CrawlJobs Logo

Tax Intermediate Reporting Analyst

https://www.citi.com/ Logo

Citi

Location Icon

Location:
India , Mumbai

Category Icon
Category:

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

Not provided

Job Description:

The Tax Intermediate Reporting Analyst position is responsible for managing end-to-end client tax activities including validation of client tax certifications, withholding processes, information reporting under IRS, FATCA, and CRS regimes, Citi-wide tax governance, and US non-income tax activities. The role operates with low oversight and requires a high degree of independence and initiative.

Job Responsibility:

  • Manage Tax information reporting operations
  • Enhance Tax Information Reporting capabilities
  • Ensure strong controls from Operations and Audit perspective
  • Act as tax/information reporting specialist for FATCA advisory/rollout
  • Execute tax information reporting processes for Citi's business products
  • Migrate work into centralized hub
  • Develop Go To processes and implement procedures/controls
  • Ensure compliance with Information Reporting & FATCA requirements
  • Ensure adherence to KPI's and KRI's
  • Support process improvements/reengineering initiatives
  • Support Service Delivery/Engagement model
  • Resolve basic, moderately, and complex problems
  • Manage Citi's tax liabilities
  • Support audits with IRS and Internal Audit
  • Participate in self-assessment testing and MCA
  • Manager Review and validation process of W-8 and W-9 tax forms
  • Support Technology projects from technical tax perspective
  • Perform reviews of written tax policy and procedures

Requirements:

  • Min 6 to 8 Years of relevant experience
  • Bachelor's degree graduate
  • Conceptual and practical grounding in applying policies to the business
  • Experience with Tax Information Reporting
  • Knowledge of IRS regulations including Chapter 3, chapter 61 and FATCA regulations
  • Experience with tax withholding processes
  • Experience with US non-income tax activities
  • Financial acumen
  • Risk management skills
  • Management reporting experience

Nice to have:

  • Assessment skills
  • Credible challenge ability
  • Process reengineering and redesign experience
  • Technology project support experience
  • Leadership qualities
What we offer:
  • Career growth opportunities
  • Opportunity to give back to community
  • Make real impact
  • Global team environment

Additional Information:

Job Posted:
November 26, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Tax Intermediate Reporting Analyst

Tax Intermediate Analyst

The Tax Intmd. Analyst is a developing professional role. Deals with most proble...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3-6 years relevant experience
  • Bachelors degree
  • Good understanding of industry standards and practices
  • Developed communication and diplomacy skills
  • Ability to review regulations and guidelines
  • Ability to explain complex information in layman terms
  • Attention to detail
  • Analytical thinking
  • Knowledge of data analysis tools and methodologies
Job Responsibility
Job Responsibility
  • Responsible for in-scope processes related to one or multiple Citi lines of business within the centralized Tax Information Reporting (TIR) function in Operations
  • Develop into an SME for the workstreams/process they support
  • Contribute effectively to various workstreams within the Assurance & Compliance Team (ACT)
  • Contribute to facilitation of ongoing compliance monitoring for Qualified Intermediary (QI) governance process
  • Identify and help manage migration of ACT governance processes to new technology solutions
  • Participate in tax conferences, webinars and training
  • Actively contribute towards creation of TIR training content
  • Support Technology projects from a technical tax perspective
  • Implement work flow or process change and redesign
  • Assess risk when business decisions are made
What we offer
What we offer
  • Best-in-class benefits
  • Global Benefits
  • Fulltime
Read More
Arrow Right

Tax Intermediate Analyst

The Tax Intermediate Analyst is a developing professional role. Deals with most ...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-5 years experience in direct tax
  • Chartered Accountant
Job Responsibility
Job Responsibility
  • Responsible for the overall management of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes
  • Contributes to the planning, accounting, filing and the reporting of tax liability of the company
  • Assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction
  • May participate in managing payments to tax authorities in compliance with specific tax regulations
  • Identifies and resolves problems using autonomous judgment
  • Implements work flow or process change and redesign, and uses a thorough knowledge of the specific function
  • Accountable for regular reporting or process administration as 'owner'
  • Primary focus is on execution within defined parameters
  • Assists in the management of one or more processes, reports, procedures or products
  • Has the ability to operate with a limited level of direct supervision
  • Fulltime
Read More
Arrow Right

