Tax Operations Expert
Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, communication to Citi’s Tax Operations team.
By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Team/Role Overview
We are seeking a skilled Tax Operations Analyst to join our Europe Wealth Client Tax Operations team in Warsaw, Poland. Citi Wealth offers unmatched global reach, coupled with a full range of portfolio management and investment advisory services, an array of structured lending and banking services, as well as expertise from Citi's Markets and Banking division.
This role is critical for maintaining and advancing client tax operations in the Europe cluster, including withholding taxes and custody services such as tax reclaims and relief at source within Poland. The successful candidate will conduct in‑depth analysis of complex global client booking models, perform reconciliations, identify operational risks, and ensure compliance with local tax regulations.
Citi Wealth Client Tax Operations Senior Analyst is an individual contributor role responsible for ensuring complete, accurate and timely payments and tax‑form filing to local tax authorities.
This position also requires interaction with Business Management, Business Risk & Control, Legal and Compliance teams, and external stakeholders, making it essential to have a seasoned professional in this role.
Responsibilities
Ensure compliance with local tax regulations, including the preparation of account reconciliations for revenues and VAT/GST tax accounts for all legal vehicles within Citi Wealth International clusters.
Prepare non‑US tax reports covering multiple jurisdictions and products, including quarterly reconciliations and Swiss withholding taxes (e.g., Swiss FTT Form 9, local withholding, and VAT).
Expertise in Tax Reclaim services, including Quick Refund and Relief at Source processes; evaluate eligibility, prepare required documentation, and ensure compliance with local and international regulations; navigate complex tax systems and provide guidance on maximizing eligible refunds.
Manage critical tax‑related issues and remediation activities impacting clients and business stakeholders to ensure smooth operations and regulatory compliance.
Provide first‑level support for inquiries from client advisors regarding the Tax Reclaim Service and handle the preparation and transmission of data files to custodians.
Support the global implementation of tax projects while contributing to strategic tax programs and technical implementations.
Analyze tax transaction withholding processes from front to back and implement operational changes arising from process remediations or enhancements in collaboration with business change management and technology partners.
Streamline process inconsistencies, mitigate risks, and maintain comprehensive process documentation, ensuring knowledge sharing across the team for effective tax operations and control functions.
Ensure timely escalation of issues, track their resolution, and participate in governance forums.
Collaborate closely with business and technology partners to identify gaps and drive process improvements.
Qualifications
Good track record in a tax‑related area and strong understanding of tax reporting and operational tax processes.
Good understanding of cash & stock reconciliations.
Swift notifications knowledge – MT599, MT546, MT568, MT566 as an asset.
Corporate actions & income payments experience in EMEA and US markets.
Experience in tax operations, tax reclaims and/or tax technology organizations.
Knowledge of double tax treaty agreements, international taxation, custody operations, relief at source, and reclaim.
Experience in tax operations (direct/indirect tax, withholding tax, goods and services tax, trading tax etc.).
Good understanding of investments and capital‑market products as well as trade execution and settlement processes.
Strong multitasking, organizational and time‑management skills with experience in following up with various stakeholders and execution teams.
Ability to take initiative, self‑motivate and consistently demonstrate a results‑driven mindset.
Strong analytical skills with the ability to conduct detailed analyses of complex tax processes.
High level of integrity and ability to handle sensitive and confidential information in compliance with Swiss client data‑privacy laws.
Critical thinking and logical deduction.
Experience working both independently and in a team‑oriented, collaborative environment.
Education & Skills
Bachelor’s/University degree or equivalent experience, preferably in finance and banking.
Fluent English – ability to communicate verbally and in writing in a concise and coherent manner with international clients and bankers; German speaking is an added plus.
Proficiency in tax software and MS Office Suite (Excel, Power Point, Visio & Share Point), particularly Excel.
We Offer
Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources
Discretionary annual performance‑related bonus
Opportunity to make a difference with various affinity networks and charity initiatives
Alongside these benefits, Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.
Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to 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.
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