Lead the Automatic Exchange of Information team at Citco as a Tax Supervisor. Manage global AEOI services, ensuring timely communication and quality deliverables for clients worldwide.

As a Tax Supervisor at Citco, you will oversee the AEOI team in Toronto, responsible for coordinating services and managing client relationships. Your role requires a strong background in financial services, particularly in regulatory compliance and client communication. You will engage with clients, oversee project timelines, and ensure quality standards in deliverables.

Key Responsibilities:
• Coordinate annual, monthly, and daily AEOI deliverables
• Communicate daily with the team for status updates
• Review and validate IRS W Series forms




• Manage client relationships and external communications
• Maintain knowledge of AEOI regulations and compliance

Requirements:
• Degree in Financial Services or related field
• 3+ years’ experience in Financial Services
• Solid understanding of FATCA/CRS regulations
• Client relationship management experience
• Proficiency in Microsoft Office applications

Excel in managing AEOI services and client communications by joining Citco as a Tax Supervisor.
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📌 Tax Supervisor for AEOI at Citco (Nova Scotia)
🏢 The Citco Group
📍 Nova Scotia