Tax Analyst (Tax reporting FATCA CRS) Officer

Citi; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Citi is seeking a Tax Analyst for its New York location, focusing on tax reporting, compliance, and financial liabilities. This role demands 2 to 4 years of experience, experience with FATCA and CRS tools, and a Bachelor's degree. The Tax Analyst will engage with stakeholders and manage operational processes aimed at improving tax reporting efficiency.

Excellent communication and Microsoft Office skills are essential for this position. Citi is committed to equal opportunity employment.

Qualifications

• 2 to 4 years of experience in tax reporting or related fields.
• Basic understanding of U.S. tax information reporting rules.
• Excellent communication skills to engage with stakeholders.

Responsibilities

• Manage tax liabilities and compliance processes for Citi.
• Compile information for income tax filings across jurisdictions.
• Advise on procedures in the tax reporting area.

Skills

Tax reporting & Internal Audit

FATCA tools experience

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor’s degree

Tools

CRS tools

Job description

Tax Analyst (Tax reporting FATCA CRS) Officer

Job Req Id: 25900105

Location: Mumbai, Maharashtra, India

Job Type: On-Site/Resident

Posted: Aug. 19, 2025

Job Overview

The Tax Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. 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 job.

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 focus.
• 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.
• 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.
• Strong Microsoft Office skills including Microsoft Excel and PowerPoint.

Qualifications

• 2 to 4 years of experience.
• CRS and FATCA tools experience is mandatory.
• Tax reporting & Internal Audit.

Education

• Bachelor’s degree.

Equal Opportunity Employment

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, please refer to the Accessibility at Citi.

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