Tax Intermediate Analyst, Citi

Citi

Location:
India, Mumbai

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The position involves managing various tax-related responsibilities such as tax form validation, tax withholding, and compliance with FATCA, CRS, and IRS rules, as well as process re-engineering and stakeholder collaboration.

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 (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 audits by tax authorities and Internal Audit
Support Technology projects from a tax technical perspective
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
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
Ability to act as a change agent for organizational and product transformational initiatives
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
Experience with Power BI, Python, KNIME, Xceptor, or other digital tools

What we offer:

Equal opportunity employment policy
Inclusive environment fostering personal development and merit-based promotions

Additional Information:

Job Posted:
July 09, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Tax Intermediate Analyst