Manager, Tax Information Reporting (FATCA/CRS)

The Citco Group; Toronto; On-site; CAD 95,000 - 115,000; Full time

Job summary

A leading financial services provider in Toronto is seeking a Manager for Tax Information Reporting specializing in FATCA/CRS. The successful candidate will coordinate AEOI filing analyses and manage client relationships while leading a team to ensure compliance. A Bachelor's degree and over 6 years in Financial Services is required. This role offers a competitive salary range of CAD 95,000 to CAD 115,000 along with a variety of benefits to support work-life balance.

Benefits

Flexible working arrangements

Comprehensive benefits package

Career training and education support

Qualifications

• 6+ years of experience in Financial Services, with knowledge of FATCA and CRS.
• Ability to manage multiple projects with excellent organizational skills.
• Experience in client relationship management.

Responsibilities

• Coordinate the preparation of AEOI filings for clients.
• Manage communication with AEOI clients and stakeholders.
• Review and approve team deliverables.

Skills

Project management

Attention to detail

Client relationship management

Communication

Microsoft Office proficiency

Leadership

Financial Services knowledge

Organization

Education

Bachelor's degree in relevant discipline

Job description

Manager, Tax Information Reporting (FATCA/CRS)

Toronto, ON, Canada

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Job Description

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 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 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.

Responsibilities

Your Role:

• Coordinate and oversee preparation of AEOI filing analysis and other output for delivery to clients
• Communicate daily with team and reporting lines, preparing and providing progress and status updates and handling escalated items as required.
• Review /approve deliverables of the team and assist production where necessary
• Provide guidance to supervisors and team-level staff on technical items and queries. Assist team members in directing internal queries / escalations to appropriate contacts.
• Manage communications and ongoing relationships of 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
• Managing and coaching supervisor(s) and team informally and via regular meetings; completing annual performance review and goal-setting process for each direct report
• Additional tasks as assigned

Qualifications

About You:

• You have a degree qualified (preferably in a discipline relevant to Financial Services).
• 6+ years’ experience in Financial Services, with exposure to FATCA and CRS regulations an advantage
• 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
• Team leadership
• Client relationship management
• Communication
• Business, technical and commercial awareness
• Quality and risk control
• Decision making
• Developing working relationships with others
• Leadership
• Organization and resources management

Salary Range: CAD 95,000 - CAD 115,000

- This position is not for an existing vacancy; we are building a candidate pool for future opportunities.
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.

Job Info

• Job Identification 12780
• Job Category Finance & Tax
• Posting Date 12/24/2025, 07:34 PM
• Degree Level Bachelor's Degree
• Job Schedule Full time
• Job Shift Day
• Locations 5151 George Street, Halifax, NS, B3J 1M5, CA