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Vice President - Client Tax Operations

https://www.citi.com/ Logo

Citi

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Location:
India , Chennai

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Responsibility:

  • Serve as the primary tax SME for Citi Wealth, providing authoritative guidance across FATCA, CRS, CARF, IRS Chapters 3, 4, and 61, W‑8/W‑9 documentation, FATCA, NRA and backup withholding, and 1099/1042-S information reporting
  • Own Wealth‑specific tax interpretations and positions, ensuring consistency with enterprise standards while addressing Wealth client needs and risk tolerance
  • Act as a senior advisor to Wealth Client Services, Front Office partners, Legal, Risk and Compliance on client communications, disclosures, regulatory explanations, and sensitive tax‑related inquiries
  • Represent Citi Wealth in enterprise tax governance forums, regulatory discussions, and cross‑business working groups
  • Provide end-to-end strategic Wealth‑level oversight and governance across the full tax lifecycle for UHNW clients
  • Identify, analyze, and govern systemic tax exceptions and risk themes
  • Develop scalable business intelligence, analytics, and AI‑enabled strategies to proactively detect emerging issues
  • Ensure operational readiness and flawless delivery of cyclical tax events
  • Serve as a Wealth business escalation authority for complex client, operational, regulatory, and systemic tax issues
  • Design and oversee exception management and remediation strategies
  • Own the end‑to‑end regulatory change management lifecycle for Wealth tax obligations
  • Lead large‑scale remediation initiatives
  • Ensure timely and effective implementation of new and evolving regimes
  • Lead, mentor, and develop a high‑performing team of tax operations professionals
  • Build a sustainable leadership bench through coaching, succession planning, and capability development
  • Define the future‑state tax operating model
  • Drive a culture of continuous improvement, risk ownership, and disciplined execution
  • Champion a data‑driven tax operating model
  • Partner with Data teams to strengthen data lineage, data quality, data governance, and transparency across tax processes
  • Identify and implement opportunities to leverage advanced analytics and AI
  • Evaluate transformation investments with a focus on scalability, control integrity, and return on investment
  • Act as a tax technology and architecture thought leader, partnering with Technology and Product to design and evolve tax platforms
  • Own the business and data architecture for tax across the Wealth ecosystem
  • Translate regulatory requirements into Wealth owned system logic, functional requirements, data attributes, and control design
  • Oversee third‑party tax vendor relationships
  • Maintain end‑to‑end accountability for the tax operations control framework
  • Proactively manage client, regulatory, and reputational risk associated with tax matters impacting UHNW clients
  • Ensure adherence to Citi policies, global regulatory standards, and industry best practices
  • Provide executive‑level reporting to senior leadership on operational health, risk posture, remediation progress, and strategic priorities
  • Maintain cost discipline by balancing risk reduction, automation investment, and vendor strategy

Requirements:

  • Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field
  • 7+ years of experience in tax operations, wealth management, financial services, or highly regulated environments
  • 2–3+ years of people leadership experience, including managing senior specialists and/or managers
  • Deep subject‑matter expertise across IRS Chapters 3, 4, and 61
  • FATCA, CRS, CARF
  • W‑8 / W‑9 documentation
  • NRA and backup withholding
  • 1099 and 1042‑S reporting
  • Demonstrated experience leading complex regulatory change, remediation, and transformation initiatives
  • Executive‑level communication skills with the ability to influence across Operations, Technology, Data, Risk, Compliance, Legal, and senior leadership

Nice to have:

  • Advanced degree (MST, JD) and/or CPA
  • Hands‑on experience with tax engines, withholding systems, reporting platforms, and complex system integrations
  • Proven ability to translate tax regulation into enterprise‑scale operating models and system designs
  • Experience applying analytics, automation, and AI to reduce risk and improve scalability
  • UHNW wealth management platform experience

Additional Information:

Job Posted:
May 15, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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