📌 Core Information
🔹 Job Title: Intermediate Tax Analyst - CONTRACTOR CONVERSION
🔹 Company: Citi
🔹 Location: Tampa, Florida, United States
🔹 Job Type: Full-time
🔹 Category: Tax
🔹 Date Posted: May 12, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Generating Swift notifications of identified Taxable Corporate Action events
- Reviewing and validating reclaim documentation submitted by Citi clients
- Communicating with Citi clients related to various tax and reporting issues
- Working in a dynamic, global financial institution with a strong commitment to diversity and inclusion
ASSUMPTION: This role requires strong attention to detail and accuracy, as well as the ability to work independently and manage multiple tasks.
📋 Key Responsibilities
✅ Generate Swift notifications of identified Taxable Corporate Action events
✅ Review and validate reclaim documentation submitted by Citi clients to determine the correct tax withholding and reporting
✅ Communicate with Citi clients related to various tax and reporting issues
ASSUMPTION: The role may also involve other administrative tasks and projects as assigned.
🎯 Required Qualifications
Education: Not specified
Experience: 2+ years of related experience
Required Skills:
- General knowledge of corporate actions event types
- Knowledge of 1042 and 1099 withholding and reporting concepts
- Knowledge of US tax documentation W8BENE, W8IMY, W9
- Strong attention to detail and accuracy
- Ability to work independently and manage multiple tasks
Preferred Skills:
- Experience with tax software or systems
- Fluency in additional languages
ASSUMPTION: A bachelor's degree in a related field or equivalent experience may be required.
💰 Compensation & Benefits
Salary Range: $62,620.00 - $87,380.00 per year
Benefits:
- Medical, dental, and vision coverage
- 401(k) plan
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages, including vacation, sick leave, and paid holidays
Working Hours: 40 hours per week
ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles and experience levels in the Tampa, FL area.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 10,001+ employees
Founded: 1812
Company Description:
- Citi is a leading global bank with a mission to serve as a trusted partner to its clients by responsibly providing financial services that enable growth and economic progress.
- The company has over 200 years of experience helping its clients meet the world's toughest challenges and embrace its greatest opportunities.
- Citi is committed to diversity, inclusion, and creating an environment where the best people want to work.
Company Specialties:
- Banking
- Commercial Banking
- Investment Banking
- Wealth Management
- Credit Cards
- Capital Markets
- Equity and Fixed Income Research
- Consumer Lending
- Cash Management
- Transaction Services
Company Website: www.citigroup.com
ASSUMPTION: Citi's global presence and extensive range of financial services offer unique opportunities for career growth and development.
📊 Role Analysis
Career Level: Intermediate
Reporting Structure: The role reports to the Tax Custody team within Citi Shared Services.
Work Arrangement: On-site, full-time position based in Tampa, Florida, United States.
Growth Opportunities:
- Potential career progression within the Tax department or broader Finance function
- Opportunities to work on high-profile projects and gain exposure to senior leadership
- Access to learning and development resources to support professional growth
ASSUMPTION: This role provides a strong foundation for a career in tax or finance, with opportunities for growth and development within a large, global organization.
🌍 Location & Work Environment
Office Type: Corporate headquarters with a modern, collaborative work environment
Office Location(s): 388 Greenwich Street, New York, New York 10013, US (headquarters); 5900 Hurontario St, Mississauga, ON L5R 0B8, CA; 165 Jalan Ampang, Kuala Lumpur, Federal Territory of Kuala Lumpur 50450, MY; and other locations worldwide
Geographic Context:
- Tampa, Florida, United States is a major city with a diverse population and a growing job market
- The Tampa office is strategically located to support Citi's global operations
- The city offers a mild climate, abundant cultural attractions, and a high quality of life
Work Schedule: Monday-Friday, 9:00 AM - 5:00 PM (with a 1-hour lunch break)
ASSUMPTION: The Tampa office provides a dynamic, multicultural work environment with ample opportunities for collaboration and professional growth.
