Intermediate Tax Analyst - Hybrid

Citi; Tampa (FL); Hybrid; USD 62,000 - 88,000; Full time

Job summary

An established industry player is seeking an Intermediate Tax Analyst to join their dynamic team in Tampa. This hybrid role offers the opportunity to engage in vital tax information reporting activities, ensuring compliance with IRS regulations and fostering operational excellence. Ideal candidates will possess a strong foundation in tax rules, excellent communication skills, and a knack for process re-engineering. You'll be part of a diverse environment that values innovation and personal development, contributing to a mission that impacts clients globally. If you are passionate about tax compliance and eager to make a difference, this is the perfect opportunity for you.

Benefits

Medical, dental & vision coverage

401(k) plan

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Qualifications

• 2+ years of related tax experience required.
• Understanding of IRS forms and tax regulations is essential.
• Strong communication and organizational skills needed.

Responsibilities

• Execute tax information reporting processes and governance.
• Act as a subject matter expert and support audits.
• Identify and implement process improvements for compliance.

Skills

U.S. tax information reporting rules

IRS Forms W-9 and W-8

Forms 1098, 1099 series, and 1042-S

Process Re-engineering

Project Management

Advanced Excel skills

Communication skills

Education

Bachelor's Degree

Tools

Microsoft Office

Excel

PowerPoint

Job description

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Intermediate Associate Finance Tax Analyst, Officer

As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do. We keep the bank safe and provide the technical tools our workers need to be successful. We design our digital architecture and ensure our platforms provide a first-class customer experience. Our operations teams manage risk, resources, and program management. We focus on enterprise resiliency and business continuity. We develop, coordinate, and execute strategic operational plans. Essentially, Enterprise Operations & Technology re-engineers client and partner processes to deliver excellence through secure, reliable, and controlled services.

Tax Information Reporting (TIR) is responsible for end-to-end client tax activities including validation of client tax certifications, withholding, information reporting under Internal Revenue Service, Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS) regimes, Citi-wide governance, and US non-income tax including sales & use tax, personal property tax, and others.

Our commitment to diversity includes a workforce that represents the clients we serve globally from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together.

• Execute functions from the Tax Information Reporting process tree including, but not limited to, tax form validation, withholding, information reporting, legal entity maintenance, and governance
• Act as a tax information reporting specialist to execute operational and project initiatives
• 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 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
• Contribute towards departmental requirement to adhere to strict regulatory and compliance requirements per tax authority and Citi policy
  
  

Qualifications

• 2+ yrs of related tax experience
• Bachelor's Degree or equivalent in experience
• 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 1098, 1099 series, and 1042-S; Forms 945 and 1042
• Excellent communication skills to drive engagement and close interactions with key stakeholders. Provide basic advisory services primarily for internal clients
• Ability to examine processes and procedures, experience with Process Re-engineering. Re-design and Process Automation experience is preferred
• Ability to act as a change agent for organizational and product transformational initiatives
• Project Management experience preferred and strong organizational and multi-tasking skills required
• Well versed in standard desktop technology with advanced Excel skills.
• Ability to interact with all levels of internal customers and senior management
• Liaison with Corporate Tax for complex tax advisory inquiries and policy requirements
• Strong Microsoft Office skills including Microsoft Excel and PowerPoint
  
  

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Job Family Group:

Finance

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Job Family:

Tax

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Time Type:

Full time

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Primary Location:

Tampa Florida United States

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Primary Location Full Time Salary Range:

$62,620.00 - $87,380.00

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.

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Anticipated Posting Close Date:

May 09, 2025

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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.

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 review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Banking, Financial Services, and Investment Banking

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