Role Overview
The Vice President, Client Tax Operations is a senior tax subject‑matter authority within Citi Wealth, purposefully positioned at the intersection of tax regulation, client experience, data, technology, and operational governance. This is not a traditional tax operations role. The position serves as the primary tax leader for the Wealth business, operating as the connective tissue between Enterprise Tax Operations and Citi Wealth Client Services.
In this capacity, the role owns the Wealth interpretation, execution strategy, and client alignment for global tax regulatory regimes impacting UHNW clients, including FATCA, CRS, CARF, IRS Chapters 3, 4, and 61, NRA and backup withholding, tax documentation, and information reporting (1099 and 1042‑S). The role acts as a trusted advisor to the Wealth business, supporting client messaging, regulatory positioning, complex issue resolution, and reputational risk management.
This position is intentionally designed to go beyond execution and oversight. You will define how tax is governed, architected, operationalized, communicated,
and scaled across the Wealth platform. Success requires deep technical tax expertise combined with system‑level thinking, data fluency, transformation leadership, and executive judgment. You will lead people, shape operating models, guide technology and data design, influence enterprise decision‑making, and ensure tax compliance is embedded seamlessly into the UHNW client experience.
Key Responsibilities
- Tax Subject Matter Leadership & Business Advisory
- Serve as the primary tax SME for Citi Wealth, providing authoritative guidance across FATCA, CRS, CARF, IRS Chapters 3, 4, and 61, W‑8/W‑9 documentation, FATCA, NRA and backup withholding, and 1099/1042-S information reporting.
- Own Wealth‑specific tax interpretations and positions, ensuring consistency with enterprise standards while addressing Wealth client needs and risk tolerance.
- Act as a senior advisor to Wealth Client Se
📌 Vice President (Chennai)
🏢 Citi
📍 Chennai