Tax Information Reporting Specialist

5 days ago


Newark, Delaware, United States Citigroup Inc Full time
About the Role

Citigroup Inc is seeking a skilled Tax Information Reporting Specialist to join our team. As a key member of our Finance department, you will be responsible for executing functions from the Tax Information Reporting process tree, including tax form validation, withholding, information reporting, legal entity maintenance, and governance.

Key Responsibilities

- Execute functions from the Tax Information Reporting process tree, including tax form validation, withholding, information reporting, legal entity maintenance, and governance
- Act as an internally and externally recognized subject matter expert
- Migration of work into our centralized hub
- Develop best practices and implement appropriate procedures and controls to ensure consistent compliance with Information Reporting, FATCA, and/or CRS requirements
- Support FRSS' Service Delivery model with all stakeholders
- Identify and participate in process re-engineering and re-design activities to achieve better controls, compliance, and efficiencies
- Support audits by tax authorities and Internal Audit
- Support Technology projects from a tax technical perspective

Requirements

- 2-3 years of professional experience
- Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
- Strong Microsoft Office skills including Microsoft Excel and PowerPoint
- Basic understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1098, 1099 series, and 1042-S; Forms 945 and 1042
- Excellent communication skills to drive engagement and close interactions with key stakeholders

About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

What We Offer

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.

Equal Employment Opportunity

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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