As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do. We keep the bank safe and provide the technical tools our workers need to be successful. We design our digital architecture and ensure our platforms provide a first-class customer experience. Our operations teams manage risk, resources, and program management. We focus on enterprise resiliency and business continuity. We develop, coordinate, and execute strategic operational plans. Essentially, Enterprise Operations & Technology re-engineers client and partner processes to deliver excellence through secure, reliable, and controlled services.
Tax Information Reporting (TIR) is responsible for end-to-end client tax activities including validation of client tax certifications, withholding, information reporting under Internal Revenue Service, Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS) regimes, Citi-wide governance, and US non-income tax including sales & use tax, personal property tax, and others.
Our commitment to diversity includes a workforce that represents the clients we serve globally from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together.
•Execute functions from the Tax Information Reporting process tree including, but not limited to, tax form validation, withholding, information reporting, legal entity maintenance, and governance
•Act as a tax information reporting specialist (and potentially team leader) to execute operational and project initiatives
•Act as an internally and externally recognized subject matter expert
•Migration of work into our centralized hub
•Support Service Delivery model with all stakeholders
•Identify and participate in process re-engineering and re-design activities to achieve better controls, compliance, and efficiencies
•Support audits by tax authorities and Internal Audit
•Support Technology projects from a tax technical perspective
•Contribute towards departmental requirement to adhere to strict regulatory and compliance requirements per tax authority and Citi policy
•Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas
1. Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
2. 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
3. Excellent communication skills to drive engagement and close interactions with key stakeholders. Provide basic advisory services primarily for internal clients
4. Ability to examine processes and procedures, experience with Process Re-engineering. Re-design and Process Automation experience is preferred
5. Ability to act as a change agent for organizational and product transformational initiatives
6. Project Management experience preferred and strong organizational skills required
8. Ability to interact with all levels of internal customers and senior management
9. Liaison with Corporate Tax for complex tax advisory inquiries and policy requirements
Strong Microsoft Office skills including Microsoft Excel and PowerPoint
Experience with Power BI, Python, KNIME, Xceptor, or other digital tools is preferred
•Working Environment: office setting, minimal travel required.
• Effort: minimal physical effort required.
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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.
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
- 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, 945, and 1042
- Excellent communication skills and ability to engage with internal stakeholders and senior management
- Ability to examine processes and procedures and support process re-engineering
- Ability to support organizational and product transformation initiatives as a change agent
- Strong organizational skills
- Project management experience
- Experience with process redesign and process automation
- Strong Microsoft Office skills, including Excel and PowerPoint
- Experience with Power BI, Python, KNIME, Xceptor, or other digital tools
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
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.
