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Citi Logo Citi · IT - Software Development

Investor Services Technology - Tax Solutions Lead - Senior Vice President

United States, Jersey City Employment contract 176720.00 - 265080.00 USD / Year · Job Posted July 13, 2026
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Job Description

Citi's Investor Services Technology group is seeking a transformation focused Tax Reclaim Transformation Technology Lead the end-to-end digitization and automation of Citi's global withholding tax reclaim operations — one of the most complex and high-value operational domains in global custody. This role will drive the replacement of manual, fragmented tax reclaim processes with an intelligent, automated platform that manages the full reclaim lifecycle — from eligibility determination and documentation management through claim submission, tracking, and recovery reconciliation — across 60+ tax jurisdictions globally. The ideal candidate brings deep expertise in tax technology or regulatory compliance platforms, combined with strong engineering leadership and a proven ability to deliver large-scale transformation programs in a complex, global financial institution.

Job Responsibility

  • Transformation Roadmap: Define and execute the multi-year technology transformation roadmap for Citi's global tax reclaim operations
  • Reclaim Lifecycle Platform: Architect and deliver an end-to-end tax reclaim platform covering eligibility assessment, documentation generation, claim submission to tax authorities, status tracking, and recovery reconciliation
  • Regulatory Intelligence: Build a regulatory intelligence layer that tracks treaty changes, tax authority requirements, and deadline calendars across 60+ jurisdictions
  • Intelligent Automation: Deploy AI/ML and intelligent document processing (IDP) to automate document classification, data extraction, eligibility rules application, and exception handling
  • Client Transparency: Deliver real-time client-facing dashboards and reporting capabilities that provide full visibility into reclaim status, recovery timelines, and tax recovery performance
  • Global Team & Delivery: Lead a global engineering and transformation team, managing delivery across multiple geographies and time zones

Requirements

  • 10+ years in technology leadership, with experience in regulatory compliance, tax technology, or financial operations transformation
  • 5+ years leading large-scale technology transformation programs in a global financial institution
  • Proven track record delivering automation and digitization programs that eliminate manual processing at scale
  • Hands-on Proficiency in Java, Angular/React, Oracle, and cloud-native development
  • Experience with intelligent document processing (IDP), OCR, and NLP for document automation
  • Strong command of workflow orchestration, BPM platforms, and rules engine design
  • Experience with regulatory data management, audit trail design, and compliance reporting
  • Understanding of withholding tax reclaim processes: eligibility, treaty relief, documentation, and submission to tax authorities
  • Familiarity with global tax treaty frameworks and key jurisdictions (EU, US, Asia-Pacific)
  • Knowledge of custody operations, corporate actions, and income processing as they relate to tax reclaim
  • Awareness of FATCA, CRS, and other global tax transparency and reporting regimes
  • Bachelor's or Master's degree in Computer Science, Engineering, Finance, or Information technology

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
  • discretionary and formulaic incentive and retention awards
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