Position Overview
**Role Overview**
The Vice President, Client Tax Operations is a senior tax subject‑matter authority within Citi Wealth, purposefully positioned at the intersection of tax regulation, client experience, data, technology, and operational governance. This is not a traditional tax operations role. The position serves as the primary tax leader for the Wealth business, operating as the connective tissue between Enterprise Tax Operations and Citi Wealth Client Services.
In this capacity, the role owns the Wealth interpretation, execution strategy, and client alignment for global tax regulatory regimes impacting UHNW clients, including FATCA, CRS, CARF, IRS Chapters 3, 4, and 61, NRA and backup withholding, tax documentation, and information reporting (1099 and 1042‑S). The role acts as a trusted advisor to the Wealth business, supporting client messaging, regulatory positioning, complex issue resolution, and reputational risk management.
This position is intentiona...