Tax Intermediate Analyst

The Tax Intermediate Analyst is a developing professional role responsible for m...
Location
Location
Ireland , Dublin
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant experience in similar role
  • Bachelor’s degree
  • Act as an internally and externally recognized subject matter expert in tax reclaims and relief at source
  • Support Technology projects from a tax technical perspective and perform UAT testing
  • Work as part of team to ensure all tax reclaim and relief at source activities are covered to the highest standard with a ‘no surprises’ attitude
  • Frequent interaction with the business, custodians and the asset services team to provide guidance on taxable markets and events, and provide supporting evidence to tax authorities inquiries on filed reclaims
  • Understanding the product and market nuances is paramount
  • Support audits by tax authorities and Internal Audit
  • Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas
Job Responsibility
Job Responsibility
  • Responsible for the overall management of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes
  • Contributes to the planning, accounting, filing and the reporting of tax liability of the company
  • Assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction
  • May participate in managing payments to tax authorities in compliance with specific tax regulations
  • Identifies and resolves problems using autonomous judgment
  • Implements work flow or process change and redesign, and uses a thorough knowledge of the specific function
  • Accountable for regular reporting or process administration as 'owner'
  • Primary focus is on execution within defined parameters
  • Assists in the management of one or more processes, reports, procedures or products
  • Has the ability to operate with a limited level of direct supervision
What we offer
What we offer
  • Competitive base salary (annually reviewed)
  • Hybrid working model (up to 2 days working at home per week)
  • Additional benefits supporting employees and their families to be well, live well and save well
  • Fulltime
Read More
Arrow Right

Tax Intermediate Senior Analyst Officer

This role is part of the Tax Information Reporting (TIR) organization, responsib...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-3 years of professional experience
  • Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
  • Strong Microsoft Office skills including Microsoft Excel and PowerPoint
  • Basic understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements
  • Basic understanding and working knowledge of Forms 1098, 1099 series, and 1042-S
  • Basic understanding and working knowledge of Forms 945 and 1042
  • Excellent communication skills to drive engagement and close interactions with key stakeholders
  • Ability to examine processes and procedures, experience with Process Re-engineering
  • Ability to act as a change agent for organizational and product transformational initiatives
  • Ability to interact with all levels of internal customers and senior management
Job Responsibility
Job Responsibility
  • Execute functions from the Tax Information Reporting process tree including tax form validation, withholding, information reporting, legal entity maintenance, and governance
  • 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 TIR'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 Audits related to FATCA and CRS
  • 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
  • Fulltime
Read More
Arrow Right

Payroll Tax Analyst

Our client is looking for a Payroll Tax Analyst in Sugar Land, Texas. In this ro...
Location
Location
United States , Sugar Land
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 3 years of experience in multi-state payroll tax processing and reporting
  • Strong knowledge of payroll tax laws and regulations across multiple jurisdictions
  • Proficiency in preparing and reconciling payroll tax returns and deposits
  • Intermediate to advanced skills in Microsoft Excel, including formulas and data analysis tools
  • Exceptional attention to detail and ability to manage multiple deadlines
  • Strong problem-solving skills with the ability to resolve discrepancies efficiently
  • Excellent communication skills to collaborate with internal teams and external stakeholders
Job Responsibility
Job Responsibility
  • Prepare and file multi-state payroll tax returns and reports, ensuring accuracy and compliance with local regulations
  • Manage payroll tax deposits and payments in accordance with established deadlines
  • Reconcile payroll tax accounts to ensure all transactions are properly recorded and discrepancies are resolved promptly
  • Monitor changes in tax laws and regulations to ensure ongoing compliance
  • Assist with quarterly and year-end payroll tax reporting requirements
  • Collaborate with internal teams to address payroll tax-related inquiries and provide necessary support
  • Utilize Microsoft Excel for data analysis, reporting, and reconciliation tasks
  • Identify and implement process improvements to enhance the efficiency of payroll tax operations
  • Maintain accurate records and documentation for audits and regulatory reviews
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Senior Payroll Tax Analyst

As a Senior Payroll Tax Analyst, you will be responsible for payroll tax reporti...
Location
Location
United States , Los Angeles
Salary
Salary:
39.75 - 43.27 USD / Hour
foxnews.com Logo
Fox News Media
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree or the equivalent combination of experience and education
  • FPC or CPP certification strongly preferred
  • 5+ years of relevant work experience servicing a large volume of employees (including a remote workforce) in a multi-state, multi-entity organization
  • Comprehensive knowledge of federal, multi-state, and local wage and hour and tax regulations
  • Strong working knowledge of taxation of fringe benefits and long-term equity incentive instruments (RSUs, NQ Stock Options, etc.)
  • High level of accuracy and attention to detail with high service orientation, integrity, discretion, and ownership of work with the ability to work independently
  • Ability to work through ambiguity, be self-motivated, and piece together facts and data necessary to identify issues, propose resolutions, make decisions, and operationalize necessary changes to improve taxes and service delivery
  • Ability to prioritize and multitask in a fast-paced environment
  • Intermediate to advanced analytical skillset, including the use of Excel V-Lookup and Pivot Tables and/or other tools
  • Excellent interpersonal, oral, and written communication skills
Job Responsibility
Job Responsibility
  • Ensure the accuracy, timeliness, and completeness of all monthly, quarterly, and annual tax filings, amendments, and reporting including employee W-2s and W-2c’s
  • Reconcile all tax and wage amounts for multiple legal entities monthly, quarterly, and annually between the payroll system and third-party tax service including reconciliation of W-2s to payroll tax reports and the quarterly 941 returns to W-2 totals. Research and correct any discrepancies
  • Analyze payroll tax issues and provide recommendations for solutions relating, but not limited to employee mobility, reciprocal taxation, stock taxation and reporting, inpats and expats, employer-provided fringe benefits and local taxation
  • Review and reconcile all daily tax and wage amounts submitted to third-party tax services and research any discrepancies and handle accordingly
  • Perform monthly, quarterly, and annual reconciliations of gross earnings to taxable wages to validate accuracy of taxable wages
  • Submit tax notices and facilitate resolutions in coordination with third-party tax vendors timely to avoid penalties and interest
  • research and determine the root cause, and work with the appropriate parties to take action to prevent future issues
  • Provide excellent customer service in researching and responding to payroll tax-related inquiries from employees, agencies, and other internal/external parties
  • Research all W-2 correction inquiries, complete and submit all W-2c’s for review and approval, and distribute W-2c through appropriate channel
  • Review all Workday tax updates and test accordingly, and communicate key changes to the Payroll team and HR as necessary
What we offer
What we offer
  • medical/dental/vision, insurance, a 401(k) plan, paid time off, and other benefits in accordance with applicable plan documents
  • Fulltime
Read More
Arrow Right

