Tax Information Reporting - Senior Analyst

Citco GSGS; Halifax; On-site; CAD 65,000 - 85,000; Full time

Job summary

A leading provider in asset servicing is seeking a professional for AEOI data management. The role involves maintaining compliance data, managing client queries, and improving operational efficiency. Ideal candidates will have a relevant degree and experience in financial services.

Benefits

Training support

Flexible working arrangements

Inclusive culture

Qualifications

• At least 3 years' experience in Financial Services.
• Exposure to FATCA & CRS regulations is a plus.

Responsibilities

• Maintain AEOI data for client entities.
• Manage daily operations related to documentation processes.
• Support AEOI tax information analysis.

Skills

Client relationship skills

Interpersonal skills

Organizational skills

Attention to detail

Flexibility and adaptability

Communication skills

Education

Qualified degree in Financial Services

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, leading to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate, expand, and shape the industry’s future. Our organization has grown across asset classes and geographies, working with hedge funds, alternatives, corporations, and private clients. We prioritize performance and aim to stay at the top of our game. Welcome to Citco.

About the Team & Business Line:

Fund Administration is Citco’s core business. Our alternative asset and accounting services are highly respected. We invest continuously in learning and technology to ensure a seamless client experience.

About You:

• Qualified degree, preferably in a discipline relevant to Financial Services.
• At least 3 years’ experience in Financial Services. Exposure to FATCA & CRS regulations is a plus but not required.
• Experience with Citco core systems across Hedge, Private Equity, Real Assets, Corporate Services, Fund Accounting, or Investor Relations platforms is advantageous.

Key Competencies:

• Excellent interpersonal and relationship management skills.
• Strong client relationship skills.
• Flexibility and adaptability to changing requirements and priorities.
• Exceptional attention to detail.
• Ability to manage multiple projects and deliverables with excellent organizational skills.
• Results-driven and self-motivated.
• Business, technical, and commercial acumen.
• Understanding of quality and risk management.
• Strong written and verbal communication skills.
• Ability to work effectively in a global team.

Our Benefits:

We prioritize your well-being with a range of benefits, training, education support, and flexible working arrangements. We value diversity and foster an inclusive culture that promotes innovation and mutual respect. Citco encourages applications from people with disabilities; accommodations are available upon request.

Your Role:

• Maintain AEOI data for entities within the client corporate structure.
• Manage daily operations related to account holder documentation processes.
• Support AEOI tax information analysis and XML file submissions.
• Handle client queries promptly, providing excellent service.
• Stay informed about AEOI regulatory and compliance requirements.
• Communicate regularly with remote teams, providing updates and escalating issues as needed.
• Manage local AEOI portal registration, de-registration, communication, and troubleshooting.
• Research and recommend process improvements to enhance operational efficiency.