Tax Information Specialist; FATCA, CRS, CH-; Approx

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.

• 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.

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 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.