Tax Operations Expert

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 Europe cluster withholding Taxes & Custody services such as tax reclaims, Relief at source within Poland. The successful candidate will conduct in-depth analysis of complex global client booking models, security services, 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 forensuring complete, accurate and timely payments & 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 clustersPrepare 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. Evaluating eligibility and preparing required documentations and ensuring compliance with local and international regulations. Navigate complex tax systems and provide guidance on maximizing eligible refundsManage critical tax-related issues & remediation activities impacting clients and business stakeholders to ensure smooth operations and regulatory complianceProvide first-level support for inquiries from client advisors regarding the Tax Reclaim Service and handle the preparation and transmission of data files to custodiansSupport the global implementation of Tax projects while contributing to strategic tax programs and technical implementationsAnalyze tax transaction withholding processes from front to back and implement operational changes arising from process remediations or enhancements in collaboration with Business Change management & Technology partners.Streamline process inconsistencies, mitigate risks, and maintain comprehensive process documentation, ensuring knowledge sharing across the team for effective tax operations and control functionsEnsure timely escalation of issues, track their resolution, and participate in governance forumsCollaborate closely with Business and Technology partners to identify gaps and drive process improvementsQualifications: A good track record of experience in a tax-related area and good understanding of tax reporting and operational tax processesGood understanding of Cash & Stock ReconciliationsSwift notifications knowledge - MT599, MT546, MT568, MT566 as an assetCorporate actions & income payments experience in EMEA and US marketsExperience in Tax Operations/ Tax Reclaims and/or Tax Technology organizationsKnowledge about the Double Tax Treaty Agreements, International Taxation, Custody Operations, Relief at source and reclaimExperience 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 processesStrong multi-tasking, organizational and time management skills with experience in continuously following up with various stakeholders and execution teamsAbility to take initiative, self-motivate and consistently demonstrate a results-driven mindsetStrong analytical skills with the ability to conduct detailed analyses of complex tax processesHigh level of integrity and ability to handle sensitive and confidential information in compliance with Swiss client data privacy lawsCritical thinking and drawing logical conclusionsExperience working both independently and, in a team-oriented, collaborative environmentEducation & Skills:Bachelor's/University degree or equivalent experience, preferably in finance and bankingFluent English: Ability to communicate effectively verbally and in writing in a concise and coherent manner with international clients and bankers. German speaking is an added plusProficiency in tax software and MS Office Suite (Excel, Power point, Visio & SharePoint), particularly ExcelWe offer:By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as:Private Medical Care ProgramLife Insurance ProgramPension Plan contribution (PPE Program)Employee Assistance ProgramPaid Parental Leave Program (maternity and paternity leave) Sport CardHolidays AllowanceSport and team recreation activitiesSpecial offers and discounts for employeesAccess to an array of learning and development resources A discretional annual performance related bonusA chance to make a difference with various affinity networks and charity initiativesAlongside 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. ------------------------------------------------------Job Family Group: Finance------------------------------------------------------Job Family:Tax------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location Full Time Salary Range:120 200,00 zł - 190 000,00 zł------------------------------------------------------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.------------------------------------------------------Automated Processing and AIWe use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.------------------------------------------------------This job opening is for an existing job vacancy.------------------------------------------------------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.