Global Tax Information Reporting Operations Head

4 days ago

Tampa FL USA, United States Citigroup Inc Full time
About the Role

Citigroup Inc., a leading global bank, is seeking a highly skilled and experienced professional to lead its Tax Information Reporting Operations team. As a key member of the company's Chief Operating Office, this individual will be responsible for overseeing the end-to-end client tax activities, including validation of client tax certifications, withholding, and information reporting under various tax regimes.

The successful candidate will have a strong understanding of U.S. tax information reporting rules, including IRS Chapter 61, 3, and 4, and related regulations. They will also have experience in financial services, with a proven track record of leading teams and driving organizational transformations.

Key Responsibilities
  • Lead a Team of Tax Professionals: The incumbent will be responsible for managing a team of tax professionals in the 3 Citi Service Centers globally and in certain legacy sites.
  • Oversee Tax Information Reporting Processes: The candidate will oversee the tax information reporting processes applicable to products issued by potentially any of Citi's core businesses, with a focus on predominately US Personal Banking.
  • Design Effective Processes: The successful candidate will act as an internally and externally recognized subject matter leader, designing effective and efficient processes, and influencing organizational changes as required with partners across the Bank to ensure end-to-end compliance.
  • Develop and Implement Policies/Procedures/Controls: The incumbent will develop and implement policies, procedures, and controls to ensure consistent compliance with US Information Reporting (1099/1042-S etc.) & FATCA/CRS requirements, including timely implementation of regulatory changes in operational processes, controls, and technology.
  • Provide Timely Feedback and Escalation: The candidate will provide timely feedback, escalation, and reporting to key stakeholders, and co-chair service delivery and tax risk forums with business partners.
  • Drive Process Reviews and Reengineering: The successful candidate will drive process reviews and reengineering to ensure processes are lean and efficient with a robust control framework.
  • Support and/or Lead Audit Interaction: The incumbent will support and/or lead audit interaction with IRS and Internal Audit (IA) and support any other special audits, including Qualified Intermediary (QI) periodic reviews.
  • Play Lead Role in Technology Strategy: The candidate will play a lead role in technology strategy in support of Tax Information Reporting requirements and efficiency levers.
  • Oversee and Drive Risk & Control Environment: The successful candidate will oversee and drive the risk and control environment, including control design, testing, and effectiveness, issue management and resolution, continuity of business planning, etc.
  • Lead and Drive Employee Engagement and Talent Management: The incumbent will lead and drive employee engagement and talent management initiatives.
  • Engage with Senior Business Partners: The candidate will engage heavily with most senior business partners (COOs and Product Heads) on contributing to prospective new business RFPs, and engage heavily with TIR Global Head and Global Advisory Lead on capabilities and/or impacts related to new product approvals, and/or input to influence new or changing Corp Tax guidance as it relates to Tax Information Reporting matters.
  • Adhere to Budget and Headcount Requirements: The successful candidate will adhere to budget and headcount requirements and maintain productivity plan and goals.

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