Tax Analyst

• 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 Technology projects from a tax technical perspective
• 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
• 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
• Strong Microsoft Office skills including Microsoft Excel and PowerPoint

Process Automation experience

• Best-in-class benefits
• Inclusive workforce environment
• Opportunities for personal development