Tax Information Specialist (FATCA, CRS, CH3) Fixed-Term Contract (Approx. 10 Months)

The Citco Group Limited; Halifax; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Flexible working arrangements

Training and education support

Range of benefits

Job summary

The Citco Group Limited in Halifax seeks a Financial Administrator to manage compliance for AEOI regulations. The role demands excellent organizational skills, a detail-oriented approach, and a readiness to support Senior Management.

Ideal candidates possess a BA in business and have 1-2 years’ experience in financial administration. Citco values diverse backgrounds and offers a range of benefits to support employee well-being.

Qualifications

• 1-2 years’ experience in a financial administration role or similar is an asset.
• Willingness to learn new concepts and be part of a global team.

Responsibilities

• Maintain knowledge of FATCA and CRS regulatory environment.
• Review tax documentation for completeness.
• Prepare annual AEOI returns for client delivery and submission.
• Manage daily workflow and ensure deadlines are met.
• Complete monthly AEOI compliance reports.
• Support Senior Management in process adherence.
• Build relationships with high-profile clients globally.
• Quality control of AEOI information.

Skills

Attention to detail

Organizational skills

Microsoft Office Suite

Multi-tasking

Education

BA in business or similar

Job description

Responsibilities

• Maintain knowledge of FATCA and CRS (AEOI) regulatory and compliance environment as it impacts service and/or clients; conduct additional research as necessary to resolve internal or external queries.
• Review tax documentation for completeness and regulatory soundness.
• Prepare annual AEOI returns for client delivery/approval and submission of same to local jurisdictional tax portals.
• Proactively manage daily workflow and ensure set deadlines are met.
• Complete monthly and ad hoc AEOI compliance reports upon request and ensure a high level of accuracy is achieved at all times.
• Work closely with and support Senior Management in ensuring the smooth running of processes and the ongoing adherence to procedures and processes.
• Build and maintain relationships with various high-profile CFS clients globally, acting as a point of contact for all AEOI queries and status requests.
• Provide updates for and attend Board of Directors meetings, and ensure all client stakeholders are responded to in a timely manner.
• Quality control of AEOI information in TA systems, and liaise with Investor Relations and COE teams on queries of same.

Qualifications

• You have or are working towards a BA in business or similar.
• 1-2 years’ experience in a financial administration role or similar is an asset.
• Excellent Microsoft Office Suite skills.
• Exceptional attention to detail.
• Excellent organizational and multi-tasking skills.
• Willingness to learn new concepts and be part of a global team.

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.

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.