Senior AEI Reporting Specialist

Location: Douglas, Isle of Man 

Closing date for applications: 23rd June 2026

About the role:

We are seeking an experienced Senior AEI Reporting Specialist to join our Retail Operations Reporting team, acting as the subject matter expert (SME) for Automatic Exchange of Information (AEI) reporting.

This is a senior-level specialist position where you will combine deep technical expertise in AEI (CRS, FATCA) with oversight of reporting delivery, process control, and change implementation. You’ll play a key role in ensuring that all regulatory reporting is accurate, timely, and compliant, while also supporting team development and continuous improvement.

If you enjoy working in a fast-paced, highly regulated environment and want to make a meaningful impact, this could be the perfect opportunity.

What you’ll be doing:

AEI SME & Reporting Oversight

• Act as the go-to expert for AEI reporting, maintaining up-to-date knowledge of CRS and FATCA regulations.
• Oversee the end-to-end AEI reporting process.
• Provide technical guidance and challenge to ensure high-quality, compliant reporting
• Support complex cases and escalations, including recalcitrant accounts and high-risk scenarios.
• Serve as a key contact for internal stakeholders, Compliance, and audit queries.

Control, Quality & Delivery

• Ensure delivery against strict regulatory deadlines.
• Identify risks, dependencies, and emerging issues affecting reporting quality.
• Review outputs to detect trends impacting data quality and compliance.
• Support the Team Manager with workload oversight, prioritisation, and delivery across reporting cycles.

Change, Impact & Implementation

• Lead or support impact assessments for regulatory or system changes.
• Translate complex regulatory updates into clear operational processes.
• Contribute to the development of training materials and knowledge sharing.
• Support testing and implementation of changes across AEI reporting.

Process Improvement & Innovation

• Identify opportunities to improve efficiency, accuracy, and controls.
• Drive or contribute to continuous improvement initiatives.
• Support process redesign and simplification to enhance outcomes.

About you:

We’re looking for someone who is technically strong, proactive, and confident in influencing others.

Key skills and experience:

• Typically experience in financial services operations, regulatory reporting, or tax reporting.
• Strong, demonstrable expertise in AEI regimes (CRS, FATCA) and their practical application.
• In-depth understanding of data, controls, and reconciliation in a reporting environment.
• Advanced Excel skills and experience working across multiple systems.
• Proven ability to operate in a high-risk, deadline-driven environment.
• Experience supporting or leading change initiatives (impact analysis, testing, implementation).
• Strong ability to interpret regulations and translate them into operational processes.
• Confident communicator, able to influence stakeholders and provide challenge.
• Experience mentoring or supporting colleagues as a technical escalation point.
• A proactive, improvement-focused mindset with a willingness to drive positive change.
• Alignment with Zurich Values.

Why Join Us?

This is an excellent opportunity to take on a high-impact specialist role where your expertise will be recognised and valued. You’ll play a key role in shaping AEI reporting, supporting team development, and driving continuous improvement within a collaborative and supportive environment.

Our culture:       

At Zurich on the Isle of Man, our sense of community is strong and we’re particularly passionate about diversity and inclusion. We want our people to bring their whole selves to the workplace and ensure everybody is made to feel welcome, regardless of their background, race, gender or sexual identity, beliefs, or culture. We are committed to treating all our applicants fairly and with respect, irrespective of their actual or assumed background, disability, or any other protected characteristic.    
   
We have an environment that places a real importance on our people’s wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement, and we offer access to a comprehensive range of training and development opportunities.         

We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm, Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.    
 

So, make a difference. Be challenged. Be inspired. Be supported. Love what you do. Work for us.