Business Valuation Manager

ATLAS Navigators, LLC is an accounting, tax, and consulting firm that is looking...
Location
Location
United States , Scottsdale
Salary
Salary:
Not provided
atlasfirms.com Logo
ATLAS Navigators, LLC
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s Degree in Accounting, Finance, or Business
  • At least one professional designation in valuation or forensic services (e.g., CVA, ABV, ASA, CBA, CFE, CFF)
  • Minimum of five years’ experience in valuation work
  • Advanced understanding of valuation concepts and projection modeling
  • Intermediate proficiency with QuickBooks and knowledge of various tax returns and financial statements
  • Advanced proficiency with Excel, including complex formulas and modeling tools
  • Strong attention to detail with the ability to identify and correct errors in valuation work
  • Basic understanding of discount concepts and holding company valuations
  • Intermediate understanding of industry and market transaction resources
  • Intermediate understanding of discount for lack of control and marketability
Job Responsibility
Job Responsibility
  • Manage staff, assign tasks, and oversee workflow for valuation projects
  • Direct work efforts to ensure quality and timely completion of deliverables
  • Apply advanced valuation concepts and methodologies in engagements
  • Review valuation models and reports for accuracy, ensuring they are nearly error-free
  • Perform valuation and projection modeling, applying appropriate assumptions and calculations
  • Analyze tax returns, financial statements, and other financial data to support valuation conclusions
  • Utilize industry and market transaction resources to support valuation analyses
  • Apply appropriate discount concepts, including lack of control and marketability, to valuations
  • Oversee all duties and responsibilities performed by the analyst and senior analyst
  • Contribute to staff reviews, client communications, and the management of accounts receivable and billing
What we offer
What we offer
  • Medical, Dental, and Vision
  • GAP Benefits
  • Supplemental Benefits
  • Life & AD&D Insurance
  • Short & Long-term Disability Plans
  • 401(k) with company matching
  • Bonus Structure
  • Flexible PTO with sick time
  • Incentive Program
  • Development Program
  • Fulltime
Read More
Arrow Right
New

Accounting Manager

The Accounting Manager oversees the daily operations of the accounting departmen...
Location
Location
United States , Grand Prairie
Salary
Salary:
Not provided
assessfirst.com Logo
Assessfirst
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Excellent interpersonal skills with two to five years of related customer support experience in a technical enterprise – preferably aerospace
  • Initiative to look forward and seek solutions for questions the customer has not yet asked
  • Ability to multitask in a flexible environment
  • Bachelor degree, or equivalent combination of education and experience
  • Intermediate Level – Microsoft Office: Outlook, Word, Excel, PowerPoint, and experience using SAP or other ERP system
  • Knowledge of professional practices, sources of information, and rules and regulations (FARs, DFARs, and export control) that must be interpreted, adapted, and applied to the unique requirements of the company and its customers.
Job Responsibility
Job Responsibility
  • Coordinate all day-to-day accounting functions (cash management/collection, banking, A/R, A/P, fixed assets, general ledger, consolidation, period end reporting to the company and to the group, audit with outside auditors)
  • Prepare consolidation reports, respect Safran Group internal rules in a timely manner
  • Prepare/analyze and coordinate information for external corporate, tax audits and group requirements
  • Prepare timely filing of all state and federal regulatory forms
  • Prepare financial analysis, forecasts, budgets, and budget variance reports
  • Prepare Cash Flow Reporting
  • Internal Control
  • Coordinate efforts of Finance Analysts assigned to Dallas
  • Travel required – 10%, including international
  • Develops procedures, identifies problems, and recommends solutions to accurate financial accounting and reporting of Safran Power Units Dallas
  • Fulltime
Read More
Arrow Right