The Tax Analyst 2 Responsible for in-scope processes related to one or multiple Citi lines of business within the centralized Tax Information Reporting (TIR) function. This position supports the reduction/elimination of Citi's franchise & regulatory risk through accurate and timely reporting and enhanced due diligence on customer accounts. The incumbent is expected to migrate information reporting work from various sub-units within the Business Line into TIR; this process includes training and job shadowing, building documentation such as procedures and process flows, and identifies gaps in the process based on IRS regulations. In addition, the incumbent will support a specific business vertical and is expected to develop and enhance their product knowledge within a short timeframe.
Responsibilities:
- Act as a tax / information reporting specialist to execute the FATCA & CRS advisory/ rollout, Systems conversions/rollouts.
- Executes the tax information reporting processes to products issued by Citi’s business
- Migration of work into our centralized hub
- Develop "Go To" processes and implement appropriate procedures/ controls to ensure consistent compliance with Information Reporting
- FATCA and CRS operations – delivery of KPI & KRI’s and Information reporting 1042s, 1099, 8966 and CRS reporting
Qualifications:
- 0-2 years of experience
Education:
- Bachelors degree
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Job Family Group: Finance------------------------------------------------------
Job Family:Tax------------------------------------------------------
Time Type:Full time------------------------------------------------------
Most Relevant Skills Assessment, Credible Challenge, Financial Acumen, Management Reporting, Risk Management.------------------------------------------------------
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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.
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View Citi’s EEO Policy Statement and the Know Your Rights poster.
Skills Required
- 0-2 years of experience
- Bachelor's degree
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.
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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.
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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.
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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
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