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 **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:**…