The Wealth Tax Operations Support Senior Supervisor (Internal title: Securities & Derivatives Intmd Analyst - C11) is an individual contributor’s role who is responsible for ensuring complete, accurate and timely non-US tax controls and reporting is performed, including exceptions resolution and process improvements in coordination with the Wealth Tax Operations team. The overall objective is to ensure accurate, timely and complete fulfillment of tax controls & reporting obligations imposed on Citi by different Tax Authorities.
This position plays key role to ensure end‑to‑end tax withholding activities and growing reporting demands, adding needed capacity to maintain accuracy, timely delivery, and effective coordination with key stakeholders.
The overall objective of this role includes strengthening Operational Tax processes, Governance and detection of issues, link between Product & Operational Taxation, increase awareness and knowledge on Operational Taxes.
Responsibilities:
Preparation and submission of non-US tax reports covering different jurisdictions and products.
Analyzing tax transaction withholding processes – Front to Back
Perform 3-way reconciliation between tax authorities, clients, and custodians.
Perform monthly BAU processes with accuracy and timeliness.
Reconciliation of positions and ensuring non-US tax completeness, accuracy, and timeliness
Preparation of process documents and flowcharts
Ensuring to maintain all process artifacts up to date based on any amendments in the process.
Acting as 1st level response on client / banker queries regarding Tax.
Resolving issues/ Queries related to non-US taxes.
Assist in developing Business Requirements for system-related enhancements and perform business UAT
Supporting project leads in Tech projects and process improvements in collaboration with business, Technology, and relevant stakeholders.
Backing all control functions including MCA, audits, procedures updates and implementation.
Provide metrics such as
📌 Wealth Tax Operations Support Senior Supervisor (India)
🏢 Citi
📍 India