About The Position

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.

Requirements

  • Experience in tax information reporting
  • Knowledge of FATCA/CRS regulations
  • Familiarity with Chapter 3 and 1042 requirements
  • Client servicing skills
  • Ability to work with international colleagues

Responsibilities

  • Servicing AEOI clients in North America and globally
  • Completion of annual FATCA/CRS regulatory deliverables
  • Ongoing Chapter 3 and 1042 data management
  • Engagements for existing and new clients
  • Ongoing client servicing
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service