Job Description

We are seeking a skilled professional to join the Quality Management Team in Wealth Operations, specifically focusing on Client Tax Operations. This role involves executing and supporting the Quality Management framework for Client Tax Operations activities, contributing to adherence to submission deadlines and accuracy standards across various Tax jurisdictions. The Quality Management Analyst will play a crucial role in maintaining the integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess good understanding of tax reporting requirements, an eye for detail, and the ability to work effectively within a team.

Key Responsibilities:

• Quality Management Execution:

  • Execute Quality Management framework for Client Tax Operations.

  • Perform sample testing to review the accurate and timely solicitation in compliance with Tax authorities.

  • Conduct comprehensive data reconciliation and validation to ensure the integrity of Client Tax Operations.

• Tax Compliance Support:

  • Assist in managing and coordinating responses to queries from Tax Authorities and internal control assessments (e.g., MCA framework) specifically related to Client Tax Operations, under supervision.

  • Actively participate in relevant Tax forums and team discussions.

  • Identify potential discrepancies or issues in Client Tax Operations and escalate them appropriately to senior team members.

  • Contribute to the understanding and application of new or revised Tax requirements.

  • Support the development, maintenance, and enhancement of the risk and control framework for Tax reporting processes.

  • Stay informed on evolving global tax requirements, Citi policies, standards and adapt QA activities to meet compliance standards, especially those impacting wealth management products.

• Stakeholder Collaboration:

  • Collaborate with internal stakeholders (e.g., Corporate Tax, ICRM, Legal, Business Units) and external parties as required, to address QA issues and support remediation plans.

• Process Improvement Support:

  • Contribute to process improvement and automation initiatives within the Tax reporting function.

  • Assist in identifying and implementing best practices to enhance the efficiency, accuracy, and consistency of tax reporting.

  • Support the monitoring of data quality metrics and controls to ensure the integrity of data used for tax reporting.

• Risk Assessment Contribution:

  • Assist in conducting risk assessments to identify gaps in existing QA processes and support mitigating compliance risks.

• Reporting & Documentation:

  • Prepare and contribute to comprehensive reports on the status of QA programs, key findings, and recommendations for improvement.

Required Skills & Expertise:

• Educational Background: Bachelor's or Master's degree in Finance, Business, Economics, or a related field.

• Professional Experience:

  • Proven experience (typically 4+ years) in Tax Information Reporting or Quality Management within the financial services industry.

  • Working experience and knowledge of various Client Tax Reporting frameworks (e.g., FATCA, CRS, Relief at Source, Reclaim at Source) and indirect Tax regimes like GST, VAT, FTT will be preferred.

  • Prior experience in Due Diligence, withholding and reporting of Tax Information will be preferred.

  • Good understanding of key Tax reporting frameworks and requirements.

• Technical Skills:

  • Proficiency in reconciliation, advanced Excel functions, and automation tools.

  • Familiarity with data analytics and QA tools is a plus.

• Core Competencies:

  • Strong attention to detail and analytical skills.

  • Ability to work independently and collaboratively in a fast-paced environment.

  • Good communication and interpersonal skills, with the ability to interact with team members and internal stakeholders.

  • Ability to follow established processes and procedures.

  • Experience in managing documentation for Tax Authority submissions and audit trails.

Why Join Us?

• Global Impact: Contribute to ensuring compliance and operational excellence across global wealth management markets, safeguarding the integrity of our client experience, relationships, and services.

• Career Growth: Opportunity to develop and gain experience within a critical function, with potential for career advancement and exposure to diverse markets and products.

• Collaborative Environment: Work with top-tier professionals from diverse backgrounds and regions, in a culture that values teamwork, innovation, and continuous improvement.

Experience: 9-11 years

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Job Family Group:

Operations - Transaction Services

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Job Family:

Securities and Derivatives Processing

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Time Type:

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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