Senior Specialist, Tax Information Reporting (FATCA/CRS & Chapter 3)

The Automatic Exchange of Information (‘AEOI’) Team is seeking a Senior Specialist who will be responsible for servicing AEOI clients in North America and globally. Reporting to the AEOI Manager, the AEOI Senior Specialist will be responsible for completion of annual FATCA/CRS regulatory deliverables, ongoing Chapter 3 and 1042 data management, engagements for existing and new clients, and ongoing client servicing, working with colleagues in Toronto, Halifax, and Manila.

A varied multi-tasking role which encompasses client relationship management, investor communication, and daily internal/external stakeholder management & communication.