Tax Operations Expert

A good track record of experience in a tax-related area and good understanding of tax reporting and operational tax processes

Good understanding of Cash & Stock Reconciliations

Swift notifications knowledge - MT599, MT546, MT568, MT566 as an asset

Corporate actions & income payments experience in EMEA and US markets

Experience in Tax Operations/ Tax Reclaims and/or Tax Technology organizations

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.)

Good understanding of Investments and capital market products as well as trade execution and settlement processes

Strong multi-tasking, organizational and time management skills with experience in continuously following up with various stakeholders and execution teams

Ability to take initiative, self-motivate and consistently demonstrate a results-driven mindset

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

Critical thinking and drawing logical conclusions

Experience working both independently and, in a team-oriented, collaborative environment

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

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

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)

Expertise in Tax Reclaim services, including Quick Refund and Relief at Source processes. Evaluating eligibility and preparing required documentations and ensuring compliance with local and international regulations. Navigate complex tax systems and provide guidance on maximizing eligible refunds

Manage critical tax-related issues & remediation activities impacting clients and business stakeholders to ensure smooth operations and regulatory compliance

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 Tax projects 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.

Streamline process inconsistencies, mitigate risks, and maintain comprehensive process documentation, ensuring knowledge sharing across the team for effective tax operations and control functions

Ensure timely escalation of issues, track their resolution, and participate in governance forums