Head of AEOI

Isle of Man Jersey, Channel Islands Warsaw

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As the Head of AEOI (Automatic Exchange of Information), you will play a critical role in ensuring compliance with global tax reporting obligations, specifically focusing on FATCA (Foreign Account Tax Compliance Act), CRS (Common Reporting Standard), and other relevant AEOI frameworks. The role involves leading the end-to-end AEOI reporting process, supporting the wider group with technical inquiries, implementing reporting solutions, and leading technology automation initiatives to enhance efficiency.

This position requires a blend of understanding global tax transparency regulations, compliance expertise, project management, and hands-on experience with technology solutions in the financial services industry.

Location: 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.

Key Accountabilities

AEOI Reporting & Compliance

  • Ensure that AEOI policies and procedures are implemented in accordance with local and international regulations.
  • Oversea data validation, quality assurance, and reconciliation checks to ensure accurate reporting.
  • Prepare reports, certifications, and other documentation required for AEOI compliance.
  • Lead and manage the annual AEOI reporting process for FATCA and CRS, ensuring timely and accurate submissions to tax authorities.
  • Maintain a thorough understanding of global tax transparency and AEOI regulations and their application to fiduciary services.

Stakeholder Support & Enquiries

  • Serve as the subject matter expert for tax and AEOI-related queries across the group, providing guidance on complex reporting obligations.
  • Act as a liaison between internal teams (e.g. Compliance, Legal, Client Service teams) 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 drive data quality.

Technology & Automation

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

Knowledge & Experience

  • 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 in senior role(s)
  • 5+ years of experience in AEOI reporting, FATCA/CRS compliance, and tax-related roles within the fiduciary services industry.
  • Proven experience in managing technology-driven reporting processes.
  • Familiarity with global tax regulations, particularly in fiduciary contexts.
  • Experience in Project and Change Management is an advantage.
  • Strong 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).
  • Proficient in data analytics, manipulation, and validation using Excel, SQL, or similar tools.
  • Knowledge of regulatory reporting systems and standards.

For more information or to request a copy of the full job description, please email [email protected]

Agency Notice

We kindly ask that recruitment agencies do not submit unsolicited CVs or candidate profiles to our hiring managers or recruitment team. Any CVs received without a prior agreement will be deemed unsolicited, and we will not be liable for any fees, commissions, or terms associated with such submissions. All agency correspondence, enquiries, or proposals should be directed to [email protected]

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