CrawlJobs Logo

Tax Intermediate Analyst

https://www.citi.com/ Logo

Citi

Location Icon

Location:
India , Mumbai

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

The Tax Intermediate Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices.

Job Responsibility:

  • Responsible for the overall management of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes
  • Contributes to the planning, accounting, filing and the reporting of tax liability of the company
  • Assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction
  • May participate in managing payments to tax authorities in compliance with specific tax regulations
  • Identifies and resolves problems using autonomous judgment
  • Implements work flow or process change and redesign, and uses a thorough knowledge of the specific function
  • Accountable for regular reporting or process administration as "owner"
  • Primary focus is on execution within defined parameters
  • Assists in the management of one or more processes, reports, procedures or products
  • Directs day-to-day work of junior level employees
  • Has the ability to operate with a limited level of direct supervision
  • Can exercise independence of judgement and autonomy
  • Acts as SME to senior stakeholders and /or other team members

Requirements:

  • 2-5 years relevant experience
  • Bachelors degree
  • Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family
  • Applies analytical thinking and knowledge of data analysis tools and methodologies
  • Requires attention to detail when making judgments and recommendations based on the analysis of factual information
  • Applies professional judgment when interpreting data and results
  • Breaks down information in a systematic and communicable manner
  • Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information
  • Moderate but direct impact through close contact with the businesses' core activities
  • Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Additional Information:

Job Posted:
March 01, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Tax Intermediate Analyst

Tax Intermediate Analyst

The Tax Intmd. Analyst is a developing professional role. Deals with most proble...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3-6 years relevant experience
  • Bachelors degree
  • Good understanding of industry standards and practices
  • Developed communication and diplomacy skills
  • Ability to review regulations and guidelines
  • Ability to explain complex information in layman terms
  • Attention to detail
  • Analytical thinking
  • Knowledge of data analysis tools and methodologies
Job Responsibility
Job Responsibility
  • Responsible for in-scope processes related to one or multiple Citi lines of business within the centralized Tax Information Reporting (TIR) function in Operations
  • Develop into an SME for the workstreams/process they support
  • Contribute effectively to various workstreams within the Assurance & Compliance Team (ACT)
  • Contribute to facilitation of ongoing compliance monitoring for Qualified Intermediary (QI) governance process
  • Identify and help manage migration of ACT governance processes to new technology solutions
  • Participate in tax conferences, webinars and training
  • Actively contribute towards creation of TIR training content
  • Support Technology projects from a technical tax perspective
  • Implement work flow or process change and redesign
  • Assess risk when business decisions are made
What we offer
What we offer
  • Best-in-class benefits
  • Global Benefits
  • Fulltime
Read More
Arrow Right

Tax Intermediate Analyst

The Tax Intermediate Analyst is a developing professional role. Deals with most ...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-5 years experience in direct tax
  • Chartered Accountant
Job Responsibility
Job Responsibility
  • Responsible for the overall management of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes
  • Contributes to the planning, accounting, filing and the reporting of tax liability of the company
  • Assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction
  • May participate in managing payments to tax authorities in compliance with specific tax regulations
  • Identifies and resolves problems using autonomous judgment
  • Implements work flow or process change and redesign, and uses a thorough knowledge of the specific function
  • Accountable for regular reporting or process administration as 'owner'
  • Primary focus is on execution within defined parameters
  • Assists in the management of one or more processes, reports, procedures or products
  • Has the ability to operate with a limited level of direct supervision
  • Fulltime
Read More
Arrow Right

Tax Intermediate Analyst

The Tax Intermediate Analyst is a developing professional role responsible for m...
Location
Location
Ireland , Dublin
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant experience in similar role
  • Bachelor’s degree
  • Act as an internally and externally recognized subject matter expert in tax reclaims and relief at source
  • Support Technology projects from a tax technical perspective and perform UAT testing
  • Work as part of team to ensure all tax reclaim and relief at source activities are covered to the highest standard with a ‘no surprises’ attitude
  • Frequent interaction with the business, custodians and the asset services team to provide guidance on taxable markets and events, and provide supporting evidence to tax authorities inquiries on filed reclaims
  • Understanding the product and market nuances is paramount
  • Support audits by tax authorities and Internal Audit
  • Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas
Job Responsibility
Job Responsibility
  • Responsible for the overall management of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes
  • Contributes to the planning, accounting, filing and the reporting of tax liability of the company
  • Assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction
  • May participate in managing payments to tax authorities in compliance with specific tax regulations
  • Identifies and resolves problems using autonomous judgment
  • Implements work flow or process change and redesign, and uses a thorough knowledge of the specific function
  • Accountable for regular reporting or process administration as 'owner'
  • Primary focus is on execution within defined parameters
  • Assists in the management of one or more processes, reports, procedures or products
  • Has the ability to operate with a limited level of direct supervision
What we offer
What we offer
  • Competitive base salary (annually reviewed)
  • Hybrid working model (up to 2 days working at home per week)
  • Additional benefits supporting employees and their families to be well, live well and save well
  • Fulltime
Read More
Arrow Right

