Tax Analyst - Financial Services

• Execute functions from the Tax Information Reporting process tree including tax form validation, withholding, information reporting, legal entity maintenance, and governance
• Act as a tax documentation specialist to execute operational and project initiatives
• Develop best practices and implement appropriate procedures and controls to ensure consistent compliance with tax documentation requirements for FATCA, and/or CRS requirements
• Support FRSS' Service Delivery model with all stakeholders
• Support audits by tax authorities and Internal Audit
• 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

• 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
• 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
• Ability to examine processes and procedures
• Experience with Process Re-engineering
• Re-design and Process Automation experience is preferred
• 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

Re-design and Process Automation experience is preferred

• 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