Investor Services Technology - Tax Solutions Lead - Senior Vice President

Citi's Investor Services Technology group is seeking a transformation

focused Tax Reclaim Transformation Technology Lead the end-to-end digitization

and automation of Citi's global withholding tax reclaim operations — one of the

most complex and high-value operational domains in global custody.

This role will drive the replacement of manual, fragmented tax reclaim processes

with an intelligent, automated platform that manages the full reclaim lifecycle

— from eligibility determination and documentation management through claim

submission, tracking, and recovery reconciliation — across 60+ tax jurisdictions

globally.

The ideal candidate brings deep expertise in tax technology or regulatory

compliance platforms, combined with strong engineering leadership and a proven

ability to deliver large-scale transformation programs in a complex, global

financial institution.

Responsibilities

• Transformation Roadmap

Define and execute the multi-year technology transformation roadmap for

Citi's global tax reclaim operations — prioritizing automation,

straight-through processing, and elimination of manual intervention across

all reclaim workflows.

• Reclaim Lifecycle Platform

Architect and deliver an end-to-end tax reclaim platform covering eligibility

assessment, documentation generation, claim submission to tax authorities,

status tracking, and recovery reconciliation — with full audit trail and

client reporting.

• Regulatory Intelligence

Build a regulatory intelligence layer that tracks treaty changes, tax

authority requirements, and deadline calendars across 60+ jurisdictions —

ensuring the platform remains current and compliant as global tax rules

evolve.

• Intelligent Automation

Deploy AI/ML and intelligent document processing (IDP) to automate document

classification, data extraction, eligibility rules application, and exception

handling — dramatically reducing manual processing time and error rates.

• Client Transparency

Deliver real-time client-facing dashboards and reporting capabilities that

provide full visibility into reclaim status, recovery timelines, and tax

recovery performance — differentiating Citi's service proposition in the

market.

• Global Team & Delivery

Lead a global engineering and transformation team, managing delivery across

multiple geographies and time zones. Partner with Tax Operations, Legal,

Compliance, and Custody Technology to ensure seamless integration and

adoption.

Experience

• 10+ years in technology leadership, with experience in regulatory compliance,

tax technology, or financial operations transformation

• 5+ years leading large-scale technology transformation programs in a global

financial institution

• Proven track record delivering automation and digitization programs that

eliminate manual processing at scale

Technical

• Hands-on Proficiency in Java, Angular/React, Oracle, and cloud-native

development

• Experience with intelligent document processing (IDP), OCR, and NLP for

document automation

• Strong command of workflow orchestration, BPM platforms, and rules engine

design

• Experience with regulatory data management, audit trail design, and

compliance reporting

Domain

• Understanding of withholding tax reclaim processes: eligibility, treaty

relief, documentation, and submission to tax authorities

• Familiarity with global tax treaty frameworks and key jurisdictions (EU, US,

Asia-Pacific)

• Knowledge of custody operations, corporate actions, and income processing as

they relate to tax reclaim

• Awareness of FATCA, CRS, and other global tax transparency and reporting

regimes

Education

• Bachelor's or Master's degree in Computer Science, Engineering, Finance, or

Information technology

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JOB FAMILY GROUP

• Technology

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JOB FAMILY

• Applications Development

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TIME TYPE

• Full time

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PRIMARY LOCATION

• Jersey City New Jersey United States

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PRIMARY LOCATION FULL TIME SALARY RANGE

• $176,720.00 - $265,080.00

• 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.

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MOST RELEVANT SKILLS

Please see the requirements listed above.

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OTHER RELEVANT SKILLS

For complementary skills, please see above and/or contact the recruiter.

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ANTICIPATED POSTING CLOSE DATE

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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.