Tax Intermediate Reporting Analyst

The Tax Intermediate Reporting Analyst position is responsible for managing end-...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Min 6 to 8 Years of relevant experience
  • Bachelor's degree graduate
  • Conceptual and practical grounding in applying policies to the business
  • Experience with Tax Information Reporting
  • Knowledge of IRS regulations including Chapter 3, chapter 61 and FATCA regulations
  • Experience with tax withholding processes
  • Experience with US non-income tax activities
  • Financial acumen
  • Risk management skills
  • Management reporting experience
Job Responsibility
Job Responsibility
  • Manage Tax information reporting operations
  • Enhance Tax Information Reporting capabilities
  • Ensure strong controls from Operations and Audit perspective
  • Act as tax/information reporting specialist for FATCA advisory/rollout
  • Execute tax information reporting processes for Citi's business products
  • Migrate work into centralized hub
  • Develop Go To processes and implement procedures/controls
  • Ensure compliance with Information Reporting & FATCA requirements
  • Ensure adherence to KPI's and KRI's
  • Support process improvements/reengineering initiatives
What we offer
What we offer
  • Career growth opportunities
  • Opportunity to give back to community
  • Make real impact
  • Global team environment
  • Fulltime
Read More
Arrow Right

Tax Intermediate Analyst

The Tax Intermediate Analyst is a developing professional role. Deals with most ...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-5 years relevant experience
  • Bachelors degree
  • Understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
  • 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
  • Ability to examine processes and procedures, experience with Process Re-engineering
  • Ability to interact with all levels of internal customers and senior management
  • Strong Microsoft Office skills including Microsoft Excel and PowerPoint
Job Responsibility
Job Responsibility
  • Responsible for the overall management of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes
  • Contributes to the planning, accounting, filing and the reporting of tax liability of the company
  • Assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction
  • May participate in managing payments to tax authorities in compliance with specific tax regulations
  • Identifies and resolves problems using autonomous judgment
  • Implements workflow or process change and redesign and uses a thorough knowledge of the specific function
  • Accountable for regular reporting or process administration as 'owner'
  • Assists in the management of one or more processes, reports, procedures or products
  • Directs day-to-day work of junior level employees
  • Acts as SME to senior stakeholders and /or other team members
  • Fulltime
Read More
Arrow Right
New

Tax Intermediate Analyst

Job Overview: Custody Tax Information Reporting. As a bank with a brain and a so...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelors (BA) required
  • 2-3 years' experience
  • Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and nonresident aliens
  • Basic understanding and working knowledge of IRS series 1099 and 1042-s forms
  • Forms 1042 and 945
  • Experience in tax research and reconciliations
  • Strong organizational skills
  • Excellent communication skills
  • Ability to examine processes and procedures
  • Well versed in standard desktop technology with advanced Excel skills
Job Responsibility
Job Responsibility
  • Execute functions from the Tax Information Reporting process including but not limited to, preparation and filing of information reporting forms, keeping files up to date with the newest IRS regulations
  • Research and respond to client inquiries
  • Act as a tax reporting specialist (and potentially team lead) to execute operational and project initiatives
  • Act as an internally and externally recognized subject matter expert
  • Develop best practices and implement appropriate procedures and controls to ensure consistent compliance with tax reporting requirements for FATCA, and/or CRS requirements
  • Support Custody 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
  • Reviews and update written tax policies and procedures, research and respond to inquiries from operational areas
  • Staying abreast with the newest IRS regulations in the tax information reporting field
  • Fulltime
Read More
Arrow Right
New

Tax Intermediate Analyst

The Tax Intmd. Analyst is a developing professional role. Deals with most proble...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8+ years experience in FATCA, CRS, and K1 Nominee reporting
Job Responsibility
Job Responsibility
  • Responsible for the overall management of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes
  • Contributes to the planning, accounting, filing and the reporting of tax liability of the company
  • Assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction
  • May participate in managing payments to tax authorities in compliance with specific tax regulations
  • Identifies and resolves problems using autonomous judgment
  • Implements work flow or process change and redesign, and uses a thorough knowledge of the specific function
  • Accountable for regular reporting or process administration as owner
  • Primary focus is on execution within defined parameters
  • Assists in the management of one or more processes, reports, procedures or products
  • Directs day-to-day work of junior level employees
  • Fulltime
Read More
Arrow Right
New

Tax Intermediate Analyst

Whether you’re at the start of your career or looking to discover your next adve...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree/University degree or equivalent experience
  • At least 4-5 years related experience
  • Knowledge and experience related to IRS forms namely 1042-s, 1099, 1098, 945, 1042-s, FATCA (8966) & CRS is required for this role
Job Responsibility
Job Responsibility
  • Work on EMEA shift
  • Responsible for the overall management of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes
  • Contributes to the planning, accounting, filing and the reporting of tax liability of the company
  • Assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction
  • May participate in managing payments to tax authorities in compliance with specific tax regulations
  • Identifies and resolves problems using autonomous judgment
  • Implements work flow or process change and redesign, and uses a thorough knowledge of the specific function
  • Accountable for regular reporting or process administration as 'owner'
  • Primary focus is on execution within defined parameters
  • Assists in the management of one or more processes, reports, procedures or products
What we offer
What we offer
  • Programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more (coverage varies by country)
  • Access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
  • A variety of programs that help employees balance their work and life
  • Fulltime
Read More
Arrow Right