- Ability 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
- Ability to problem solve and analyze 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
- Knowledge of investments, banking, and credit products
- 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
Education:
- Bachelor's/University degree or equivalent experience
Job Family Group:
Private Client Coverage
Job Family:
Client Services
Time Type:
Full time
Primary Location:
Miami Florida United States
Primary Location Full Time Salary Range:
$81,600.00 - $122,400.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Jul 14, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
About Citigroup Inc
Sourced by ZipRecruiter
We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.
Industry
Banking and credit intermediation
Company size
5,001 - 10,000 Employees
Headquarters location
New York City, NY, US