Senior AEOI Support
Isle of Man
Permanent
Our client seeks a Senior AEOI Support Professional to join their team.
You will be a key player in shaping international tax reporting and compliance. This is more than just reporting, you'll drive automation, influence global processes, and act as a trusted advisor on complex AEOI (Automatic Exchange of Information) matters across multiple jurisdictions.
If you bring experience in AEOI, FATCA, CRS, and financial services compliance, and you're excited by the idea of combining technical expertise with innovation and process improvement, this could be your next career move.
**This role can be based in the Isle of Man, Guernsey or Jersey**
Key Responsibilities:
- Ensure that AEOI policies and procedures are implemented in accordance with local and international regulations.
- Assist with data validation, quality assurance, and reconciliation checks to ensure accurate reporting.
- Assist with preparing reports, certifications, and other documentation required for AEOI compliance.
- Assist with the annual AEOI reporting process for FATCA and CRS, ensuring timely and accurate submissions to tax authorities.
- Maintain a thorough understanding of global AEOI regulations and their application to fiduciary services.
- Be a subject matter expert for AEOI-related queries across the group, providing guidance on complex reporting obligations.
- Assist with liaison between internal teams (e.g., Compliance, Legal, and Tax) and external stakeholders (e.g., clients, auditors, and tax authorities).
- Collaborate with client-facing teams to ensure accurate client data collection and reporting.
- Respond to ad-hoc inquiries from business units about AEOI regulations and reporting.
- Work with local business units to help drive data quality.
- Support with developing and delivering training materials and sessions to educate internal stakeholders on AEOI obligations and best practices.
- Stay updated on evolving AEOI regulations and support continuous learning within the reporting team.
- Help identify and mitigate risks associated with AEOI reporting, including data inaccuracies, non-compliance, and reporting failures.
- Help establish and maintain robust internal controls for the AEOI reporting process.
- Regularly review and help update reporting procedures to adapt to regulatory changes.
Key Skills and Experience:
- Bachelor's degree in Finance, Accounting, Tax, Law, or a related field; advanced degree or professional certification.
- Proven track record in the fiduciary services industry.
- 3+ years of experience in AEOI reporting, FATCA/CRS compliance, or tax-related roles within financial services or fiduciary services.
- Experience in technology-driven reporting processes.
- Familiarity with global tax regulations, particularly in fiduciary contexts.
- Project and change management experience is a plus.
- Knowledge of AEOI, FATCA, CRS, and other global tax reporting frameworks.
- Experience with tax reporting software and automation tools (e.g., XML Schema, reporting platforms).
- Experience in data analytics, manipulation, and validation using Excel or similar tools.
- Knowledge of regulatory reporting systems and standards.
- Fluent in English with strong written and verbal communication skills.
- Strong relationship building skills.
Your specialist: Paige Milestone
Quote job ref: 16704
Hi, I'm your specialist Paige and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.
