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.
Your Role:
- Maintain internal controls ensuring the Company remains compliant with all regulations
- Assist in the management of a portfolio of clients including the allocation of projects across the global tax team
- Review and ensure quality of tax products – work papers, tax returns and all other tax deliverables
- Review federal and state tax returns prepared by 3rd party tax preparers
- Ensure effective Staff Development; train, coach, supervise and appraise performance of staff
- Manage and oversee a team of supervisors, seniors and staff
- Participate in the growing of the tax team including screening and interviewing candidates
- Assist the management and delivering of large projects
- Act as a technical and knowledge resource to the tax department
- Multi-task and juggle priorities in a highly dynamic, global team environment
- Review, build and improve tax processes, this includes handling tax tool enhancement or other related initiatives
- Develop strategies to solve complex technical challenges
- Participate in business development activities to help identify and research opportunities on new/existing clients
- Keep up to date with relevant industry regulatory changes affecting the business operations
- Develop internal and client relationships
About You:
- Strong software skills
- MS Excel – the successful candidate will be comfortable with formulas, should understand the basics of Pivot Tables and Macros, and be able to navigate and understand workbooks
- In general, candidates should have an intuitive feel and be a quick study for various software applications
- Proficient in Go System Tax RS
- Extensive experience in US tax compliance (Federal and State) including review of Forms 1065/K1, 1042, 1099s, 8621, 5471, PFIC reporting etc. for hedge/private equity funds is a MUST
- Knowledge of hedge fund/private equity structures
- Knowledge of partnership accounting and allocations, including tax waterfalls
- Review all the tax lot testing; dividend income/expense, wash sales, straddles, constructive sales, short sale holding period etc. in order to get to final taxable numbers for the accurate income tax filing
- Excellent analytical, problem solving skills with high degree of attention to detail
- Ability to manage multiple tasks/projects
- Proactive and team player attitude
- Enrolled Agent/US CPA designation a plus
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.
