AEOI Senior Specialist (SNG)
Core
Senior Specialist responsible for servicing AEOI clients in Asia Pacific and globally, completing annual regulatory deliverables, and managing client relationships.
Role type
Senior Individual Contributor (AEOI Compliance Specialist)
Builds
Annual regulatory deliverables (AEOI filings, self-certifications, withholding forms) for clients
Domain
Financial Services / Tax Compliance (FATCA & CRS)
Required skills
AEOI regulatory knowledge, FATCA & CRS expertise, Financial statement analysis, Client relationship management, Project management, Process improvement, Classification analysis, Stakeholder communication, Microsoft Office proficiency
Preferred skills
Degree in Financial Services, 2-4 years experience in Financial Services
Technologies
Microsoft Office
Responsibilities
Prepare AEOI filing analysis and output for delivery; Review deliverables produced by other staff; Provide guidance to junior staff; Manage communications with clients and stakeholders; Maintain knowledge of AEOI regulatory environment; Troubleshoot portal registration and classification inconsistencies; Research and recommend process improvements.
Seniority
Senior, hands-on IC