Associate Finance Tax Analyst

Citigroup • New Castle, DE • 1h ago

The Assoc Finance Tax Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Key Objectives

Execute functions from the Tax Information Reporting process tree including, but not limited to, tax form validation, withholding, information reporting, legal entity maintenance, and governance

Act as a tax information reporting specialist to execute operational and project initiatives

Act as an internally and externally recognized subject matter expert

Migration of work into our centralized hub

Develop best practices and implement appropriate procedures and controls to ensure consistent compliance with Information Reporting, FATCA, and/or CRS requirements

Support the team's Service Delivery model with all stakeholders

Identify and participate in process re-engineering and re-design activities to achieve better controls, compliance, and efficiencies

Support audits by tax authorities and Internal Audit

Support Technology projects from a tax technical perspective

Contribute towards departmental requirement to adhere to strict regulatory and compliance requirements per tax authority and Citi policy

Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas

Qualifications

Bachelor's degree

2-3 years of professional experience

Strong Microsoft Office skills including Microsoft Excel and PowerPoint

Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons, FATCA, and CRS.

Basic understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1098, 1099 series, and 1042-S; Forms 945 and 1042

Excellent communication skills to drive engagement and close interactions with key stakeholders. Provide basic advisory services primarily for internal clients

Ability to examine processes and procedures, experience with Process Re-engineering. Re-design and Process Automation experience is preferred

Liaison with Corporate Tax for complex tax advisory inquiries and policy requirements

Job Family Group:

Finance

Job Family:

Tax

Time Type:

Full time

Primary Location:

New Castle Delaware United States

Primary Location Full Time Salary Range:

$54,100.00 - $75,500.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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.

Anticipated Posting Close Date:

Nov 26, 2026

Automated Processing and AI

We 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.

Illinois residents - AI Notice and Right (https://tbcdn.talentbrew.com/company/287/cms/v3/docs/policies/Illinois\Career\Supplement_a11y.pdf)

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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf) poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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