Investor Services Technology - Tax Solutions Lead - Senior Vice President

Citi • Jersey City, NJ

1d • $176,720 - $265,080 • Onsite

About The Position

Citi's Investor Services Technology group is seeking a transformation-focused Tax Reclaim Transformation Technology Lead to drive the end-to-end digitization and automation of Citi's global withholding tax reclaim operations. This role will lead the replacement of manual, fragmented tax reclaim processes with an intelligent, automated platform that manages the full reclaim lifecycle across 60+ tax jurisdictions globally. The ideal candidate will possess 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.

Requirements

• 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
• 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
• 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
• Bachelor's or Master's degree in Computer Science, Engineering, Finance, or Information technology

Responsibilities

• 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.
• 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.
• Build a regulatory intelligence layer that tracks treaty changes, tax authority requirements, and deadline calendars across 60+ jurisdictions to ensure the platform remains current and compliant.
• Deploy AI/ML and intelligent document processing (IDP) to automate document classification, data extraction, eligibility rules application, and exception handling.
• Deliver real-time client-facing dashboards and reporting capabilities that provide full visibility into reclaim status, recovery timelines, and tax recovery performance.
• 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.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Senior