Tax Intermediate Analyst

Citi; Mumbai; Hybrid; INR 1,200,000 - 1,800,000; Full time

Job summary

Citi currently seeks a Tax Intermediate Analyst – C11 level, based in Mumbai, India. This hybrid role requires handling tax liabilities, planning and reporting with autonomy, while collaborating with cross-functional teams. You’ll engage in FATCA/CRS related tasks and drive change within the tax function.

The ideal candidate brings 5–8 years of tax reporting experience, strong Excel and MS Office skills, and the ability to communicate clearly with stakeholders across the organization.

Qualifications

• Bachelor's degree in a quantitative field with strong analytical abilities.
• 5–8 years of experience in XML generation, 1042s and 1099 reporting, FATCA/CRS.
• Familiarity with IRS forms W-9 and W-8 and information reporting rules.

Responsibilities

• Manage tax liabilities for Citi with compliance, financial reporting, planning and controversy.
• Assist in planning, accounting, filing and reporting of the company's tax liabilities.
• Gather information for income tax filings across multiple jurisdictions.
• Participate in payments to tax authorities in compliance with regulations.
• Identify and resolve problems using autonomous judgment.
• Implement workflow changes and demonstrate function-specific knowledge.
• Act as owner for regular reporting or process administration.
• Direct day-to-day work of junior staff and supervise with minimal supervision.
• Exercise independence of judgment and communicate with senior stakeholders.

Skills

Assessment

Credible Challenge

Financial Acumen

Management Reporting

Risk Management

Education

Bachelor's degree in Data Science, Statistics, Finance, Computer Science, or related field

Tools

MS Excel

MS Office

Job description

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

We’re currently looking for a high caliber professional to join our team as Officer, Tax Intermediate Analyst Hybrid (Internal Job Title: Tax Intermediate Analyst – C11) based in Mumbai, India. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well‑being to help plan for your future. For instance:

• Citi provides programs and services for your physical and mental well‑being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life.

The Tax Intermediate Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgement when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

In this role, you’re expected to:

• Responsible for the overall management of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes.
• Contributes to the planning, accounting, filing and the reporting of tax liability of the company.
• Assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction.
• May participate in managing payments to tax authorities in compliance with specific tax regulations.
• Identifies and resolves problems using autonomous judgment.
• Implements work flow or process change and redesign, and uses a thorough knowledge of the specific function.
• Accountable for regular reporting or process administration as "owner".
• Primary focus is on execution within defined parameters.
• Assists in the management of one or more processes, reports, procedures or products.
• Directs day-to-day work of junior level employees.
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

As a successful candidate, you’d ideally have the following skills and exposure:

• Bachelor's degree/University degree or equivalent experience preferably Data Science, Statistics, Finance, Computer Science, or a related field.
• 5-8years relevant experience in XML generation, 1042s reporting, 1099 reporting, FATCA CRS reporting.
• Basic Understanding and working knowledge of IRS Forms W-9 and W-8 and information reporting rules, FATCA and CRS.
• Ability to act as a change agent for organization.
• Strong MS Office skills particularly Excel
• Quick learner with excellent communication skills, team orientation, and ability to work with counterparts in different areas of organization.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

#hybrid #LI-LG4

• Working Environment: office setting, minimal travel required.
• Effort: minimal physical effort required.

Job Family Group

Finance

Job Family

Tax

Time Type

Full time

Most Relevant Skills

Assessment, Credible Challenge, Financial Acumen, Management Reporting, Risk Management.

Other Relevant Skills

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

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.

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