Citigroup, Inc

Investor Services Technology - Tax Solutions Lead - Senior Vice President

Citigroup, Inc • $145K — $217K *
Mississauga, ON L4T 0A1In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 10+ years in technology leadership, particularly in regulatory compliance or tax technology.
  • 5+ years managing large-scale technology transformation programs in global finance.
  • Proven success in automating and digitizing complex processes.
  • Hands-on proficiency with Java, Angular/React, and cloud-native development.
  • Experience with intelligent document processing, OCR, and NLP.

Responsibilities

  • Define and execute a multi-year technology transformation roadmap for global tax reclaim operations.
  • Architect and deliver an end-to-end tax reclaim platform with full audit trails and client reporting.
  • Build a regulatory intelligence layer to track treaty changes and compliance requirements.
  • Deploy AI/ML for automating document processing and reducing manual workloads.
  • Create real-time client dashboards to enhance visibility of reclaim statuses and performance metrics.
  • Lead a global team, ensuring seamless integration and delivery across multiple regions.

Benefits

  • Opportunity to lead transformative technology initiatives in a complex operational landscape.
  • Collaborative global work environment with cross-functional team interactions.
  • Enhancements to professional skills through exposure to advanced technologies like AI and automation.
  • Role directly influences Citi's market position through improved client services and operational efficiency.
Full Job Description
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:
  • Hands-on Proficiency in Java, Angular/React, Oracle, and cloud-native development
  • Experience with intelligent document processing (IDP), OCR, and NLP for document automation
  • Strong command of workflow orchestration, BPM platforms, and rules engine design
  • 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 Full Time Salary Range:
$145,100.00 - $217,700.00

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

This job opening is for an existing job vacancy.

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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