Tax Information Reporting Specialist Hybrid Mumbai

Citi; New York (NY); Hybrid; USD 9,500 - 19,000; Full time

Job summary

Citi is hiring a Tax Intermediate Analyst for Tax Information Reporting in a hybrid setup. The role requires knowledge of U.S. tax information reporting rules and IRS forms, with exposure to automation and process improvements. Strong communication and project-management skills are essential.

Join Citi to contribute to governance, information reporting, and cross-team collaborations while supporting audits and regulatory compliance in a global banking environment.

Qualifications

• Basic understanding of U.S. tax information reporting rules for U.S. and non-U.S. Persons.
• Knowledge of IRS forms W-9/W-8 and related forms (1098, 1099, 1042-S, 945).
• Strong communication skills to engage internal stakeholders.
• Experience with process re-engineering and automation is a plus.
• Ability to drive organizational change and manage projects.

Responsibilities

• Execute functions from the Tax Information Reporting process including form validation, withholding, information reporting, and governance.
• Lead or support operational and project initiatives as a tax information reporting specialist.
• Serve as a subject matter expert in tax information reporting within Citi.
• Migrate work into a centralized hub.
• Support the Service Delivery model with stakeholders and audits.
• Identify opportunities for process redesign to improve controls and efficiency.
• Assist with audits by tax authorities and internal audits.
• Contribute to tax technology projects from a tax perspective.
• Ensure compliance with regulatory requirements and Citi policies.
• Review written tax policy and respond to inquiries from operations.

Skills

US tax basics

IRS forms W-9/W-8

Stakeholder comms

Process re-engineering

Project management

Excel

Power BI

KNIME

Python

Education

Bachelor's in Finance/Accounting

Tools

Excel

Power BI

KNIME

Python

Xceptor

Job description

Citi is hiring a Tax Intermediate Analyst for Tax Information Reporting in a hybrid setup. The role requires knowledge of U.S. tax information reporting rules and IRS forms, with exposure to automation and process improvements. Strong communication and project-management skills are essential.

Join Citi to contribute to governance, information reporting, and cross-team collaborations while supporting audits and regulatory compliance in a global banking environment.