💼 Interview & Application Insights
Typical Process:
- Online application and resume submission
- Phone or video screening with a member of the HR team
- In-depth interview with the hiring manager and/or team members
- Background check and offer extension
Key Assessment Areas:
- Technical skills and knowledge of tax documentation and reporting concepts
- Attention to detail and accuracy in performing tasks
- Ability to work independently and manage multiple tasks
- Communication and interpersonal skills
- Cultural fit and alignment with Citi's values
Application Tips:
- Tailor your resume and cover letter to highlight relevant skills and experiences for this role
- Demonstrate your understanding of tax documentation and reporting concepts in your application materials
- Showcase your attention to detail and ability to manage multiple tasks in your resume and interview
- Prepare thoughtful questions to ask the interviewer about the role, team, and company
ATS Keywords: Tax Reporting, Corporate Actions, Attention to Detail, Accuracy, Securities Knowledge, Communication, Problem Solving, Documentation, Tax Documentation, Withholding, Reporting, Client Communication
ASSUMPTION: The application process may vary depending on the specific role and hiring manager.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Tax software or systems (e.g., CCH ProSystem fx, Thomson Reuters ONESOURCE)
- Enterprise resource planning (ERP) systems (e.g., SAP, Oracle)
- Customer relationship management (CRM) systems (e.g., Salesforce, Microsoft Dynamics)
ASSUMPTION: The specific tools and technologies required may vary depending on the role and team.
👔 Cultural Fit Considerations
Company Values:
- Client-centricity
- Responsibility
- Integrity
- Teamwork
- Inclusion
- Agility
Work Style:
- Collaborative and team-oriented
- Results-driven and focused on continuous improvement
- Adaptable and open to change
- Strong attention to detail and commitment to quality
Self-Assessment Questions:
- How do you ensure accuracy and attention to detail in your work?
- Can you provide an example of a time when you had to manage multiple tasks effectively?
- How do you approach working in a team and collaborating with others to achieve common goals?
ASSUMPTION: Citi values diversity and inclusion, and seeks candidates who can contribute to a positive, respectful work environment.
⚠️ Potential Challenges
- The role may require working with complex tax documentation and reporting concepts
- The work environment may be fast-paced and demanding, with tight deadlines and high volumes of work
- The role may involve handling sensitive client information and maintaining confidentiality
- The Tampa office may have limited opportunities for social and networking events compared to larger metropolitan areas
ASSUMPTION: These challenges can be mitigated by strong communication, time management, and organizational skills.
📈 Similar Roles Comparison
- Compared to other intermediate tax analyst roles, this position offers a competitive salary range and comprehensive benefits package
- Citi's global presence and extensive range of financial services provide unique opportunities for career growth and development
- As a large, multinational corporation, Citi may have more structured career paths and advancement opportunities compared to smaller organizations
ASSUMPTION: This role may offer more stability and long-term growth potential compared to smaller organizations or startups.
📝 Sample Projects
- Reviewing and validating reclaim documentation for a high-volume corporate action event
- Generating Swift notifications for multiple Taxable Corporate Action events simultaneously
- Communicating with Citi clients to resolve complex tax and reporting issues
ASSUMPTION: These projects demonstrate the key responsibilities and required skills for the role.
❓ Key Questions to Ask During Interview
- Can you describe a typical day or week in this role?
- How does this role fit into the broader Tax department and Citi's global operations?
- What opportunities are there for professional development and growth within the team or broader organization?
- How does the Tampa office collaborate with other Citi locations worldwide?
- What are the most challenging aspects of this role, and how can I prepare to succeed in them?
ASSUMPTION: These questions can help you better understand the role, team, and company, and demonstrate your interest and engagement.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through Citi's careers website
- Tailor your resume and cover letter to highlight relevant skills and experiences for this role
- Prepare for the interview by researching Citi's mission, values, and culture, as well as the specific requirements of the role
- Follow up with the hiring manager or HR representative within one week of your interview to express your interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
