Our client is seeking a Senior AEOI Support person within the AEOI Team on the Isle of Man. In this full-time, permanent role, you will play an important part in supporting compliance with global tax reporting obligations, specifically focusing on FATCA (Foreign Account Tax Compliance Act), CRS (Common Reporting Standard), and other relevant AEOI frameworks. You will assist with the end-to-end AEOI reporting process, support technical inquiries, and help implement reporting solutions and technology automation initiatives to enhance efficiency.
JOB DUTIES:
- Ensure that AEOI policies and procedures are implemented following local and international regulations.
- Assist with data validation, quality assurance, and reconciliation checks to ensure accurate reporting.
- Prepare reports, certifications, and other documentation required for AEOI compliance.
- Manage 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 as they apply to fiduciary services.
- Serve as a subject matter expert for AEOI-related queries across the organisation, providing guidance on reporting obligations.
- Liaise 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 regarding AEOI regulations and reporting.
- Assist technology teams in automating and streamlining the AEOI reporting process, focusing on improvements.
- Support the development and implementation of reporting technology solutions, ensuring system alignment with global tax requirements.
- Conduct gap analyses and define system requirements for automation, data collection, and integration with tax reporting platforms.
- Monitor emerging technologies that could enhance the AEOI reporting function.
- Develop and deliver training materials to educate internal stakeholders on AEOI obligations and best practices.
- Stay updated on evolving AEOI regulations to support continuous learning within the reporting team.
- Help identify and mitigate risks associated with AEOI reporting, including data inaccuracies and compliance failures.
- Establish and maintain robust internal controls for the AEOI reporting process.
- Regularly review and update reporting procedures to adapt to regulatory changes.
JOB REQUIREMENTS:
- Bachelor’s degree in Finance, Accounting, Tax, Law, or a related field; advanced degree or professional certification preferred.
- Proven track record in the fiduciary services industry with 3+ years of experience in AEOI reporting, FATCA/CRS compliance, or tax-related roles within financial services.
- Experience with technology-driven reporting processes.
- Familiarity with global tax regulations, particularly in fiduciary contexts.
- Knowledge of AEOI, FATCA, CRS, and other global tax reporting frameworks.
- Experience with tax reporting software and automation tools, including XML Schema and reporting platforms.
- Competency in data analytics, manipulation, and validation using Excel or similar tools.
- Excellent organisational skills and strong attention to detail.
- Good verbal and written communication skills, with the ability to explain technical details effectively.
- Strong relationship-building skills and ability to work within a team environment.
- Self-starter with the ability to work on your initiative.
WHAT YOU’LL LOVE:
In this role, you will have the opportunity to assist with the implementation of innovative reporting solutions and technology automation, enhancing the efficiency of global tax reporting compliance. You will also be able to contribute to training sessions for internal stakeholders, fostering continuous learning and adherence to AEOI obligations.
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