5 days old

Tax Documentation Processor (FTC)

Dublin, CA 94568
**Team/Position Overview**

The Tax departments purpose is to ensure that clients receive the most advantageous withholding tax rates possible on their cross border income under the network of double taxation treaties (DTTs). The available benefit provided is based upon the documentation the client provides to the Tax department, their domicile, entity type and the current GTS tax product offering. The unit provides customer support and interacts on the clients behalf with national tax authorities, local market custodians and other departments within ICG Operations. As the DTTs upon which the service are changed or revised, the unit must adjust processes and procedures to meet new market requirements on a regular basis.

The tax department is an Operations team that specializes in obtaining relief at source (RAS) and tax reclamation for Citi clients. The documentation unit is responsible for the review and approval of client local accounts opened in investment markets, review and processing of client tax documentation, application of RAS in the local markets of investment, renewal of expired tax documents annually, and the implementation of any market changes relating to double taxation treaties.

**Key Responsibilities:**

+ Review and process tax documentation for Custody clients to obtain tax treaty relief on their securities investments.

+ Becoming a Tax documentation SME, understanding documents across a wide variation of investment markets and how they provide tax treaty relief.

+ Maintain and monitor MIS logs daily.

+ Review completion of documentation for accuracy, create and maintain static data through Maker/ Checker processing.

+ Liaise with Citis sub custodian banks, through sending tax documents to them and ensuring they process application of correct tax rates for clients in a timely manner.

+ Understand and maintain procedures to reflect the teams processes.

+ Working as part of a dynamic team to ensure timely completion of all Tax documentation tasks as our clients setup new accounts for investment with Citi Custody.

+ Participate in daily huddles and team meetings to agree work allocation towards daily and weekly targets.

**Experience and Skills**

+ Operations experience, in a financial services role. Ideally with documentation handling and attention to detail.

+ Candidates who do not meet these criteria may be considered for the role provided they can demonstrate the necessary skills

+ Ability to multi-task between job processes throughout the day.

+ Process high volumes of work with excellent accuracy.

+ Work well under pressure and meet strict deadlines.

+ Strong investigation and reconciliations ability.

+ Ability to work on own and as part of a team.


**Job Family Group:**

Operations - Transaction Services


**Job Family:**

Asset Servicing


**Time Type:**

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.


Posted: 2022-05-13 Expires: 2022-06-12

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Tax Documentation Processor (FTC)

Dublin, CA 94568

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