Intermediate Associate Finance Tax Analyst

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.

Job 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

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

Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas

Qualifications :

Basic understanding of tax information reporting rules applicable to Persons and 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 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 skills required

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 Experience with Power BI, Python, KNIME, Xceptor, or other digital tools is preferred

Education :

BA Degree or equivalent work experience required

Job Family Group : Finance

Job Family : Tax

Time Type : Full time

Primary Location :

Tampa Florida United States

Primary Location Full Time Salary Range :

$62, - $87,

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 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 :

Oct 24, 2025