Tax Information Reporting - Senior Analyst

The Citco Group Limited; Halifax; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading firm in asset servicing is looking for a Tax Information Reporting - Senior Analyst to oversee AEOI data management and ensure compliance with regulations. The ideal candidate will possess a degree related to Financial Services and have over three years of experience, along with strong organizational and interpersonal skills. As part of a global team, you will be crucial in managing client relations and improving operational efficiencies while contributing to a diverse and inclusive workplace.

Benefits

Flexible working arrangements

Training and education support

Diversity and inclusion initiatives

Qualifications

• 3+ years’ experience in Financial Services.
• Exposure to FATCA & CRS regulations is an asset.
• Ability to work flexibly and adapt to changes.

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.
• Provide excellent service to clients.

Skills

Excellent interpersonal skills

Attention to detail

Project management

Organizational skills

Communication skills

Education

Qualified degree in Financial Services

Tools

Citco core systems

Job description

Tax Information Reporting - Senior Analyst

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Tax Information Reporting - Senior Analyst

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JOB DESCRIPTION

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 Citco

JOB DESCRIPTION

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 :

• 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
• Local AEOI portal registration / de-registration, communication and trouble shooting
• Research, analyze and provide recommendations for process improvements to increase operational efficiencies

Qualifications

About You :

• Qualified degree (preferably in a discipline relevant to Financial Services).
• 3+ years’ experience in Financial Services, any exposure to FATCA &; CRS regulations whilst an asset, is not a requirement
• 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 flexibly and adapt to changing requirements and priorities
• Exceptional attention to detail
• Proven experience managing multiple projects / deliverables; excellent organizational and multi-tasking skills
• Results driven and self-motivated
• Business, technical and commercial acumen
• A strong understanding of quality and risk management
• Strong written and verbal communication skills
• Ability to work in a global team

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.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Research, Analyst, and Information Technology

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