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Tax Analyst - Financial Services
Tax Analyst - Financial Services
As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do. We keep the bank safe and provide the technical tools our workers need to be successful. We design our digital architecture and ensure our platforms provide a first-class customer experience. Our operations teams manage risk, resources, and program management. We focus on enterprise resiliency and business continuity. We develop, coordinate, and execute strategic operational plans. Essentially, Enterprise Operations & Technology re-engineers client and partner processes to deliver excellence through secure, reliable, and controlled services.
Citi Shared Services (CSS) is a vital partner to the Corporate Finance and Human Resources organizations. We ensure financial and human resources operations and processes throughout the entire employment life cycle are carried out through the performance of world-class, scalable operations. We also deliver excellence in mission- critical, global products and local services for 84 countries. Furthermore, we manage the governance of the Citi Solutions Center Network, which serves 98,000 employees, supporting Citi's businesses and operational units. Our diverse profile of products and services touches every Citi employee.
Our strategic priorities, which include enhancing our safety and soundness standards, elevating both leadership and manager capabilities, as well as designing innovative solutions to eliminate pain points, enable us to continually raise the bar. We are implementing cutting-edge digital tools, exploring dynamic reporting capabilities and self-service platforms, and adopting forward compatible behaviors, all while modeling a customer-centric mindset. 90% of the CSS family calls one of our strategic hubs (Budapest, Costa Rica, Manila, Mumbai, and Tampa) home. Each hub offers a unique energy and a myriad of development and engagement opportunities, but the common attribute that cuts across them all is a strong sense of community. We are long-standing champions of diversity, which is consistently reflected in our decisions and actions. Our employees value meritocracy, demonstrate passion for growth and development, and model dignity and respect for all.
Our 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.
Tax Analyst - Financial Services
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 governanceAct as a tax documentation specialist to execute operational and project initiativesDevelop best practices and implement appropriate procedures and controls to ensure consistent compliance with tax documentation requirements for FATCA, and/or CRS requirementsSupport FRSS' Service Delivery model with all stakeholdersSupport audits by tax authorities and Internal AuditContribute towards departmental requirement to adhere to strict regulatory and compliance requirements per tax authority and Citi policyPerform reviews of written tax policy and procedures, research and respond to inquiries from operational areas
Qualifications:
Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S.PersonsBasic 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 1042Excellent communication skills to drive engagement and close interactions with key stakeholders. Provide basic advisory services primarily for internal clientsAbility to examine processes and procedures, experience with Process Re-engineering. Re-design and Process Automation experience is preferredAbility to interact with all levels of internal customers and senior managementLiaison with Corporate Tax for complex tax advisory inquiries and policy requirements
Critical Competencies:
Strong Microsoft Office skills, including Microsoft Excel and PowerPoint.
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.
Additional information may be found at www.citigroup.com | Twitter: @Citi | YouTube: www.youtube.com/citi | Blog: http://blog.citigroup.com | Facebook: www.facebook.com/citi | LinkedIn: www.linkedin.com/company/citi.
Job Family Group:
Finance
Job Family:
Tax
Time Type:
Full time
Primary Location:
Tampa Florida United States
Primary Location Full Time Salary Range:
$49,010.00 - $68,390.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Assessment, Credible Challenge, Financial Acumen, Management Reporting, Risk Management.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Mar 19, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.Interested in working from home? This employer is open to candidates who want to work remote.
