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AEI Reporting Specialist

  • Location: Switzerland
  • Salary: Negotiable
  • Job Type:Contract

Posted about 1 month ago

  • Sector: Operations
  • Contact Email:
  • Start Date: 01 July 2022
  • Expiry Date: 31 July 2022
  • Job Ref: JN -072022-43526

You are a tax reporting expert looking for a new challenge in Zurich? Then I might have the right opportunity for you. You'd be joining a Trust team collaborating with four trust centres (Bahamas, Guernsey, Liechtenstein and Singapore) with one or more trustees in each trust centre jurisdiction.

The team you'd be joining is in charge of the Regulatory Reporting (AEI, FATCA) which is done centrally by CST in Zurich. Data is exported from our core system for trust management (NavOne) and is processed in our reporting system (FiTax) to create AEI and FATCA data in XML format as required by relevant local schema(ta).

In this position your main responsibilities would include :

  • AEI/FATCA reporting
  • Work on different projects to further improve our AEI/FATCA reporting (draft project concept, business requirements, training slides and data clean-up instructions; liaise with IT, system providers and Trust Managers)
  • Manage clients in tax portals in various countries
  • Process data of Structures in our reporting tool, create XMLs to file account-holders for AEI and/or FATCA purposes in various jurisdictions
  • Create correction filings if required (correction report in XML format to be uploaded in tax portals)
  • Pull data from core-system to perform data analysis for improvement projects

Essential skills for this role are :

  • 3-5 years of experience in SQL and XML, and experienced in AEI / FATCA reporting
  • IT affinity (core-system for trust management (NavOne); reporting tool (Fitax)
  • SQL for reconciliation purposes
  • Create XML for (correction) filings with various tax authorities