Tax Information Reporting Specialist (FATCACRS)
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Job Location:
Monthly Salary:
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
About Citco:
The market leader. The premier provider. The best in the business. At Citco weve 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 expand 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 well 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 Citcos core business and our alternative asset and accounting service is one of the industrys most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.
Responsibilities
Your Role:
- Preparing AEOI filing analysis and other output for delivery to clients. Proactively managing daily workflow and ensuring set deadlines are met.
- Work with the seniors and supervisors on the team to make sure all deliverables are reviewed and sent in a timely manner.
- Manage communications and ongoing relationships with AEOI clients their investors and other external and internal stakeholders.
- Manage expectations and ensure that all queries are dealt with in a timely manner. Provide excellent service to clients via direct or indirect contact.
- Maintain and improve knowledge of the Automatic Exchange of information regulatory and compliance environment as it impacts service and/or clients including industry research and analysis as required.
- Review and provide feedback on self-certifications and IRS withholding forms
- Read and interpret Financial Statements in order to determine account values.
- Local AEOI portal registration/de-registration communication and trouble shooting
- Research analyze and provide recommendations for process improvements to increase operational efficiencies.
- Identify analyze and troubleshoot classification and re-classification inconsistencies.
- Additional tasks as assigned
Qualifications
Key Requirements
- Degree qualified (preferably in a discipline relevant to Financial Services)
- Experience in Financial Services with exposure to FATCA & CRS regulations an advantage
- Proven strong client relationship skills
- Proven experience managing multiple projects / deliverables; excellent organizational and multi-tasking skills
- Exceptional attention to detail
- Results driven and self-motivated
- Ability to work in global teams and adapt to different communication styles
- Proficient in Microsoft Office applications
Key Competencies
- Teamwork
- Drive for results
- Client Relationship Management
- Communication
- Business Technical & Commercial Awareness
- Quality and Risk Control
- Decision Making
- Problem Solving
- Developing Working Relationships with others
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
Key Skills
- Information Management
- HIPAA
- FIPS
- Records Management
- Windows
- System Security
- NIST Standards
- IT Support
- DIACAP
- Medical Records
- FISMA
- RMF
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.
