Permanent. AEOI Manager

Job Reference: 992593

On behalf of our client we are currently recruiting for an AEOI Manager. The post holder will play a crucial role in coordinating information requests, reviewing documentation, preparing and submitting filings, and assisting with client proposals and engagement letters.

Why Apply for the role:

Professional Growth and Development: This role offers an opportunity to expand your expertise in tax reporting, regulatory compliance, and financial operations within a dynamic and growing organization. You’ll gain valuable experience in managing complex reporting requirements and working directly with clients and stakeholders.

Opportunity for Innovation: In this role, you’ll have the chance to identify opportunities for process improvement and contribute to the development of best practices in tax compliance and reporting.

Collaborative Work Environment: Joining our clients team means being part of a collaborative and inclusive workplace culture where your contributions are valued. You’ll have the opportunity to collaborate with skilled professionals and leverage collective expertise to deliver high-quality solutions for clients.

  • Oversee the CRS/FATCA reporting.
  • Ensure the databases are accurate, current and facilitate information requests.
  • Ensure the regulatory submissions are completed accurately and filled promptly.
  • Support economic substance notifications and manage related returns.
  • Engage directly with clients and stakeholders to address needs.
  • Manage accounts effectively and bill in a timely manner.
  • Keep abreast of evolving tax reporting regulations.
  • Work collaboratively with team members to provide exceptional services.


  • Bachelors Degree in a related industry.
  • Minimum 5 years’ experience in FATCA/CRS reporting.
  • Strong knowledge of CRS and FATCA Regulations.
  • Background in finance industry or investment funds is a plus.
  • Exceptional attention to detail and client service mindset.


Salary: Depends on Experience.

If this sounds like a good match for you and you would like to learn more, we would love to hear from you. Go ahead and apply. 

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email

Apply for this role

mary clare

Mary-Clare Treglia
Senior Recruiter
+1 345 743 1770


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