Tax Intermediate Analyst - Tax Information Reporting

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

Tax Intermediate Analyst - Tax Information Reporting

Job Req Id: 26984211

Location(s):

Mumbai, Maharashtra, India

Job Type:

Hybrid

Posted:

Sep. 02, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

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.

Responsibilities

• 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 (and potentially team leader) to execute operational and project initiatives
• Act as an internally and externally recognized subject matter expert
• Migration of work into our centralized hub
• 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
• Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas

Qualifications

1. Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
2. 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
3. Excellent communication skills to drive engagement and close interactions with key stakeholders. Provide basic advisory services primarily for internal clients
4. Ability to examine processes and procedures, experience with Process Re-engineering. Re-design and Process Automation experience is preferred
5. Ability to act as a change agent for organizational and product transformational initiatives
6. Project Management experience preferred and strong organizational skills required
7. Ability to interact with all levels of internal customers and senior management
8. Liaison with Corporate Tax for complex tax advisory inquiries and policy requirements
9. Strong Microsoft Office skills including Microsoft Excel and PowerPoint
10. Experience with Power BI, Python, KNIME, Xceptor, or other digital tools is preferred
11. Working Environment: office setting, minimal travel required.
12. Effort: minimal physical effort required.

Job Family Group:

Finance

Job Family:

Tax

Time Type:

Full time

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.

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.