Tax Analyst (Tax reporting FATCA CRS) Officer

The Tax Analyst 1 is a trainee professional role. Requires a good knowledge of

the range of processes, procedures and systems to be used in carrying out

assigned tasks and a basic understanding of the underlying concepts and

principles upon which the job is based. Good understanding of how the team

interacts with others in accomplishing the objectives of the area. Makes

evaluative judgements based on the analysis of factual information. They are

expected to resolve problems by identifying and selecting solutions through the

application of acquired technical experience and will be guided by precedents.

Must be able to exchange information in a concise and logical way as well as be

sensitive to audience diversity. Limited but direct impact on the business

through the quality of the tasks/services provided. Impact of the job holder is

restricted to own job.

Responsibilities

• Basic understanding and working knowledge of IRS Forms W-8 and W-9 and their

associated requirements; Forms 1098, 1099 series, and 1042-S; Forms 945 and

1042

• Basic understanding of U.S. tax information reporting rules applicable to

U.S. Persons and non-U.S. Persons

• Contributes to the planning, accounting, filing and the reporting of tax

liability of the company.

• May participate in managing payments to tax authorities in compliance with

specific tax regulations.

• Advises on procedures and concepts in technical/subject area and integrates

with others in accomplishing the goals of the sub function/ job family.

• Improves process efficiencies in harmony of unit focus.
• Uses conceptual/ practical grounding in applying policies to the business.
• Perform other duties and functions as assigned
• 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.

• 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

• Strong Microsoft Office skills including Microsoft Excel and PowerPoint

Qualifications

• 4 to 6 years of relevant tax experience
• CRS and FATCA due diligence or withholding or IRS reporting experience is

mandatory for client tax reporting.

Education

• Bachelor’s degree

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Job Family Group

• Finance

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Job Family

• Tax

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Time Type

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• Most Relevant Skills

• Assessment, Credible Challenge, Financial Acumen, Management Reporting, Risk
• Management.

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• Other Relevant Skills

• Tax Accounting, Tax Reporting.

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• 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
• [https://www.citigroup.com/citi/accessibility/application-accessibility.htm].

• View Citi’s EEO Policy Statement
• [https://www.citigroup.com/global/eeo-aa-policy] and the Know Your Rights
• [https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf]
• poster.