Our client seeks an AEOI Tax Project Lead to join their team for a minimum 12 months Fixed Term Contrac t .
This is an exciting opportunity for an experienced AEOI, FATCA or CRS professional who enjoys combining technical expertise with problem-solving, stakeholder engagement and project delivery. If you're looking for a role where your knowledge can have a visible impact and where you can help shape how the business responds to an evolving regulatory landscape, this could be the opportunity for you.
Key Responsibilities:
- Lead the delivery of strategic AEOI and tax compliance projects across the business.
- Provide subject matter expertise on FATCA, CRS, CRS 2.0 and other emerging AEOI requirements.
- Review client tax data, classifications, self-certifications and supporting documentation to ensure compliance with regulatory obligations.
- Analyse data and reporting outputs to identify trends, exceptions, risks and opportunities for improvement.
- Develop and maintain project plans, milestones, reporting and governance updates for stakeholders.
- Support the implementation of regulatory and legislative change impacting AEOI processes and reporting obligations.
- Identify opportunities to improve processes, controls, reporting quality and operational efficiency.
- Work collaboratively with Operations, Compliance, Risk, Technology and Client Services teams to deliver project objectives.
- Support management information reporting, data analysis and stakeholder presentations.
- Contribute to policy, procedure and process enhancements relating to AEOI obligations.
- Deliver guidance, knowledge sharing and training to colleagues where required.
- Support wider tax compliance and regulatory change initiatives across the business.
Key Skills and Experience:
- Significant experience in FATCA, CRS, AEOI reporting or international tax compliance.
- Strong understanding of AEOI due diligence, client classification and reporting requirements.
- Experience delivering regulatory change, tax compliance or data-focused projects.
- STEP, ICA, tax, compliance or related professional qualifications would be advantageous.
- Strong analytical and problem-solving skills with the ability to investigate complex issues and identify practical solutions.
- Experience working with large volumes of data and producing meaningful management information.
- Strong stakeholder management and influencing skills.
- Strong organisational skills with the ability to manage multiple priorities and deadlines.
- Proficient in Microsoft Excel and data analysis techniques.
- Experience using Power BI or similar reporting tools would be advantageous.
- Previous experience within banking, wealth management, fiduciary services or financial services would be highly desirable.
Our client seeks a Regulatory Compliance Officer to join their team.Role Profile:To enable [...]
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AEOI Tax Project Lead in Douglas employer: Search-Select LTD
Search-Select LTD is an exceptional employer that values a client-centred approach, fostering a supportive work culture where teamwork and high standards of service are paramount. Located in the Isle of Man, employees benefit from a vibrant community and opportunities for professional growth, particularly in the fields of trusts and companies administration. With a commitment to employee development and a focus on maintaining strong relationships with high net worth clients, this role offers a rewarding career path in a dynamic environment.
