Citi's Investor Services Technology group is seeking a transformation focused Tax Reclaim Transformation Technology Lead the end-to-end digitization and automation of Citi's global withholding tax reclaim operations — one of the most complex and high-value operational domains in global custody.
This role will drive the replacement of manual, fragmented tax reclaim processes with an intelligent, automated platform that manages the full reclaim lifecycle — from eligibility determination and documentation management through claim submission, tracking, and recovery reconciliation — across 60+ tax jurisdictions globally.
The ideal candidate brings deep expertise in tax technology or regulatory compliance platforms, combined with strong engineering leadership and a proven ability to deliver large-scale transformation programs in a complex, global financial institution.
Responsibilities:
Transformation Roadmap
Define and execute the multi-year technology transformation roadmap for Citi's global tax reclaim operations — prioritizing automation, straight-through processing, and elimination of manual intervention across all reclaim workflows.
Reclaim Lifecycle Platform
Architect and deliver an end-to-end tax reclaim platform covering eligibility assessment, documentation generation, claim submission to tax authorities, status tracking, and recovery reconciliation — with full audit trail and client reporting.
Regulatory Intelligence
Build a regulatory intelligence layer that tracks treaty changes, tax authority requirements, and deadline calendars across 60+ jurisdictions — ensuring the platform remains current and compliant as global tax rules evolve.
Intelligent Automation
Deploy AI/ML and intelligent document processing (IDP) to automate document classification, data extraction, eligibility rules application, and exception handling — dramatically reducing manual processing time and error rates.
Client Transparency
Deliver real-time client-facing dashboards and reporting capabilities that provide full visibility into reclaim status, recovery timelines, and tax recovery performance — differentiating Citi's service proposition in the market.
Global Team & Delivery
Lead a global engineering and transformation team, managing delivery across multiple geographies and time zones. Partner with Tax Operations, Legal, Compliance, and Custody Technology to ensure seamless integration and adoption.
Experience:
10+ years in technology leadership, with experience in regulatory compliance, tax technology, or financial operations transformation
5+ years leading large-scale technology transformation programs in a global financial institution
Proven track record delivering automation and digitization programs that eliminate manual processing at scale
Technical:
Hands-on Proficiency in Java, Angular/React, Oracle, and cloud-native development
Experience with intelligent document processing (IDP), OCR, and NLP for document automation
Strong command of workflow orchestration, BPM platforms, and rules engine design
Experience with regulatory data management, audit trail design, and compliance reporting
Understanding of withholding tax reclaim processes: eligibility, treaty relief, documentation, and submission to tax authorities
Familiarity with global tax treaty frameworks and key jurisdictions (EU, US, Asia-Pacific)
Knowledge of custody operations, corporate actions, and income processing as they relate to tax reclaim
Awareness of FATCA, CRS, and other global tax transparency and reporting regimes
Education:
Bachelor's or Master's degree in Computer Science, Engineering, Finance, or Information technology
------------------------------------------------------
Job Family Group: Technology------------------------------------------------------
Job Family:Applications Development------------------------------------------------------
Time Type:Full time------------------------------------------------------
Primary Location:Jersey City New Jersey United States------------------------------------------------------
Primary Location Full Time Salary Range:$176,720.00 - $265,080.00
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:------------------------------------------------------
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.
Skills Required
- 10+ years in technology leadership, with experience in regulatory compliance, tax technology, or financial operations transformation
- 5+ years leading large-scale technology transformation programs in a global financial institution
- Proven track record delivering automation and digitization programs that eliminate manual processing at scale
- Experience with intelligent document processing (IDP), OCR, and NLP for document automation
- Strong command of workflow orchestration, BPM platforms, and rules engine design
- Hands-on proficiency in Java
- Hands-on proficiency in Angular or React
- Experience with Oracle
- Cloud-native development experience
- Experience with regulatory data management, audit trail design, and compliance reporting
- Understanding of withholding tax reclaim processes, treaty relief, documentation, and submission to tax authorities
- Familiarity with global tax treaty frameworks and regimes (FATCA, CRS) and custody operations related to tax reclaim
- Bachelor's or Master's degree in Computer Science, Engineering, Finance, or Information Technology
Citi Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.
-
Healthcare Strength — Health coverage is presented as comprehensive, including free in-network preventive care, mental-health resources, and the Be Well Program. Materials also state new hires have access to health and insurance benefits from the outset.
-
Retirement Support — The retirement plan offers a $1-for-$1 match up to 6% of eligible pay. New employees are eligible for the plan, with automatic enrollment after 90 days if they do not enroll themselves.
-
Inclusive Benefits Coverage — Benefits highlight fertility treatment coverage, adoption/surrogacy reimbursement up to $30,000, and disability coverage. Coverage extends to spouses and domestic partners regardless of gender identity or sexuality, with gender-affirming care-related support noted.
Citi Insights
Similar Jobs
What We Do
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
