Tax Information Reporting Specialist
3 weeks ago
Tax Information Reporting Specialist (FATCA/CRS) 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. Responsibilities Preparing AEOI filing analysis and other output for delivery to clients. Proactively managing daily workflow and ensuring set deadlines are met. Work with the seniors and supervisors on the team to make sure all deliverables are reviewed and sent in a timely manner. Manage communications and ongoing relationships with AEOI clients, their investors, and other external and internal stakeholders. Manage expectations and ensure that all queries are dealt with in a timely manner. Provide excellent service to clients via direct or indirect contact. Maintain and improve knowledge of the Automatic Exchange of information regulatory and compliance environment as it impacts service and/or clients, including industry research and analysis as required. Review and provide feedback on self‑certifications and IRS withholding forms. Read and interpret Financial Statements in order to determine account values. Local AEOI portal registration/de‑registration, communication and troubleshooting. Research, analyze and provide recommendations for process improvements to increase operational efficiencies. Identify, analyze and troubleshoot classification and re‑classification inconsistencies. Additional tasks as assigned. Qualifications You have a BA in business or similar. Est. 1‑2 years’ experience in a financial administration role or similar. Exceptional attention to detail. Excellent organizational and multi‑tasking skills. Willingness to learn new concepts and be part of a global team. 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. Dartmouth, Nova Scotia, Canada #J-18808-Ljbffr
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Tax Information Reporting Lead
6 days ago
Halifax, Canada The Citco Group Limited Full timeA market leader in asset servicing is seeking a Senior Specialist in Tax Information Reporting, focusing on FATCA, CRS, and Chapter 3 responsibilities. The ideal candidate holds a degree in Financial Services with 2-4 years of relevant experience. The role entails client relationship management, preparing AEOI filing analyses, and ensuring compliance with...
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FATCA/CRS Tax Reporting Specialist
3 weeks ago
Halifax, Canada The Citco Group Limited Full timeA leading financial services provider in Halifax is seeking a Tax Information Reporting Specialist to prepare AEOI filings, manage client communications, and improve operational efficiencies. Ideal candidates will possess a BA in business or related field, and have 1-2 years of financial administration experience. This role requires exceptional attention to...
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Halifax, Canada The Citco Group Limited Full timeA leading financial services provider in Halifax is seeking a Senior Specialist for Tax Information Reporting (FATCA/CRS & Chapter 3). This role involves preparing and managing AEOI filing analysis, validating IRS forms, and guiding junior staff. Candidates should have a degree in financial services and 2-4 years of relevant experience. The position promises...
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Senior Specialist, Tax Information Reporting
6 days ago
Halifax, Canada The Citco Group Limited Full timeJoin to apply for the Senior Specialist, Tax Information Reporting (FATCA/CRS & Chapter 3) role at The Citco Group Limited. We are the market leader and a pioneer in asset servicing. Since 1948, we have evolved to become the premier provider to hedge funds, alternatives, corporations, and private clients. Our innovative spirit drives us to shape the future...
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Senior Specialist, Tax Information Reporting
3 weeks ago
Halifax, Canada The Citco Group Limited Full timeSenior Specialist, Tax Information Reporting (FATCA/CRS & Chapter 3) 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 leading to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us...
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Tax Preparation/administration
2 weeks ago
Halifax, Canada Unbordered Tax Inc. Full timeThis position involves tax preparation and administrative duties related to the operations of a tax-focused CPA firm. The duties are summarized below. This position works under moderate levels of supervision from managers. The incumbent must be ordinarily available Monday to Friday during standard business hours (8:30 a.m. to 5 p.m. - an 8 hour day with a...
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Tax Information Reporting Manager
3 weeks ago
Halifax, Canada The Citco Group Limited Full timeA leading financial services provider in Halifax seeks a Manager for Tax Information Reporting. Responsibilities include coordinating Enhanced Information Reporting Services, managing client relationships, and guiding junior staff. The ideal candidate has at least 6 years of experience in Financial Services, strong organisational skills, and proficiency in...
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Manager, Tax Information Reporting
2 weeks ago
Halifax, Nova Scotia, Canada The Citco Group Limited Full timeReporting to the AEOI Vice President and working with staff in Canada and the Philippines, the Manager will be responsible for coordination of Enhanced Information Reporting Services (Chapter 3 / 1042 / US withholding) and standard FATCA/CRS Services: engagements for existing and new clients, coordination of reviews and remediation efforts, ongoing client...
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Manager, Tax Information Reporting
1 week ago
Halifax, Nova Scotia, Canada Citco Full timeReporting to the AEOI Vice President and working with staff in Canada and the Philippines, the Manager will be responsible for coordination of Enhanced Information Reporting Services (Chapter 3 / 1042 / US withholding) and standard FATCA/CRS Services: engagements for existing and new clients, coordination of reviews and remediation efforts, ongoing client...
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Manager, Tax Information Reporting
2 weeks ago
Halifax, Nova Scotia, Canada The Citco Group Limited Full timeJob DescriptionReporting to the AEOI Vice President and working with staff in Canada and the Philippines, the Manager will be responsible for coordination of Enhanced Information Reporting Services (Chapter 3 / 1042 / US withholding) and standard FATCA/CRS Services: engagements for existing and new clients, coordination of reviews and remediation efforts,...
