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

Additional Details: Job Family Group: Technology





Job Family: Applications Development

Time Type: Full time

Primary Location Full Time Salary Range: $145,100.00 - $217,700.00

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.

Equal Opportunity Employer: 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. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career chance review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

📌 Investor Services Technology - Tax Solutions Lead - Senior Vice President (Mississauga)
🏢 Citibank (Switzerland
📍 Mississauga