Tax Information Specialist (FATCA, CRS, CH3)

About Citco:

The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.

About the Team & Business Line:

Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.

Your Role:

Maintain knowledge of FATCA and CRS (AEOI) regulatory and compliance environment as it impacts service and/or clients; conduct additional research as necessary to resolve internal or external queries.

Review tax documentation for completeness and regulatory soundness

Prepare annual AEOI returns for client delivery/approval and submission of same to local jurisdictional tax portals

Proactively manage daily workflow and ensure set deadlines are met

Complete monthly and ad hoc AEOI compliance reports upon request and ensure a high level of accuracy is achieved at all times

Work closely with and support Senior Management in ensuring the smooth running of processes and the ongoing adherence to procedures and processes

Build and maintain relationships with various high-profile CFS clients globally, acting as a point of contact for all AEOI queries and status requests

Provide updates for and attend Board of Directors meetings, and ensure all client stakeholders are responded to in a timely manner

Quality control of AEOI information in TA systems, and liaise with Investor Relations and COE teams on queries of same

About You:

You have or are working towards a BA in business or similar

1-2 years’ experience in a financial administration role or similar is an asset

Excellent Microsoft Office Suite skills

Exceptional attention to detail

Excellent organizational and multi-tasking skills

Willingness to learn new concepts and be part of a global team

Our Benefits

Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.