Head of North America Regulatory Reporting and Client Tax Wealth Operations, Citi

Citi

Location:
United States, New York ▼
Tampa

Category:
Finance

Contract Type:
Employment contract

Salary:

170000.00 - 300000.00 USD / Year

Save Job

Apply Position

Job Description:

We are seeking a highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. This role involves strategic leadership, ensuring compliance with global regulatory frameworks, mentoring teams, and driving operational excellence. The candidate should have a deep understanding of regulations such as FATCA and CRS and experience with data analytics tools

Job Responsibility:

Develop and execute the strategic vision for the NAM Regulatory Reporting and Client Tax Operations
Oversee all aspects of regulatory reporting across NAM, ensuring compliance with regulations such as FATCA, CRS, Dodd-Frank, and Volcker Rule
Oversee and manage client tax operations, including tax withholding, reconciliations, payments, and reporting
Manage client tax services, including client support, solicitation, and refunds of client taxes
Lead and mentor a team across multiple locations, fostering a culture of accountability and innovation
Identify process improvement opportunities and leverage technology for automation
Maintain a deep understanding of evolving regulatory and tax landscapes
Collaborate with compliance, legal, and risk management teams
Ensure cohesive regulatory and tax reporting processes among business units
Develop and implement data quality controls
Use data analytics to enhance decision-making
Create training programs for the team to stay updated on regulatory and tax requirements

Requirements:

Bachelor’s or master’s degree in finance, Accounting, Business, or a related field
Professional certifications (e.g., CPA, CFA, CTA) are highly desirable
15+ years of experience in regulatory reporting, tax operations, or compliance within the financial services industry, with a strong focus on Wealth Management
Proven experience in managing teams across multiple locations, with a track record of driving process improvements and operational excellence
In-depth knowledge of global and regional regulatory frameworks (e.g., FATCA, CRS, Dodd-Frank) and tax compliance requirements specific to wealth management products
Strong analytical and problem-solving skills, with the ability to navigate complex regulatory and tax environments and manage multiple priorities
Excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external stakeholders, including regulators and tax authorities
Proficiency in data analytics tools and tax/regulatory reporting software
experience with automation and digital transformation initiatives is a plus
Ability to thrive in a fast-paced, dynamic environment, adapting quickly to regulatory changes and business needs

What we offer:

Medical, dental, and vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation and sick leave
Paid holidays
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
August 30, 2025

Expiration:
September 05, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Head of North America Regulatory Reporting and Client Tax Wealth Operations

Citi

Location:United States, New York ▼Tampa

Category:Finance

Contract Type:Employment contract