Citco Canada | Senior Specialist, Tax Information Reporting (FATCA/CRS & Chapter 3)

Responsibilities

• Maintain AEOI data on entities within the client corporate structure.
• Manage daily operations for account holder documentation processes.
• Support AEOI tax information analyses and preparation of XML format submission files.
• Manage expectations and ensure that all queries are dealt with in a timely manner; provide excellent service to clients.
• Maintain and improve knowledge of the Automatic Exchange of information regulatory and compliance within a highly specialized environment.
• Communicate daily with remote teams; preparing and providing progress and status updates and escalating items as required.
• Research, analyze and provide recommendations for process improvements to increase operational efficiencies.

Key competencies

• Proven strong client relationship skills.
• Ability to work flexibly and adapt to changing requirements and priorities.
• Proven experience managing multiple projects/deliverables; excellent organizational and multi-tasking skills.
• A strong understanding of quality and risk management.
• Strong written and verbal communication skills.
• Experience with Citco core systems, across Hedge, Private Equity and Real Assets, Corporate Services, Fund accounting and/or Investor relations platforms, is an advantage
• Excellent interpersonal/relationship management skills
• Ability to work in a global team

Citco

Founded in 1948 by A.A.G. Smeets, Citco first worked for private clients and multinational companies in the years after the Second World War, and launched its fund administration business in 1968. The group, whose parent company is The Citco Group Limited, has been majority independently owned since its start. It now serves alternative asset managers, asset owners, investors, banks and corporates with fund administration, middle office, banking, tax and regulatory, corporate secretarial and entity management services.

• Industry: Asset servicing for the alternative investment industry: fund administration, middle office, banking, tax and corporate services
• Headquarters: The Citco Group Limited, a privately held group with offices worldwide