Citi Group Head Tax Information Reporting Advisory 

United States, New York, New York 

693932341

• Review, analyze and interpret new IRS information reporting and withholding tax guidance (e.g., laws, rules, & regulations), as well as new FATCA and CRS guidance, and partner with designated lines of business to determine the impact of such guidance on their products and procedures.
• Produce guidance memorandums to clarify tax treatment for certain products, activities, & transactions.
• Meet with business and operations areas on a regular basis to ensure a continued understanding of the Tax Information Reporting & Withholding requirements.
• Provide governance for the global QI periodic review certification across all of Citi’s QIs and Qualified Derivative Dealers (QDD) and the annual FATCA Compliance review.
• Research and respond to internal day-to-day questions from lines of businesses (e.g., questions regarding tax documentation, client types, payment source and character, requirements related to complex transactions and structures, etc.)
• Review and comment on language contained in new product approval documents to ensure requirements are accurate.
• Provide guidance to the lines of business on year-end tax reporting with respect to FATCA, CRS, Qualified Intermediary, Forms 1099, 1098, 1042-S filings.
• Maintain and update the firmwide FATCA Responsible Officer Certification Compliance Policy, the TIR Advisory Manager Control Assessments, and quarterly risk reporting obligations.
• Manage engagements with third party service providers (e.g., Big Four consultants) that support TIR Advisory
• Attend and participate in industry working groups, conferences, and committees.
• Prepare and present trainings.

• At least 7-10 years of relevant information reporting and withholding tax advisory experience.
• Demonstrate an extensive tax technical knowledge specifically, Ch. 3, Ch. 4, Ch. 61, 871(m), 302(b), 305(c), 1446(a) & (f) and corresponding regulations, as well as a specialized understanding of the front to back processes for withholding, remittance, and reporting.
• Self-motivated, highly adaptive, detail oriented, and demonstrated ability to work in a dynamic, fast-paced environment while still maintaining diligence and accuracy.
• Strong presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging with people at all levels of the organization.
• Ability to quickly grasp and explain complex business transactions/products.
• Ability to summarize complex regulations into terms easily understood by non-tax professionals.
• Ability to build positive relationships with the lines of business and tax operations teams.
• Ability to work independently and oversee multiple deliverables.
• Drives culture of innovation, diversity, and proactiveness

• Bachelor's/University degree, Master’s or JD degree preferred.

Anticipated Posting Close Date:

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