Job Description
Elevate your career as a Senior Specialist in Tax Information Reporting at Citco. Focus on FATCA/CRS compliance and data management for diverse global clients in this key role.
Join the Automatic Exchange of Information (AEOI) Team to manage regulatory deliverables while ensuring top-tier client service. This senior position requires collaboration with teams across Toronto, Halifax, and Manila. Your expertise in FATCA, CRS regulations, and IRS forms will be crucial in driving operational efficiencies.
Key Responsibilities:
• Prepare AEOI filing analysis and 1042 data management
• Validate IRS W-form series using specialized software
• Review deliverables and provide guidance to junior staff
• Manage client relationships and ensure efficient communication
• Research and recommend process improvements for efficiencies
Requirements:
• Degree in Financial Services or relevant field
• 2-4+ years in Financial Services with FATCA/CRS exposure
• Strong client r...
Join the Automatic Exchange of Information (AEOI) Team to manage regulatory deliverables while ensuring top-tier client service. This senior position requires collaboration with teams across Toronto, Halifax, and Manila. Your expertise in FATCA, CRS regulations, and IRS forms will be crucial in driving operational efficiencies.
Key Responsibilities:
• Prepare AEOI filing analysis and 1042 data management
• Validate IRS W-form series using specialized software
• Review deliverables and provide guidance to junior staff
• Manage client relationships and ensure efficient communication
• Research and recommend process improvements for efficiencies
Requirements:
• Degree in Financial Services or relevant field
• 2-4+ years in Financial Services with FATCA/CRS exposure
• Strong client r...
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