AEOI Administrator

• Ensure that the AEOI reporting is accurate and completed on a timely basis.
• Evidence the classification of the client entities and ensure the records held on the system are accurate and up to date.
• Liaise with the Fiduciary Management and Administration Team to ensure self-certification forms are requested when necessary and the ongoing monitoring of trigger events.
• Liaise with the Income Tax Division regarding any AEOI reporting queries.
• Provide AEOI training/support to the Fiduciary Management and Administration Team where necessary on an individual basis through in-house training.
• Ensure service standards and company policies and procedures are adhered to.
• Use best judgement to highlight and report significant matters to the Tax Manager.
• Maintain exceptional levels of service at all times with the emphasis on 'adding value'
• Support and develop relationships with the wider team

• Minimum of three years' experience in a CRS/FATCA role.
• Experience of managing projects would be advantageous.
• Awareness of Isle of Man Guidance for FATCA and CRS
• Knowledge of ViewPoint would be advantageous.
• Possess excellent communication skills enabling effective contact at all levels, both internally and externally.
• Ability to plan and carry out own work under general direction.
• Ability to work under pressure and meet deadlines with a high degree of accuracy.
• Good knowledge of all relevant internal and external procedures, policies, regulations and guidelines.
• High degree of flexibility and willingness to help others.
• Friendly and professional manner.

Your specialist: Angie Westmorland

Quote job ref: 15698

Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.

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