Our client is seeking an AEOI Reporting Manager to join their team on a full-time basis. This role plays a vital part in ensuring compliance with global tax reporting frameworks, with a focus on FATCA, CRS, and other AEOI obligations. The successful candidate will be responsible for leading the end-to-end AEOI reporting process, supporting business units with technical expertise, enhancing data quality, and driving technology-based automation solutions to streamline reporting.
Job Duties:
- Lead the annual AEOI reporting process for FATCA and CRS, ensuring timely, accurate submissions to tax authorities
- Ensure AEOI policies and procedures comply with both local and international regulations
- Perform data validation, reconciliation checks, and quality assurance on reporting data
- Prepare necessary reports, certifications, and supporting documentation for AEOI compliance
- Act as the subject matter expert on AEOI queries, offering guidance across business units
- Collaborate with Compliance, Legal, Tax, and client-facing teams to support accurate data collection and reporting
- Support the business with AEOI-related inquiries and regulatory interpretations
- Work with technology teams to automate the AEOI reporting process and improve reporting efficiency
- Lead or contribute to the development and implementation of tax reporting solutions and platforms
- Conduct gap analyses and define requirements for reporting system improvements
- Implement data automation tools to enhance reporting workflows
- Monitor emerging technologies and trends relevant to AEOI reporting
- Develop and deliver internal training on AEOI frameworks and best practices
- Stay updated on regulatory changes and ensure the reporting team is informed
- Identify and mitigate risks in the AEOI reporting lifecycle
- Maintain and review robust internal controls to support reporting accuracy and compliance
- Continuously update procedures in line with evolving regulatory obligations
Job Requirements:
- Bachelor’s degree in Finance, Accounting, Law, Tax, or a related field; an advanced degree or professional certification is desirable
- Minimum of five years’ experience in AEOI reporting, FATCA/CRS compliance, or tax-related roles in financial or fiduciary services
- Proven experience in fiduciary services at a senior level
- Strong understanding of AEOI, FATCA, CRS, and global tax reporting frameworks
- Experience with technology-driven reporting processes, including automation and integration
- Familiarity with tax reporting platforms and data standards such as XML Schema
- Proficiency in data analysis and validation using Excel, SQL, or similar tools
- Project or change management experience is an advantage
- Strong communication and stakeholder engagement skills
What You’ll Love:
Our client offers a forward-thinking environment where compliance and innovation go hand in hand. You’ll join a team dedicated to excellence in regulatory reporting, with opportunities to lead transformative change, shape best practices, and develop specialist expertise in global tax compliance. With a strong focus on collaboration and continuous improvement, this is a role where your knowledge and leadership will have a direct impact.
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