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 robust 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
- Strong 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.

📌 Tax Supervisor for AEOI at Citco (Halifax Regional Municipality)
🏢 The Citco Group
📍 Halifax Regional Municipality