Address
Form of workOur commitment to diversity includes a workforce that represents the clients we serve globally from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together.
Responsibilities:
- 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 documentation specialist (and potentially team leader) to execute operational and project initiatives
- Act as an internally and externally recognized subject matter
- Migration of work into our centralized hub
- Develop best practices and implement appropriate procedures and controls to ensure consistent compliance with tax documentation requirements for FATCA, and/or CRS requirements
- Support FRSS 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
- Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas
Qualifications:
- Education - Bachelors (BA) required
- 2-3 years experience
- 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
- 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
- Must be eligible to work in US. This position does not offer VISA sponsorship.
- This location will be at our Tampa, FL office and is not eligible for remote work.
Critical Competencies:
- 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
- Well versed in standard desktop technology with advanced Excel skills. Visio and Access experience preferred
- Ability to interact with all levels of internal customers and senior management
- Liaison with Corporate Tax for complex tax advisory inquiries and policy requirements
About Citi
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
