Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 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
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.
As a core member of our Tax 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.
ResponsibilitiesWe are seeking a highly motivated Junior Tax & AI Automation Analyst to join our growing Tax Services team. This role combines fund tax operations with data analytics and automation initiatives, supporting large-scale tax compliance processes across global clients.
The ideal candidate is both detail-oriented and technically curious, with the ability to work across structured financial data while contributing to process improvement and automation efforts.
Key Responsibilities:
Tax Operations & Data Review
- Support the preparation and review of tax deliverables, including Schedule K-1 data and investor-level reporting
- Perform data validation and reconciliation using structured checklists
- Identify discrepancies, investigate variances, and escalate issues where appropriate
AI & Automation Support
- Assist in the development and execution of automation workflows for tax processes (e.g., document extraction, data validation)
- Support testing and validation of AI-driven outputs against source documents
- Maintain and enhance standardized templates, trackers, and dashboards
- Collaborate with internal teams on process digitization initiatives
Process Improvement & Collaboration
- Participate in discussions with cross-functional teams to understand current processes
- Take clear, structured notes from meetings to document workflows and requirements
- Develop a strong understanding of existing processes and contribute ideas to enhance efficiency and scalability
- Analyze recurring issues and identify opportunities to improve accuracy and reduce manual effort
- Contribute to the standardization and evolution of tax workflows
Education
- Bachelor’s degree in:
- Accounting, Finance, or Tax (preferred)
- OR Data Analytics, Information Systems, or related field
Experience
- 0–3 years of relevant experience in:
- Tax, fund accounting, audit, or financial services OR
- Data analysis, process automation, or operations
- Exposure to financial services (e.g., funds, private equity, real estate) is a strong advantage
Key Competencies:
- Strong attention to detail and ability to handle repetitive tasks with accuracy
- Process-driven mindset with the ability to follow and improve structured workflows
- Strong written and verbal communication skills
- Analytical thinker with a focus on identifying inconsistencies and resolving issues
- Open-minded and adaptable, with a willingness to learn new tools and approaches
- Ability to collaborate across teams, actively engage in discussions, and translate process understanding into improvement ideas
- Interest in leveraging technology to improve manual processes
What we offer:
- Exposure to global tax compliance and fund structures
- Opportunity to work on automation and AI-driven initiatives
- Collaborative environment with cross-functional teams across tax and technology
Why join us
This role offers a unique opportunity to combine tax expertise with emerging technologies, contributing to the transformation of large-scale tax operations through automation and AI.
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.
Skills Required
- Bachelor's degree in Accounting, Finance, Tax, Data Analytics, Information Systems, or a related field
- 0-3 years of relevant experience in tax, fund accounting, audit, financial services, data analysis, process automation, or operations
- Strong attention to detail and ability to perform repetitive tasks accurately
- Process-driven mindset and ability to follow and improve structured workflows
- Strong written and verbal communication skills
- Analytical ability to identify inconsistencies and resolve issues
- Ability to collaborate across teams and translate process understanding into improvement ideas
- Interest in using technology to improve manual processes
- Exposure to financial services, funds, private equity, or real estate
What We Do
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, we continue to pioneer award-winning services and technology solutions that meet ever changing markets. A commitment to investing in people, and proprietary technologies, has resulted in our reputation as the industry’s preeminent service provider, reassuring clients that their critical administration functions are in safe hands. Our thought leadership and ability to quickly navigate complex change means our clients can depend on us as trusted advisors to make informed decisions in response to market conditions. Our Divisions Citco Fund Services & Investor Relations CFS is the global leader in services for the alternative investment industry. With over 2,000 funds under administration and net assets exceeding $840 billion, we provide full service fund administration, fund accounting, net asset value calculations, investor relations, and more. Governance Services Leveraging our extensive global office network Citco Governance Services provides customised solutions, including corporate and global subsidiary governance, secretarial services, financial accounting and reporting, tax and audit liaison, and market entry services. Banking, Depositary & Custody Services Citco Banks operate in strategic financial centres and provide Institutional and Fund of Funds clients access to the funds universe through multiple communication and online real-time global funds platforms. Citco Technology Management Through our eight global development centres, Citco Technology Management provides secure infrastructures and develops award-winning technology products that underpin our commitment to service excellence.
