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

Citco GSGS; Halifax; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider in Halifax, Canada is seeking a professional with 2-4+ years of experience in Financial Services. The role involves managing client relationships and AEOI compliance, preparing filings, and validating IRS forms. Ideal candidates will demonstrate strong organizational skills, attention to detail, and adaptability in communication. This position offers a supportive work environment emphasizing diversity and flexibility in working arrangements.

Benefits

Training and education support

Flexible working arrangements

Diversity and inclusion programs

Qualifications

• 2-4+ years experience in Financial Services, with exposure to FATCA & CRS regulations is advantageous.
• Ability to work in global teams and adapt communication styles.
• Results driven and self-motivated individual.

Responsibilities

• Prepare AEOI filing analysis and ensuring deadlines are met.
• Validate IRS W-form series using specialized software.
• Manage relationships with AEOI clients and stakeholders.

Skills

Client relationship skills

Organizational skills

Attention to detail

Proficiency in Microsoft Office

Education

Degree in a relevant discipline

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.

Qualifications

Key Requirements

• Degree qualified (preferably in a discipline relevant to Financial Services)
• 2-4+ years experience in Financial Services, with exposure to FATCA & CRS regulations and IRS W-series forms 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
  

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.

Responsibilities

• Preparing AEOI filing analysis, 1042 data, withholding rate information, and other output for delivery to clients. Proactively managing daily workflow and ensuring set deadlines are met.
• Validating IRS W-form series and withholding statements using specialized validation software.
• Reviewing deliverables produced by other individual contributors for release to clients.
• Providing guidance to more junior Individual Contributor-level staff.
• 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, as well as Chapter 3 and withholding requirements.
• Review and provide feedback on AEOI self-certification 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