Head of Regulatory Reporting, Client Tax and Wealth Operations

Citi

full-time

Posted on: 8/30/2025

Origin: • 🇺🇸 United States • Florida

✨ AI Apply

💰 $170,000 - $300,000 per year

Lead

About the role

Lead NAM Regulatory Reporting and Client Tax Operations team within Citi Wealth division
Develop and execute strategic vision and serve as deputy to global Head
Oversee end-to-end regulatory reporting and tax compliance (FATCA, CRS, Dodd-Frank, Volcker Rule)
Ensure accurate and timely submission of regulatory reports partnering with enterprise teams
Manage client tax operations: withholding, reconciliations, payments, reporting, and documentation
Oversee client tax services: support, tax form expiry, solicitations, refunds, and documentation
Lead and mentor multi-location teams; foster accountability and continuous improvement
Identify process improvements and leverage technology to automate and reduce risk
Collaborate with compliance, legal, tax, technology, and business stakeholders
Implement data quality controls and use analytics to drive insights
Create training programs to maintain regulatory and tax knowledge

Bachelor’s or master’s degree in Finance, Accounting, Business, or related field
Professional certifications (e.g., CPA, CFA, CTA) highly desirable
15+ years experience in regulatory reporting, tax operations, or compliance within financial services (Wealth Management)
Proven experience managing teams across multiple locations
Track record of driving process improvements and operational excellence
In-depth knowledge of FATCA, CRS, Dodd-Frank, Volcker Rule and tax compliance requirements
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Proficiency in data analytics tools and tax/regulatory reporting software
Experience with automation and digital transformation initiatives
Ability to adapt quickly to regulatory changes and business needs