Associate Finance Tax Analyst

Citi; New Castle (DE); On-site; USD 54,000 - 76,000; Full time

Job summary

Citi in New Castle, Delaware is seeking an Assoc Finance Tax Analyst to support tax liabilities management, planning, and compliance. The role emphasizes accurate tax filings, information gathering for multiple jurisdictions, and collaboration with cross-functional teams to optimize processes.

Ideal candidates have 1–2 years of experience, strong Excel skills, and a solid understanding of U.S. tax information reporting standards.

Qualifications

• 1–2 years of professional experience
• Basic understanding of U.S. tax information reporting rules
• Familiarity with IRS Forms W-9 and W-8, Forms 1099 series, 1042-S, 945 and 1042
• Strong communication skills to engage with stakeholders
• Experience with process improvement, re-engineering, or automation is a plus

Responsibilities

• Oversees the tax liabilities management for Citi, including compliance, financial reporting, planning and controversy processes.
• Supports planning, accounting, filing and reporting of company tax liabilities.
• Assists in gathering information for income tax filings across jurisdictions.
• May participate in payments to tax authorities in accordance with regulations.
• Leads small-to-medium finance teams of clerical or junior staff in task execution.
• Advises on procedures and concepts within tax functions and collaborates with other teams.

Skills

Microsoft Excel

Communication skills

Process Re-engineering

Financial acumen

Risk management

Management reporting

Tax information reporting

Assessment

Education

Bachelor's degree

Job description

The Assoc Finance Tax Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities

• 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.
• Directs small to medium-sized Finance operational/administrative team(s) of clerical or junior professional employees.
• Advises on procedures and concepts in technical/subject area and integrates with others in accomplishing the goals of the sub function/ job family.
• Improves process efficiencies in harmony of unit goals.
• Uses conceptual/ practical grounding in applying policies to the business
• Perform other duties and functions as assigned
• 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.

Qualifications

• 1-2 years of professional experience
• Strong Microsoft Office skills, primarily Microsoft Excel
• Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
• Basic understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1099 series, and 1042-S; Forms 945 and 1042. General understanding of FATCA and CRS
• Excellent communication skills to drive engagement and close interactions with key stakeholders
• Ability to examine processes and procedures, experience with Process Re-engineering. Re-design and Process Automation experience is preferred

Education

• Bachelor's degree

Job Family Group

Finance

Job Family

Tax

Time Type

Full time

Primary Location

New Castle Delaware United States

Primary Location Full Time Salary Range

$54,100.00 - $75,500.00

Benefits

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. 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.

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.

Anticipated Posting Close Date

Aug 13, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Equal Opportunity Employer

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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