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Lead the digital transformation of Citi’s global tax reclaim operations as Investor Services Technology - Tax Solutions Lead.
Senior role in global finance, managing a cross‑functional engineering team and deploying AI to automate complex tax workflows.
Investor Services Technology - Tax Solutions Lead - Senior Vice President
Job Overview
Citi's Investor Services Technology group is seeking a transformation focused Tax Reclaim Transformation Technology Lead the end-to-end digitization and automation of Citi's global withholding tax reclaim operations — one of the most complex and high-value operational domains in global custody.
This role will drive the replacement of manual, fragmented tax reclaim processes with an intelligent, automated platform that manages the full reclaim lifecycle — from eligibility determination and documentation management through claim submission, tracking, and recovery reconciliation — across 60+ tax jurisdictions globally.
The ideal candidate brings deep expertise in tax technology or regulatory compliance platforms, combined with strong engineering leadership and a proven ability to deliver large-scale transformation programs in a complex, global financial institution.
Responsibilities
Transformation Roadmap
Define and execute the multi-year technology transformation roadmap for Citi's global tax reclaim operations — prioritizing automation, straight-through processing, and elimination of manual intervention across all reclaim workflows.
Reclaim Lifecycle Platform
Architect and deliver an end-to-end tax reclaim platform covering eligibility assessment, documentation generation, claim submission to tax authorities, status tracking, and recovery reconciliation — with full audit trail and client reporting.
Regulatory Intelligence
Build a regulatory intelligence layer that tracks treaty changes, tax authority requirements, and deadline calendars across 60+ jurisdictions — ensuring the platform remains current and compliant as global tax rules evolve.
Intelligent Automation
Deploy AI/ML and intelligent document processing (IDP) to automate document classification, data extraction, eligibility rules application, and exception handling — dramatically reducing manual processing time and error rates.
Client Transparency
Deliver real-time client-facing dashboards and reporting capabilities that provide full visibility into reclaim status, recovery timelines, and tax recovery performance — differentiating Citi's service proposition in the market.
Global Team & Delivery
Lead a global engineering and transformation team, managing delivery across multiple geographies and time zones. Partner with Tax Operations, Legal, Compliance, and Custody Technology to ensure seamless integration and adoption.
Experience
10+ years in technology leadership, with experience in regulatory compliance, tax technology, or financial operations transformation
5+ years leading large-scale technology transformation programs in a global financial institution
Proven track record delivering automation and digitization programs that eliminate manual processing at scale
Technical
Experience with intelligent document processing (IDP), OCR, and NLP for document automation
Strong command of workflow orchestration, BPM platforms, and rules engine design
Hands-on Proficiency in Java, Angular/React, Oracle, and cloud-native development
Experience with regulatory data management, audit trail design, and compliance reporting
Domain
Understanding of withholding tax reclaim processes: eligibility, treaty relief, documentation, and submission to tax authorities
Familiarity with global tax treaty frameworks and key jurisdictions (EU, US, Asia‑Pacific)
Knowledge of custody operations, corporate actions, and income processing as they relate to tax reclaim
Awareness of FATCA, CRS, and other global tax transparency and reporting regimes
Education
Bachelor's or Master's degree in Computer Science, Engineering, Finance, or Information technology
Job Family Group
Technology
Job Family
Applications Development
Time Type
Full time
Primary Location
Jersey City New Jersey United States
Primary Location Full Time Salary Range
$176,720.00 - $265,080.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Jul 06, 2026
Citi is an equal opportunity employer
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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