AEOI Assistant Manager

Isle of Man

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As an AEOI Assistant Manager at ZEDRA you’ll play an important role in supporting global tax reporting and compliance, with a focus on FATCA and CRS. You’ll be involved in the full reporting lifecycle from working with data and ensuring accuracy, to supporting submissions and responding to technical queries across the business.

This is a great opportunity for someone who enjoys combining regulatory expertise with technology and process improvement. You’ll collaborate with teams across Compliance, Tax, and

Operations, help strengthen reporting processes, and contribute to automation initiatives that make a real impact on how the business operates.

If you’re looking to grow your career in international tax compliance within financial services, while working in a collaborative and forward-thinking environment, this role will give you both exposure and progression.

In this position, you’ll lead and develop a local finance team, oversee statutory reporting, tax, and payroll activities, and ensure audit readiness. Beyond day-to-day operations, you’ll also contribute to wider transformation initiatives, process improvements, and finance systems development across the Group.

This role is ideal for an experienced finance professional who enjoys working in a dynamic, international environment, takes ownership, and is excited to represent ZEDRA Poland from a financial perspective while influencing decision-making at a senior level.

Key Responsibilities

AEOI Reporting & Compliance (Core of the Role)

  • Support the end-to-end AEOI reporting process for FATCA and CRS, ensuring timely and accurate submissions to tax authorities.
  • Ensure that AEOI policies and procedures are implemented in line with local and international regulations.
  • Perform data validation, reconciliation, and quality assurance checks to maintain high reporting accuracy.
  • Prepare reports, certifications, and documentation required for AEOI compliance.
  • Maintain a strong understanding of AEOI regulations and their application within fiduciary services.

Stakeholder Support & Subject Matter Expertise

  • Act as a point of contact for AEOI-related queries, providing guidance on reporting obligations.
  • Liaise with internal teams (Compliance, Legal, Client teams) and external stakeholders (clients, auditors, tax authorities).
  • Collaborate with client-facing teams to ensure accurate client data collection and reporting.
  • Respond to ad hoc queries and support the business in understanding AEOI requirements.
  • Drive and support data quality improvements across local business units.

Technology, Automation & Process Improvement

  • Support the automation and continuous improvement of AEOI reporting processes.
  • Assist in the development and implementation of reporting technology solutions aligned with regulatory requirements.
  • Contribute to gap analyses and definition of system and data requirements.
  • Support implementation of data tools for efficient extraction, transformation, and reporting.
  • Stay informed on emerging technologies to enhance reporting capabilities.

Risk Management & Reporting Controls

  • Support identification and mitigation of risks related to AEOI reporting (e.g., data inaccuracies, non-compliance).
  • Assist in maintaining robust internal controls for reporting processes.
  • Contribute to regular reviews and updates of procedures in line with regulatory changes.

Training & Knowledge Sharing

  • Assist in developing and delivering training on AEOI obligations and best practices.
  • Stay up to date with regulatory changes and promote continuous learning within the team.

Knowledge & Experience

  • Advanced degree or relevant professional certification in Finance, Accounting, Tax, Law, or a related field.
  • Proven experience in a similar role within fiduciary or financial services.
  • Minimum 3+ years’ experience in AEOI / FATCA / CRS or related tax reporting roles.
  • Strong understanding of global tax and regulatory frameworks.
  • Experience with reporting platforms, XML schema, and automation tools.
  • Experience in data analysis, validation, and manipulation (Excel, SQL or similar).
  • Exposure to technology-driven reporting processes; project/change management is a plus.

Personal Attributes

  • Strong attention to detail and organisational skills.
  • Clear and confident communicator with the ability to explain technical concepts.
  • Strong stakeholder management and relationship-building skills.
  • Proactive, self-driven, and focused on continuous improvement.
  • Ability to manage multiple priorities and work independently.

Language Requirements

  • Fluent English with strong written and verbal communication skills.

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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