Tax Operations Senior Analyst

Tax Operations Senior Analyst

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, communication to Citi’s Tax Operations team.

By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

We are seeking a skilled Tax Operations Analyst to join our Europe Wealth Client Tax Operations team in Warsaw, Poland. Citi Wealth offers unmatched global reach, coupled with a full range of portfolio management and investment advisory services, an array of structured lending and banking services, as well as expertise from Citi's Markets and Banking division.

This role is critical for maintaining and advancing client tax operations in Europe cluster withholding Taxes & Custody services such as tax reclaims, Relief at source within Poland. The successful candidate will conduct in-depth analysis of complex global client booking models, security services, perform reconciliations, identify operational risks, and ensure compliance with local tax regulations.

Citi Wealth Client Tax Operations Senior Analyst is an individual contributor role responsible for

ensuring complete, accurate and timely payments & tax form filing to local tax authorities.

This position also requires interaction with Business Management, Business Risk & Control, Legal and Compliance teams, and external stakeholders, making it essential to have a seasoned professional in this role.

Responsibilities

Ensure compliance with local tax regulations, including the preparation of account reconciliations for revenues and VAT/GST tax accounts for all legal vehicles within Citi Wealth International clusters

Prepare non-US tax reports covering multiple jurisdictions and products, including quarterly reconciliations and Swiss withholding taxes (e.g., Swiss FTT Form 9, Local withholding, and VAT)

Expertise in Tax Reclaim services, including Quick Refund and Relief at Source processes. Evaluating eligibility and preparing required documentations and ensuring compliance with local and international regulations. Navigate complex tax systems and provide guidance on maximizing eligible refunds

Manage critical tax-related issues & remediation activities impacting clients and business stakeholders to ensure smooth operations and regulatory compliance

Provide first-level support for inquiries from client advisors regarding the Tax Reclaim Service and handle the preparation and transmission of data files to custodians

Support the global implementation of Tax projects while contributing to strategic tax programs and technical implementations

Analyze tax transaction withholding processes from front to back and implement operational changes arising from process remediations or enhancements in collaboration with Business Change management & Technology partners.

Streamline process inconsistencies, mitigate risks, and maintain comprehensive process documentation, ensuring knowledge sharing across the team for effective tax operations and control functions

Ensure timely escalation of issues, track their resolution, and participate in governance forums

Collaborate closely with Business and Technology partners to identify gaps and drive process improvements

Qualifications

5 to 10 years of experience

A good track record of experience in a tax-related area and good understanding of tax reporting and operational tax processes

Good understanding of Cash & Stock Reconciliations

Swift notifications knowledge - MT599, MT546, MT568, MT566 as an asset

Corporate actions & income payments experience in EMEA and US markets

Experience in Tax Operations/ Tax Reclaims and/or Tax Technology organizations

Knowledge about the Double Tax Treaty Agreements, International Taxation, Custody Operations, Relief at source and reclaim

Experience in Tax Operations (Direct/Indirect Tax, Withholding TAX, Goods and Services Tax, Trading Tax etc.)

Good understanding of Investments and capital market products as well as trade execution and settlement processes

Strong multi-tasking, organizational and time management skills with experience in continuously following up with various stakeholders and execution teams

Ability to take initiative, self-motivate and consistently demonstrate a results-driven mindset

Strong analytical skills with the ability to conduct detailed analyses of complex tax processes

High level of integrity and ability to handle sensitive and confidential information in compliance with Swiss client data privacy laws

Critical thinking and drawing logical conclusions

Experience working both independently and, in a team-oriented, collaborative environment

Education & Skills

Bachelor's/University degree or equivalent experience, preferably in finance and banking

Fluent English: Ability to communicate effectively verbally and in writing in a concise and coherent manner with international clients and bankers. German speaking is an added plus

Proficiency in tax software and MS Office Suite (Excel, Power point, Visio & SharePoint), particularly Excel

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Job Family Group

• Operations - Transaction Services
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Job Family

• Securities and Derivatives Processing
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Time Type

• Full time
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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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