Tax Information Reporting - Senior Analyst

Citco GSGS; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services provider is looking for a motivated professional to manage AEOI data and documentation operations. The candidate should have a qualified degree in Financial Services, with at least 3 years of relevant experience, excellent organizational and communication skills, and a focus on client service. You will play a vital role in ensuring regulatory compliance and operational efficiency within a global team.

Benefits

Flexible work arrangements

Training and education support

Diversity and inclusion initiatives

Qualifications

• 3+ years’ experience in Financial Services.
• Experience with FATCA & CRS regulations is a plus.
• Exposure to Citco core systems is advantageous.

Responsibilities

• Maintain AEOI data for client entities.
• Manage daily account holder documentation operations.
• Support AEOI tax data analysis and XML submission preparation.
• Provide excellent client service.

Skills

Interpersonal skills

Communication

Attention to detail

Organizational 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 1948, leading to the evolution of the asset servicing sector. Our pioneering spirit continues as we innovate, expand, and shape the industry's future. We serve hedge funds, all alternatives, corporations, and private clients across asset classes and geographies. We prioritize performance and aim to maintain our pattern of progress. If you want to excel and lead in your space, welcome to Citco.

About the Team & Business Line:

Fund Administration is Citco’s core business. Our alternative asset and accounting services are highly respected. Continuous investment in learning and technology ensures our team delivers seamless client experiences.

About You:

• Qualified degree, preferably in a relevant Financial Services discipline.
• 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.
• Exceptional attention to detail.
• Ability to manage multiple projects with excellent organizational skills.
• Results-driven and self-motivated.
• Business, technical, and commercial acumen.
• Understanding of quality and risk management.
• Strong communication skills, both written and verbal.
• Ability to work effectively in a global team.

Our Benefits:

We prioritize your well-being through benefits, training, education support, and flexible work arrangements. We value diversity and foster an inclusive culture that encourages innovation and mutual respect. Accommodations are available for candidates with disabilities upon request.

Your Role:

• Maintain AEOI data for entities within client structures.
• Manage daily account holder documentation operations.
• Support AEOI tax data analysis and XML submission preparation.
• Provide timely responses to queries, ensuring excellent client service.
• Stay informed on AEOI regulatory and compliance requirements.
• Communicate with remote teams, providing updates and escalating issues as needed.
• Handle local AEOI portal registration, de-registration, communication, and troubleshooting.
• Research and recommend process improvements to enhance operational efficiency.