Citi Group Tax Operations Senior Analyst 

Switzerland, Zurich, Zurich 

35046533

Citi Wealth Client Tax Operations Senior Analyst is an individual contributor role responsible for ensuring complete, accurate and timely payments & tax form filing to local tax authorities.

This position also requires interaction with government tax authorities and external stakeholders, making it essential to have a seasoned professional in this role across international clusters.

Responsibilities:

• 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).
• 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.
• Manage critical tax-related issues & remediation activities impacting clients and business stakeholders to ensure smooth operations and regulatory compliance.
• Provide leadership and tax SME expertise to the Client Tax Operations team in Poland and India by quickly acquiring Citi's institutional knowledge to understand business segments and legal entities.
• Support additional regulatory tax reporting such as U.S. Qualified Intermediary, FATCA, and Automatic Exchange of Information (CRS Reporting).
• 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 GST/VAT regulations 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 & Technology partners.
• Develop business requirements for system-related enhancements and manage the end-to-end implementation of new or amended taxes.
• Streamline process inconsistencies, mitigate risks, and maintain comprehensive process documentation, ensuring knowledge sharing across the team for effective tax operations and control functions.

Qualifications:

• A good track record of experience in a tax-related area and good understanding of tax reporting and operational tax processes.
• Knowledge about the 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.)
• Experience in International Taxation and Tax Treaty is an added advantage.
• Deep understanding of Swiss tax laws and regulations, particularly VAT and GST. Knowledge of US Tax reporting FATCA, US1099 and CRS regulation is a plus.
• Strong multi-tasking, organizational and time management skills with experience in continuously following up with various stakeholders and execution teams.
• 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.

Education & Skills:

• Bachelor's/University degree or equivalent experience, preferably in finance and banking
• Fluent 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 plus.
• Proficiency in tax software and MS Office Suite, particularly Excel.

We offer:

• Exposure to a wide range of internal stakeholders as well as to senior management
• Excellent global career growth opportunities
• International and multicultural work environment
• Management supporting balanced and agile work (flexible working hours, home office)
• A chance to make a difference with various affinity networks and charity initiatives.
• Attractive benefits package

Time Type:

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