Senior AEOI Support
Orchard
| Company | Orchard |
| Category | Finance |
| Location | Douglas |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Senior |
| Salary | GBP 35k–42k |
| Posted | 30 Jul 2026 |
| Last verified | 13 Aug 2026 |
| Source | The employer's own careers page (company_site) |
Description
Our Client is an international provider of Corporate Services & Global Expansion, Active Wealth and Fund Solutions, with offices across multiple jurisdictions and territories. They now require someone for a Senior AEOI Support role within the team.
As Senior AEOI Support here you will be a key player in shaping international tax reporting and compliance. This is more than just reporting - you will drive automation, influence global processes, and act as a trusted advisor on complex AEOI matters across multiple jurisdictions.
Duties will include:
• Ensure that AEOI policies and procedures are implemented in accordance with local and international regulations
• Assist with data validation, quality assurance, and reconciliation checks to ensure accurate reporting
• Assist with preparing reports, certifications, and other documentation required for AEOI compliance
• Assist with the annual AEOI reporting process for FATCA and CRS, ensuring timely and accurate submissions to tax authorities
• Maintain a thorough understanding of global AEOI regulations and their application to fiduciary services
• Be a subject matter expert for AEOI-related queries across the group, providing guidance on complex reporting obligations
• Assist with 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 help drive data quality
• Assist the technology teams to automate and streamline the AEOI reporting process, focusing on process improvements
• Support the development and implementation of reporting technology solutions, ensuring system alignment with global tax regulatory requirements
• Assist with gap analyses and defining system requirements for automation, data collection, and integration with tax reporting platforms
• Assist with implementation of data automation tools to ensure efficient data extraction, transformation, and reporting
• Monitor emerging technologies and trends that can improve the AEOI reporting function
• Support with developing and delivering training materials and sessions to educate internal stakeholders on AEOI obligations and best practices
• Stay updated on evolving AEOI regulations and support continuous learning within the reporting team
The ideal candidate for the role of Senior AEOI Support will have:
• A Bachelor's degree in Finance, Accounting, Tax, Law, or a related field; advanced degree or professional certification
• Proven track record in the fiduciary services industry
• 3+ years of experience in AEOI reporting, FATCA/CRS compliance, or tax-related roles within financial services or fiduciary services
• Experience in technology-driven reporting processes
• Familiarity with global tax regulations, particularly in fiduciary contexts
• Project and change management experience is a plus
• 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)
• Experience in data analytics, manipulation, and validation using Excel or similar tools
• Knowledge of regulatory reporting systems and standards