Tax Information Reporting - Senior Analyst

The Citco Group; Halifax; On-site; CAD 60,000 - 80,000; Full time

Job summary

The Citco Group seeks a professional for a Full-Time role focusing on AEOI data management and client service within financial services. Ideal candidates possess a relevant degree and three years of industry experience, particularly with FATCA and CRS regulations. Responsibilities include managing documentation processes and improving compliance knowledge, with a commitment to client satisfaction. Candidates should have excellent analytical skills and a strong ability to work in a global team while maintaining attention to detail.

Benefits

Flexible working arrangements

Training and education support

Qualifications

• 3 years experience in Financial Services.
• Exposure to FATCA & CRS regulations.
• Experience with Citco core systems across Hedge, Private Equity, and Real Assets.

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 submission files.
• Provide excellent service to clients and ensure all queries are addressed timely.

Skills

Cognos

Microsoft Access

SQL

Crystal Reports

Financial Report Writing

Power BI

Pivot tables

SSRS

Tableau

Regulatory Reporting

SAS

Data Analysis Skills

Education

Qualified degree relevant to Financial Services

Job description

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 :

• 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.

Required Experience :

Senior IC

Key Skills

Cognos,Microsoft Access,SQL,Crystal Reports,Financial Report Writing,Power BI,Pivot tables,ssrs,Tableau,Regulatory Reporting,SAS,Data Analysis Skills

Employment Type : Full-Time

Experience : years

Vacancy : 1

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