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
Salary description
£35000.00 - £42000.00 per year