AEOI Reporting Manager

As the AEOI (Automatic Exchange of Information) Reporting Manager, 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 managing 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 compliance expertise, project management, and hands-on experience with technology solutions in the financial services industry.

Key AccountabilitiesAEOI Reporting & ComplianceEnsure that AEOI policies and procedures are implemented in accordance with local and international regulations. Perform 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 authoritiesMaintain a thorough understanding of global AEOI regulations and their application to fiduciary services. Stakeholder Support & EnquiriesServe as the subject matter expert for AEOI-related queries across the group, providing guidance on complex reporting obligations.

Act as a 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 drive data qualityTechnology & AutomationWork 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 AEOI reporting function. Training & DevelopmentDevelop and deliver training materials and sessions to educate internal stakeholders on AEOI obligations and best practices. Stay updated on evolving AEOI regulations and ensure continuous learning for the reporting teamRisk Management & Reporting ControlsIdentify and mitigate risks associated with AEOI reporting, including data inaccuracies, non-compliance, and reporting failures.

Establish and maintain robust internal controls for the AEOI reporting process. Regularly review and update reporting procedures to adapt to regulatory changes. Knowledge and ExperienceBachelor’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, or tax-related roles within financial services or fiduciary services. Proven experience in managing technology-driven reporting processes. Familiarity with global tax regulations, particularly in fiduciary contexts.

Project and change management experience is a plusStrong 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 including key responsibilities, please email recruitment@zedra. comAll agency emails and queries should be sent to recruitment@zedra. com