01 Aug
|
Citco Group
|
Toronto
01 Aug
Citco Group
Toronto
Job Description Supervisor, Tax Information Reporting (FATCA/CRS) at The Citco Group Limited Join to apply for the Supervisor, Tax Information Reporting (FATCA/CRS) role at The Citco Group Limited. The market leader, the premier provider, and the best in the business. At Citco, we’ve been the front‑runner in our field since 1948, leading the evolution of the asset servicing sector. We continue to innovate, expand, and shape the future while serving hedge funds, alternatives, corporations, and private clients across asset classes and geographies. About Citco 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. Responsibilities The Automatic Exchange of Information (AEOI) Team seeks a Supervisor who will oversee the central AEOI team in Toronto and serve AEOI clients globally. Reporting to the Manager, AEOI, your responsibilities include: Coordinate and oversee preparation by AEOI team of annual/monthly/daily deliverables, managing and monitoring timing and quality. Communicate daily with team and reporting lines; prepare and provide progress and status updates, escalating items to management as required. Research, analyze and recommend process improvements to increase operational efficiencies. Review/approve deliverables and assist production where necessary. Provide guidance to Individual Contributor-level staff on AEOI technical items and queries; assist ICs in directinginternal queries/escalations to appropriate contacts. Manage communications and ongoing relationships with AEOI clients, their investors, and other external and internal stakeholders.
Manage expectations and ensure all queries are dealt with in a timely manner. Maintain and improve knowledge of the Automatic Exchange of Information regulatory and compliance environment; conduct industry research and analysis as required. Identify, analyze and troubleshoot classification and re‑classification inconsistencies. Local AEOI portal registration/de‑registration, communication and troubleshooting. Read and interpret Financial Statements. Additional tasks as assigned. Qualifications Degree qualified (preferably in a discipline relevant to Financial Services). Four or more years’ experience in Financial Services, with exposure to FATCA and CRS regulations an advantage. Assets Proven strong client‑relationship skills. Proven experience managing multiple projects / deliverables; excellent organizational and multi‑tasking skills. Exceptional attention to detail. Results‑driven and self‑motivated. Ability to work in global teams and adapt to different communication styles. Proficient in Microsoft Office applications. Key Competencies Organization and resources management. Leadership. Client relationship management. Communication. Business, technical and commercial awareness. Quality and risk control. Decision making. Developing working relationships with others. Salary Range: CAD 77,000 – CAD 93,000 Benefits Your well‑being is paramount. We offer a range of benefits, training and education support, and versatile working arrangements to help you balance career and personal needs. We welcome and encourage applications from people with disabilities; accommodations are available upon request for all selection stages. Seniority level Mid‑Senior level Employment type Full‑time Job function Accounting / Auditing and Finance #J-18808-Ljbffr
📌 Supervisor, Tax Information Reporting - C$77,000 - C$93,000 A Year (Toronto)
🏢 Citco Group
📍 Toronto