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Tax Operations Senior Analyst

https://www.citi.com/ Logo

Citi

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Location:
Poland , Warsaw

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Tax Operations Senior Analyst role at Citi's Europe Wealth Client Tax Operations team in Warsaw, Poland. Responsible for maintaining and advancing client tax operations in Europe cluster withholding Taxes & Custody services such as tax reclaims, Relief at source within Poland. The role involves conducting in-depth analysis of complex global client booking models, security services, performing reconciliations, identifying operational risks, and ensuring compliance with local tax regulations.

Job Responsibility:

  • Ensure compliance with local tax regulations, including the preparation of account reconciliations for revenues and VAT/GST tax accounts
  • Prepare non-US tax reports covering multiple jurisdictions and products
  • Expertise in Tax Reclaim services, including Quick Refund and Relief at Source processes
  • Manage critical tax-related issues & remediation activities impacting clients and business stakeholders
  • Provide first-level support for inquiries from client advisors regarding the Tax Reclaim Service
  • Support the global implementation of Tax projects while contributing to strategic tax programs and technical implementations
  • Analyze tax transaction withholding processes from front to back and implement operational changes
  • Streamline process inconsistencies, mitigate risks, and maintain comprehensive process documentation
  • Ensure timely escalation of issues, track their resolution, and participate in governance forums
  • Collaborate closely with Business and Technology partners to identify gaps and drive process improvements

Requirements:

  • A good track record of experience in a tax-related area and good understanding of tax reporting and operational tax processes
  • Good understanding of Cash & Stock Reconciliations
  • Swift notifications knowledge - MT599, MT546, MT568, MT566
  • Corporate actions & income payments experience in EMEA and US markets
  • Experience in Tax Operations/ Tax Reclaims and/or Tax Technology organizations
  • Knowledge about the Double Tax Treaty Agreements, International Taxation, Custody Operations, Relief at source and reclaim
  • Experience in Tax Operations (Direct/Indirect Tax, Withholding TAX, Goods and Services Tax, Trading Tax etc.)
  • Good understanding of Investments and capital market products as well as trade execution and settlement processes
  • Strong multi-tasking, organizational and time management skills
  • Ability to take initiative, self-motivate and consistently demonstrate a results-driven mindset
  • Strong analytical skills with the ability to conduct detailed analyses of complex tax processes
  • High level of integrity and ability to handle sensitive and confidential information
  • Critical thinking and drawing logical conclusions
  • Experience working both independently and in a team-oriented, collaborative environment
  • Bachelor's/University degree or equivalent experience, preferably in finance and banking
  • Fluent English: Ability to communicate effectively verbally and in writing
  • Proficiency in tax software and MS Office Suite (Excel, Power point, Visio & SharePoint), particularly Excel

Nice to have:

German speaking is an added plus

What we offer:
  • Private Medical Care Program
  • Life Insurance Program
  • Pension Plan contribution (PPE Program)
  • Employee Assistance Program
  • Paid Parental Leave Program (maternity and paternity leave)
  • Sport Card
  • Holidays Allowance
  • Sport and team recreation activities
  • Special offers and discounts for employees
  • Access to an array of learning and development resources
  • A discretional annual performance related bonus

Additional Information:

Job Posted:
August 26, 2025

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

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