Client Operations Analyst – Tax / Reporting Job at Talan (New York)

Tax Operations Senior Analyst

Tax Operations Senior Analyst role at Citi's Europe Wealth Client Tax Operations...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

A good track record of experience in a tax-related area and good understanding of tax reporting and operational tax processes
Good understanding of Cash & Stock Reconciliations
Swift notifications knowledge - MT599, MT546, MT568, MT566
Corporate actions & income payments experience in EMEA and US markets
Experience in Tax Operations/ Tax Reclaims and/or Tax Technology organizations
Knowledge about the Double Tax Treaty Agreements, International Taxation, Custody Operations, Relief at source and reclaim
Experience in Tax Operations (Direct/Indirect Tax, Withholding TAX, Goods and Services Tax, Trading Tax etc.)
Good understanding of Investments and capital market products as well as trade execution and settlement processes
Strong multi-tasking, organizational and time management skills
Ability to take initiative, self-motivate and consistently demonstrate a results-driven mindset

Job Responsibility

Ensure compliance with local tax regulations, including the preparation of account reconciliations for revenues and VAT/GST tax accounts
Prepare non-US tax reports covering multiple jurisdictions and products
Expertise in Tax Reclaim services, including Quick Refund and Relief at Source processes
Manage critical tax-related issues & remediation activities impacting clients and business stakeholders
Provide first-level support for inquiries from client advisors regarding the Tax Reclaim Service
Support the global implementation of Tax projects while contributing to strategic tax programs and technical implementations
Analyze tax transaction withholding processes from front to back and implement operational changes
Streamline process inconsistencies, mitigate risks, and maintain comprehensive process documentation
Ensure timely escalation of issues, track their resolution, and participate in governance forums
Collaborate closely with Business and Technology partners to identify gaps and drive process improvements

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Tax Analyst

Working at Citi is far more than just a job. A career with us means joining a te...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

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
Ability to act as a change agent for organizational and product transformational initiatives
Ability to interact with all levels of internal customers and senior management

Job Responsibility

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
Develop best practices and implement appropriate procedures and controls to ensure consistent compliance with Information Reporting, FATCA, and/or CRS requirements
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
Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas

Tax Sr. Analyst

The Tax Sr. Analyst is a seasoned professional role. Applies in-depth disciplina...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8+ years of relevant experience
Bachelor's degree

Job Responsibility

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
Resolves complex problems or transactions, where expertise is required to interpret policies, guidelines or processes
Manages one or more processes, reports, procedures or products, and considered analytical or procedural 'expert' representing a unit or team on cross-function process or project deliverables
Perform other duties and functions as assigned
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy
Acts as SME to senior stakeholders and/or other team members

Fulltime

Tax Sr. Analyst

The Tax Sr. Analyst is a seasoned professional role responsible for managing tax...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8+ years of relevant experience
bachelor's degree
good analytical skills
strong communication and diplomacy skills
ability to operate with a limited level of direct supervision
expertise in resolving complex problems or transactions and interpreting policies
assessment
credible challenge
financial acumen
management reporting

Job Responsibility

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 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
resolves complex problems or transactions, where expertise is required to interpret policies, guidelines or processes
manages one or more processes, reports, procedures or products, and considered analytical or procedural 'expert' representing a unit or team on cross-function process or project deliverables
directs day-to-day work of junior level employees
perform other duties and functions as assigned
has the ability to operate with a limited level of direct supervision
can exercise independence of judgement and autonomy

What we offer

equal opportunity employer
support for a global workforce
accessibility accommodations

Fulltime

Tax Intermediate Analyst

The Tax Intermediate Analyst is a developing professional role responsible for m...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant experience in similar role
Bachelor’s degree
Act as an internally and externally recognized subject matter expert in tax reclaims and relief at source
Support Technology projects from a tax technical perspective and perform UAT testing
Work as part of team to ensure all tax reclaim and relief at source activities are covered to the highest standard with a ‘no surprises’ attitude
Frequent interaction with the business, custodians and the asset services team to provide guidance on taxable markets and events, and provide supporting evidence to tax authorities inquiries on filed reclaims
Understanding the product and market nuances is paramount
Support audits by tax authorities and Internal Audit
Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas

Job Responsibility

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
Identifies and resolves problems using autonomous judgment
Implements work flow or process change and redesign, and uses a thorough knowledge of the specific function
Accountable for regular reporting or process administration as 'owner'
Primary focus is on execution within defined parameters
Assists in the management of one or more processes, reports, procedures or products
Has the ability to operate with a limited level of direct supervision

What we offer

Competitive base salary (annually reviewed)
Hybrid working model (up to 2 days working at home per week)
Additional benefits supporting employees and their families to be well, live well and save well

Fulltime

Tax Intermediate Analyst

The Tax Intermediate Analyst is a developing professional role. Deals with most ...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years experience in direct tax
Chartered Accountant

Job Responsibility

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
Identifies and resolves problems using autonomous judgment
Implements work flow or process change and redesign, and uses a thorough knowledge of the specific function
Accountable for regular reporting or process administration as 'owner'
Primary focus is on execution within defined parameters
Assists in the management of one or more processes, reports, procedures or products
Has the ability to operate with a limited level of direct supervision

Fulltime

Tax Senior Analyst

The Tax Sr. Analyst is a seasoned professional role with responsibilities involv...

Location

Costa Rica , Heredia

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8+ years of relevant experience
Bachelors degree
Previous Tax Compliance experience related to one or some of the following LATAM countries: Costa Rica, Honduras, Guatemala, El Salvador, Panamá, Dominican Republic, Perú and Ecuador
Preferable to have work experience in US multinational companies
English Advanced Required

Job Responsibility

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
Resolves complex problems or transactions, where expertise is required to interpret policies, guidelines or processes
Manages one or more processes, reports, procedures or products, and considered analytical or procedural 'expert' representing a unit or team on cross-function process or project deliverables
Directs day-to-day work of junior level employees
Perform other duties and functions as assigned
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy

What we offer

Equal opportunity employer
Accessibility accommodations

Fulltime

New

Tax Intermediate Senior Analyst Officer

This role is part of the Tax Information Reporting (TIR) organization, responsib...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-3 years of professional experience
Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
Strong Microsoft Office skills including Microsoft Excel and PowerPoint
Basic understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements
Basic understanding and working knowledge of Forms 1098, 1099 series, and 1042-S
Basic understanding and working knowledge of Forms 945 and 1042
Excellent communication skills to drive engagement and close interactions with key stakeholders
Ability to examine processes and procedures, experience with Process Re-engineering
Ability to act as a change agent for organizational and product transformational initiatives
Ability to interact with all levels of internal customers and senior management

Job Responsibility

Execute functions from the Tax Information Reporting process tree including tax form validation, withholding, information reporting, legal entity maintenance, and governance
Act as an internally and externally recognized subject matter expert
Migration of work into our centralized hub
Develop best practices and implement appropriate procedures and controls to ensure consistent compliance with Information Reporting, FATCA, and/or CRS requirements
Support the TIR's 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 Audits related to FATCA and CRS
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

Fulltime

Client Operations Analyst – Tax / Reporting

Talan

Location:
United States , New York

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 03, 2026

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