The Tax Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.
Responsibilities:
- Responsible for the overall management of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes.
- Contributes to the planning, accounting, filing and the reporting of tax liability of the company.
- Assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction.
- May participate in managing payments to tax authorities in compliance with specific tax regulations.
- Directs small to medium-sized Finance operational/administrative team(s) of clerical or junior professional employees.
- Advises on procedures and concepts in technical/subject area and integrates with others in accomplishing the goals of the sub function/ job family.
- Improves process efficiencies in harmony of unit focus.
- Uses conceptual/ practical grounding in applying policies to the business.
- Perform other duties and functions as assigned
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
- Basic understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1098, 1099 series, and 1042-S; Forms 945 and 1042
- Excellent communication skills to drive engagement and close interactions with key stakeholders. Provide basic advisory services primarily for internal clients
- Ability to examine processes and procedures, experience with Process Re-engineering. Re-design and Process Automation experience is preferred
- Strong Microsoft Office skills including Microsoft Excel and PowerPoint
Qualifications:
- 2 to 4 years of experience
- CRS AND FATCA tools experience is mandatory.
- Tax reporting & Internal Audit.
Education:
- Bachelors degree
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Job Family Group:
Finance------------------------------------------------------
Job Family:
Tax------------------------------------------------------
Time Type:
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Most Relevant Skills
Assessment, Credible Challenge, Financial Acumen, Management Reporting, Risk Management.------------------------------------------------------
Other Relevant Skills
Foreign Account Tax Compliance Act (FATCA), Tax Reporting.------------------------------------------------------
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
- Bachelor's degree
- 2 to 4 years of experience
- CRS and FATCA tools experience
- Tax reporting and Internal Audit experience
- Basic understanding of U.S. tax information reporting rules for U.S. and non-U.S. persons
- Working knowledge of IRS Forms W-9, W-8, 1098, 1099 series, 1042-S, Forms 945 and 1042
- Strong Microsoft Office skills including Excel and PowerPoint
- Excellent communication and stakeholder engagement skills
- Process re-engineering and process automation experience
- Ability to assess risk and ensure compliance with laws, policies and controls
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 — Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
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Retirement Support — Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
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Wellbeing & Lifestyle Benefits — Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.
Citi Insights
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.
