Senior Specialist, Tax Information Reporting
6 days ago
Join 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 of the industry, delivering performance and staying at the vanguard of our field. Responsibilities Preparing AEOI filing analysis, 1042 data, withholding rate information, and other client deliverables. Proactively managing daily workflow and ensuring set deadlines are met. Validating IRS W‑form series and withholding statements using specialized validation software. Reviewing deliverables produced by other contributors for release to clients. Providing guidance to junior staff. Managing communications and ongoing relationships with AEOI clients, investors, and other stakeholders. Managing expectations and ensuring timely resolution of all queries; delivering excellent client service via direct or indirect contact. Maintaining and improving knowledge of the Automatic Exchange of Information regulatory and compliance environment as it impacts service and/or clients, including industry research and analysis, Chapter 3, and withholding requirements. Reviewing and providing feedback on AEOI self‑certification forms. Reading and interpreting financial statements to determine account values. Managing local AEOI portal registration/de‑registration, communication, and troubleshooting. Researching, analyzing, and recommending process improvements to increase operational efficiencies. Identifying, analyzing, and troubleshooting classification and re‑classification inconsistencies. Performing additional tasks as assigned. Qualifications Degree qualified (preferably in a discipline relevant to Financial Services). 2–4 + years experience in Financial Services, with exposure to FATCA & CRS regulations and IRS W‑series forms an advantage. Proven strong client relationship skills. Proven experience managing multiple projects/deliverables; excellent organisational 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. Benefits Your well‑being is our priority. We offer a range of benefits, training and education support, and flexible working arrangements to help you succeed while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritising 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 all phases of the selection process. Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Accounting/Auditing and Finance #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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Tax Information Reporting Specialist
3 weeks ago
Halifax, Canada The Citco Group Limited Full timeTax 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...
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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
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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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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Manager, Tax Information Reporting
3 weeks ago
Halifax, Canada The Citco Group Limited Full timeManager, Tax Information Reporting (FATCA/CRS and Chapter 3) Join to apply for the Manager role at The Citco Group Limited. Job Description Reporting 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...
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Senior Specialist, Tax Information Reporting
5 days ago
Halifax, Nova Scotia, Canada The Citco Group Full timeDescription 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...
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Senior Specialist, Tax Information Reporting
3 days ago
Halifax, Nova Scotia, Canada Citco Full timeAbout 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...
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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...
