Tax Supervisor (FATCA/CRS/Chapter 3)

About Citco

Citco is a global leader in fund services, corporate governance and related

asset services with staff across 50 office locations worldwide. With more than

$1.8 trillion in assets under administration, we deliver end-to-end solutions

and exceptional service to meet our clients’ needs.

For more information about Citco, please visit www.citco.com

[http://www.citco.com]

About the Team and 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 seamless client experience.

As a core member of our team, you will be working with some of the industry’s

most accomplished professionals to deliver award-winning services for complex

fund structures that our clients can depend upon.

Your Role

The Automatic Exchange of Information (AEOI’) Team is seeking a supervisor who

will be responsible for supervision of the central AEOI team in Toronto and for

servicing AEOI clients globally. Reporting to the Manager -AEOI, the AEOI

Supervisor will be responsible for coordination of AEOI services: completion of

annual regulatory deliverables, engagements for existing and new clients, and

ongoing client servicing.

A varied multi-tasking role which encompasses client relationship management,

investor communication, and daily internal/external stakeholder management and

communication combined with all relevant and associated team supervision and

administration.

• You will Coordinate and oversee preparation by AEOI team of

annual/monthly/daily deliverables, managing and monitoring timing and

quality.

• Communicate daily with team and reporting lines; prepare and provide progress

and status updates, escalate items to management as required.

• Review, validate and process IRS W Series forms for Chapter 3 withholding

purposes.

• Review / approve deliverables and assist production where necessary.
• Provide guidance to Individual Contributor-level staff on AEOI technical

items and queries.

• 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.

• 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.

• Identify, analyze and troubleshoot classification and re-classification

inconsistencies.

• Local AEOI portal registration/de-registration, communication and trouble

shooting

About You

• You are degree qualified (preferably in a discipline relevant to Financial

Services)

• 3+ years’ experience in Financial Services and/or Fund Administration
• Exposure to Regulatory Compliance, FATCA/CRS, AML/KYC, and/or Investor

Relations an advantage

• Proven strong client relationship skills
• Proven experience managing multiple projects / deliverables; excellent

organizational 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
• Experience supervising, training, or supporting junior staff an advantage
• Proficient in Microsoft Office applications

Key Competencies

• Organization and Resources Management
• Leadership
• Client Relationship Management
• Communication
• Business, Technical & Commercial Awareness
• Quality and Risk Control
• Decision Making
• Developing Working Relationships with others

Our Benefits

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.