Custody Tax Lead Specialist

Citigroup Inc.; Warszawa; Hybrid; PLN 180,000 - 240,000; Full time

Job summary

A global financial institution is seeking a Custody Tax professional in Warsaw. The role involves managing tax refund processes, resolving queries from tax authorities, and ensuring compliance with policies. Ideal candidates should possess 2-5 years of experience in Custody or Financial Operations, fluency in English, and strong communication skills. This position offers a hybrid working model and a variety of employee benefits including medical care and performance bonuses.

Benefits

Private Medical Care Program

Life Insurance Program

Pension Plan contribution

Paid Parental Leave Program

Sport Card

Holidays Allowance

Learning and development resources

Discretionary annual performance related bonus

Qualifications

• 2-5 years relevant experience in Custody/Financial Operations/Funds.
• In-depth knowledge of custody processes is a strong asset.
• Ability to resolve complex issues related to hedge fund activities.

Responsibilities

• Manage the process of tax refund submissions.
• Resolve queries from tax authorities and support tax processes.
• Execute transactions and monitor errors for compliance.

Skills

Fluent English

Communication skills

Custody processes knowledge

Job description

Overview

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in process supervising and Custody/Operations knowledge to Citi’s Custody Tax Team.

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

Responsibilities

• Manages the end-to-end process of tax refund submissions for client distributions, including event capture, discrepancy reconciliation, and document submission to tax authorities.


• Resolves queries from tax authorities and provides support for other tax processes.


• Executes complex transactions and monitors errors to ensure adherence to audit and control policies.


• Maintains a strong understanding of tax area procedures and controls, ensuring compliance.


• Actively participates in compliance-related activities.


• Contributes to the development of technical infrastructure, including drafting Business Requirements Documents (BRDs), test scripts, and participating in User Acceptance Testing (UAT) and Production Validation Testing (PVT).


• Provides feedback on project-related activities and assists with special reports and projects.


• Assesses and mitigates risks in business decisions, safeguarding the firm's reputation and assets by ensuring compliance with laws, regulations, and policies, applying ethical judgment, and escalating control issues transparently.

Qualifications

• Fluent English and developed communication skills


• 2-5 years relevant experience in Custody/Financial Operations/Funds


• In-depth knowledge of custody processes would be great asset, combined with a solid understanding of fund industry standards and practices


• Latitude to resolve complex issues related to the analysis of hedge fund activities

We offer

By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as:

• Private Medical Care Program


• Life Insurance Program


• Pension Plan contribution (PPE Program)


• Employee Assistance Program


• Paid Parental Leave Program (maternity and paternity leave)


• Sport Card


• Holidays Allowance


• Sport and team recreation activities


• Special offers and discounts for employees


• Access to an array of learning and development resources


• A discretionary annual performance related bonus


• A chance to make a difference with various affinity networks and charity initiatives

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

We are an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Citi’s Accessibility information.