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Vice President - Client Tax Operations at Citi - ApplyBlast

Vice President - Client Tax Operations

Citi

5 months ago

3.6 on Glassdoor

Remote

Full Time

Senior

0 applicants

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About this role

A Vice President, Client Tax Operations at Citi Wealth leads tax strategy and client alignment for global tax regulations impacting ultra-high-net-worth clients, serving as a tax leader at the intersection of tax regulation, client experience, data, technology, and operational governance.

Responsibilities

Provide authoritative tax guidance across FATCA, CRS, CARF, IRS Chapters 3, 4, and 61, W-8/W-9 documentation, FATCA, NRA and backup withholding, and 1099/1042-S information reporting
Own Wealth-specific tax interpretations and positions, ensuring consistency with enterprise standards while addressing Wealth client needs and risk tolerance
Act as a senior advisor to Wealth Client Services, Front Office partners, Legal, Risk and Compliance on client communications, disclosures, regulatory explanations, and sensitive tax-related inquiries
Lead large-scale remediation initiatives stemming from regulatory change, control failures, audit findings, or data quality gaps
Define the future-state tax operating model, including skills evolution across tax, data analytics, systems, automation, and AI

Skills

Qualifications

Bachelor’s degree in Accounting, Finance, Business, Information Systems, or related field7+ years of experience in tax operations, wealth management, financial services, or highly regulated environments2–3+ years of people leadership experienceDeep subject-matter expertise across IRS Chapters 3, 4, and 61, FATCA, CRS, CARF, W-8/W-9 documentation, NRA and backup withholding, 1099 and 1042-S reporting

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.