Investor Services Technology - Tax Solutions Lead - Senior Vice President

Responsibilities

• Transformation Roadmap Define and execute the multi-year technology transformation roadmap for Citi's global tax reclaim operations — prioritizing automation, straight-through processing
• elimination of manual intervention across all reclaim workflows.
• Reclaim Lifecycle Platform Architect and deliver an end-to-end tax reclaim platform covering eligibility assessment, documentation generation, claim submission to tax authorities, status tracking
• recovery reconciliation — with full audit trail and client reporting.
• Regulatory Intelligence Build a regulatory intelligence layer that tracks treaty changes, tax authority requirements
• deadline calendars across 60+ jurisdictions — ensuring the platform remains current and compliant as global tax rules evolve.
• Intelligent Automation Deploy AI/ML and intelligent document processing (IDP) to automate document classification, data extraction, eligibility rules application
• exception handling — dramatically reducing manual processing time and error rates.
• Client Transparency Deliver real-time client-facing dashboards and reporting capabilities that provide full visibility into reclaim status, recovery timelines
• tax recovery performance — differentiating Citi's service proposition in the market.
• Global Team & Delivery Lead a global engineering and transformation team, managing delivery across multiple geographies and time zones.
• Partner with Tax Operations, Legal, Compliance, and Custody Technology to ensure seamless integration and adoption.
• Experience: 10+ years in technology leadership, with experience in regulatory compliance, tax technology
• financial operations transformation 5+ years leading large-scale technology transformation programs in a global financial institution Proven track record delivering automation and digitization programs that eliminate manual processing at scale Technical: Experience with intelligent document processing (IDP), OCR
• NLP for document automation Strong command of workflow orchestration, BPM platforms
• rules engine design Hands-on Proficiency in Java, Angular/React, Oracle
• cloud-native development Experience with regulatory data management, audit trail design
• compliance reporting Domain: Understanding of withholding tax reclaim processes: eligibility, treaty relief, documentation
• submission to tax authorities Familiarity with global tax treaty frameworks and key jurisdictions (EU, US, Asia-Pacific) Knowledge of custody operations, corporate actions
• income processing as they relate to tax reclaim Awareness of FATCA, CRS
• other global tax transparency and reporting regimes Education : Bachelor's or Master's degree in Computer Science, Engineering, Finance
• Information technology ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Applications Development ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Jersey City New Jersey United States ------------------------------------------------------ Primary Location Full Time Salary Range: $176,720.00 - $265,080.00 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
• date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jul 06, 2026 ------------------------------------------------------ Citi is an equal opportunity employer
• 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
• any other characteristic protected by law.
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