Tax Intermediate Analyst - Tax Information Reporting
Citi (company site, opens in a new tab)MumbaiOn-siteDirect career pageEst. 10–18 LPA
Posted on 2 Sept
Your match
Against your primary resume
Log in to see your match score
Create a free account or log in to unlock your CV match score across:
- Role fit
- Experience
- Industry relevance
Reach people at Citi
People at this company you can reach
Log in to see who works here
Create a free account or log in to see the people at Citi you could write to:
- Recruiters & HR
- People in this function
- Work addresses
Protocol Intelligence
How competitive this role is
Competition
Background fit
Strictness
Log in to see why each signal reads the way it does.
Job description
Structured overview of role & requirements
About This Role
- Execute tax information reporting processes including form validation, withholding, reporting, legal entity maintenance, and governance under IRS, FATCA, and CRS rules.
- Serve as a tax information reporting specialist and potential team leader; support operational and project initiatives including migration of work to centralized hub.
- Participate in process re-engineering, support audits, technology projects, and ensure compliance with tax regulations and Citi policies.
Minimum Requirements
- Basic understanding of U.S. tax information reporting rules for U.S. and non-U.S. persons.
- Working knowledge of IRS Forms W-9, W-8, 1098, 1099 series, 1042-S, 945, and 1042.
- Strong communication skills with ability to engage stakeholders and provide basic advisory services.
- Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Experience with process re-engineering, redesign, and preferably process automation in a tax or finance environment.
- Ability to act as a change agent supporting organizational and product transformation initiatives.
- Familiarity with project management and strong organizational skills; experience with digital tools like Power BI, Python, KNIME, or Xceptor preferred.