Senior AEOI

Position: Senior AEOI Support
Location: Douglas

Our Client is an international provider of Corporate Services & Global Expansion, Active Wealth and Fund Solutions, with offices across multiple jurisdictions and territories. They now require someone for a Senior AEOI Support role within the team.

As Senior AEOI Support here you will be a key player in shaping international tax reporting and compliance. This is more than just reporting - you will drive automation, influence global processes, and act as a trusted advisor on complex AEOI matters across multiple jurisdictions.

Duties will include:

* 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

The ideal candidate for the role of Senior AEOI Support will have:

* A 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