Senior AEOI Support

Isle of Man Jersey, Channel Islands Warsaw

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 Isle of Man, Jersey, Guernsey, or Poland, offering the opportunity to work as part of our international AEOI and regulatory reporting team.

• 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.
• Assist the technology teams to automate and streamline the AEOI reporting process, focusing on process improvements.
• Support the development and implementation of reporting technology solutions, ensuring system alignment with global tax regulatory requirements.
• Assist with gap analyses and defining system requirements for automation, data collection, and integration with tax reporting platforms.
• Assist with implementation of data automation tools to ensure efficient data extraction, transformation, and reporting.
• Monitor emerging technologies and trends that can improve the AEOI reporting function.

• 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.

• 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.

• Ability to work within a team environment.
• Ability to articulate succinctly and efficiently deal with a wide range of business issues.
• Seek to improve and develop existing working practices.
• Share best practices, support coaching and motivate others to succeed.
• Excellent organisational skills and attention to detail.
• Good communicator (verbal and written) with the ability to explain technical detail.
• Strong relationship building skills.
• Self-starter with the ability to work on own initiative.

• The right candidate will be fluent in English with strong written and oral communication skills. Strong written and verbal communication skills are a critical requirement of the position.