Tax Information Specialist (FATCA, CRS, CH3) Fixed-Term Contract (Approx. 10 Months)
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Job Summary
About Citco:
The market leader. The premier provider. The best in thebusiness. At Citco weve been the front-runner in our field since ourincorporation in 1948 led to the evolution of the asset servicing sectoritself. This pioneering spirit continues to guide us today as we innovate andexpand push beyond the boundaries of our industry and shape its future. Fromworking exclusively with hedge funds to serving all alternatives corporationsand private clients our organization has grown immensely across asset classesand geographies. For us this progress is a pattern that well only maintain aswe move forward always prioritizing our performance. So for those who want toplay 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 Citcos core business and ouralternative asset and accounting service is one of the industrys mostrespected. Our continuous investment in learning and technology solutions meansour people are equipped to deliver a seamless client experience.
Responsibilities
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
Qualifications
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.
Required Experience:
IC
About Company
At Citco, we don't just provide bespoke solutions and better results. We’re a true partner dedicated to developing rich, long-term relationships through gold standard services.
