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Tax Information Reporting

Citco

Toronto
On-site
CAD 70,000 - 90,000
6 days ago
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Project Manager Engineering & Transformer Projects (Remote + Travel to USA / CAD)

Inner Circle Agency Inc.

Toronto
Hybrid
CAD 80,000 - 90,000
6 days ago
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Director of Engineering – Machine Design

TuxMat Inc.

Toronto
On-site
CAD 120,000 - 160,000
6 days ago
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cardiologist

Ming Wui Medical Centre

Toronto
On-site
CAD 80,000 - 120,000
6 days ago
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Lead Credit %26 Equity Risk Manager - FinDev Canada

Export Development Canada

Toronto
Hybrid
CAD 127,000 - 170,000
6 days ago
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OEM Account Manager / Modern Retail – Canada

CDK GLOBAL INC

Toronto
Hybrid
CAD 115,000 - 134,000
6 days ago
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Ingénieur(e) mécanique - Turbines ou Alternateurs hydroélectriques/ Mechanical Engineer - Hydro[...]

SNC-Lavalin

Toronto
On-site
CAD 92,000 - 125,000
6 days ago
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Part-Time After-Sales Customer Service Agent

Home Société

Toronto
On-site
CAD 30,000 - 60,000
6 days ago
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Account Executive - CRM & Ai

AutoTrader.ca

Toronto
On-site
CAD 60,000 - 80,000
6 days ago
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director, advertising

AVC

Toronto
Hybrid
CAD 65,000 - 80,000
6 days ago
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Seasonal Associate (Concierge)

Holt Renfrew

Toronto
On-site
CAD 30,000 - 60,000
6 days ago
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Software Engineer - Mobile (React Native)

BitGo, Inc.

Toronto
On-site
CAD 160,000 - 210,000
6 days ago
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Sales & Marketing Director (Pre-Construction)

AvranceCorp Development

Toronto
On-site
CAD 72,000 - 84,000
6 days ago
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Communications Manager - TELUS Consumer Solution Delivery (1 Year Parental Leave Coverage)

Intello Technologies Inc.

Toronto
On-site
CAD 72,000 - 108,000
6 days ago
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appliance service technician

Aerus

Toronto
On-site
CAD 60,000 - 80,000
6 days ago
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Retail Associate

Red Canoe National Heritage Brands

Toronto
On-site
CAD 80,000 - 100,000
6 days ago
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Lead Cyber Security Engineer

EQ Bank | Equitable Bank

Toronto
On-site
CAD 100,000 - 130,000
6 days ago
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foreman / woman, sash and door assembly

Soufi's

Toronto
On-site
CAD 30,000 - 50,000
6 days ago
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Information Security Risk Manager

Global Technical Talent, an Inc. 5000 Company

Toronto
Hybrid
CAD 100,000 - 125,000
6 days ago
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Marketing and Sales Support Coordinator

Colliers Engineering & Design

Toronto
On-site
CAD 50,000 - 70,000
6 days ago
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Regulatory Affairs Associate

Boston Scientific Gruppe

Toronto
On-site
CAD 100,000 - 125,000
6 days ago
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Abercrombie & Fitch - Brand Representative, cf Fairview

ABERCROMBIE AND FITCH

Toronto
On-site
CAD 30,000 - 40,000
6 days ago
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Account Executive, Mechanical Service

CMS Group Ltd

Toronto
On-site
CAD 60,000 - 80,000
6 days ago
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Close Protection / Executive Protection Agent

AFIMAC

Toronto
On-site
CAD 80,000 - 100,000
6 days ago
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Lead Data Architect

Scotiabank

Toronto
On-site
CAD 120,000 - 150,000
6 days ago
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Tax Information Reporting
Citco
Toronto
On-site
CAD 70,000 - 90,000
Full time
6 days ago
Be an early applicant

Job summary

A leading financial services firm in Toronto is seeking a professional to manage AEOI data and support account documentation processes. The ideal candidate will have over 4 years of experience in Financial Services, with a focus on client relationship management and adherence to regulatory standards. We prioritize well-being, offering flexible working arrangements and fostering a diverse and inclusive environment.

Benefits

Flexible working arrangements
Training and education support
Diversity and inclusion initiatives

Qualifications

  • 4+ years experience in Financial Services; knowledge of FATCA & CRS is an asset.
  • Experience with Hedge, Private Equity, Real Assets, and Corporate Services platforms is a bonus.

Responsibilities

  • Maintain AEOI data and manage account holder documentation.
  • Support tax information analyses and manage client expectations.
  • Research for process improvements to increase operational efficiency.

Skills

Interpersonal skills
Client relationship management
Attention to detail
Project management
Adaptability

Education

Qualified degree in Financial Services

Tools

Citco core systems
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 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.

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
About You :
  • Qualified degree (preferably in a discipline relevant to Financial Services).
  • 4+ 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
Key Competencies :
  • Excellent interpersonal / relationship management skills
  • Proven strong client relationship 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
Our 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.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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