Investor Services Technology - Tax Solutions Lead - Senior Vice President

Responsibilities

• Define and execute the multi-year technology transformation roadmap for Citi's global tax reclaim operations.
• Prioritize automation, straight-through processing, and elimination of manual intervention across all reclaim workflows.
• Deliver an end-to-end tax reclaim platform covering eligibility assessment, documentation generation, claim submission to tax authorities, status tracking, and recovery reconciliation.
• Ensure the platform remains current and compliant as global tax rules evolve by building a regulatory intelligence layer.
• Deploy AI/ML and intelligent document processing (IDP) to automate document classification, data extraction, eligibility rules application, and exception handling.
• Provide real-time client-facing dashboards and reporting capabilities for 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.

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.
• 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.
• 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).
• Awareness of custody operations, corporate actions, and income processing as they relate to tax reclaim.
• Knowledge of FATCA, CRS, and other global tax transparency and reporting regimes.

Qualifications

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

Skills

• 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

Benefits

Preferred benefits include:

• 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

Pay

$176,720.00 - $265,080.00

Schedule

Full time