Investor Services Technology - Tax Solutions Lead - Senior Vice President

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

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Job Family Group:

Technology

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Job Family:

Applications Development

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Time Type:

Full time

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Primary Location Full Time Salary Range:

$145,100.00 - $217,700.00

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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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.

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This job opening is for an existing job vacancy.

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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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