Intermediate Tax Analyst, Citi

Citi

Location:
United States, Tampa

Category:
Finance

Contract Type:
Not provided

Salary:

62620.00 - 87380.00 USD / Year

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Job offer has expired

Job Description:

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.

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 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
Contribute towards departmental requirement to adhere to strict regulatory and compliance requirements per tax authority and Citi policy

Requirements:

2+ yrs of related tax experience
Bachelor's Degree or equivalent in experience
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
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
Project Management experience preferred and strong organizational and multi-tasking skills required
Well versed in standard desktop technology with advanced Excel skills
Ability to interact with all levels of internal customers and senior management
Liaison with Corporate Tax for complex tax advisory inquiries and policy requirements
Strong Microsoft Office skills including Microsoft Excel and PowerPoint

Nice to have:

Process Re-engineering
Re-design and Process Automation experience
Project Management experience

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
August 12, 2025

Expiration:
August 18, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Intermediate Tax Analyst