Tax Intermediate Analyst Officer, Citi

Citi

Location:
India, Mumbai

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Tax Information Reporting (TIR) is responsible for end-to-end client tax activities including validation of client tax certifications, withholding, information reporting under Internal Revenue Service, Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS) regimes, Citi-wide governance, and US non-income tax including sales & use tax, personal property tax, and others.

Job Responsibility:

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 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 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
Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas

Requirements:

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 skills required
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
Experience with Power BI, Python, KNIME, Xceptor, or other digital tools is preferred

Nice to have:

Re-design and Process Automation experience
Project Management experience
Experience with Power BI, Python, KNIME, Xceptor, or other digital tools

Additional Information:

Job Posted:
October 28, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Tax Intermediate Analyst Officer