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For Companies At a Glance
- Tasks: Join us as a Policyholder Tax Consultant, providing expert analysis and support on tax regulations.
- Company: Be part of a leading transformation organization focused on financial services.
- Benefits: Enjoy a fully remote role with competitive pay up to £600 per day for 6 months.
- Why this job: Make an impact by guiding clients through tax changes in Life & Pension sectors.
- Qualifications: Bring your tax expertise and qualifications (ATT/CTA) to help navigate complex tax issues.
- Other info: Immediate start available; potential for extension based on performance.
The predicted salary is between 48000 - 72000 £ per year.
Your new company
An established transformation organisation is looking for a Policyholder Tax expert to join their team on a temporary basis. The role would be to start immediately and could run for 6 months.
Your new role
- Maintaining technical knowledge relevant to policyholder tax
- Provide accurate and timely technical support, analysis and guidance to business areas
- Provide detailed analysis of tax changes and the impact these changes have on Life & Pension Clients including assist with the delivery of regulatory change
- Deliver regular sampling and checking processes to ensure that policyholder tax is being administered accurately and in accordance with HMRC rules
- Providing tax consultancy to support administration of Life & Pension contracts with policyholder tax regulations
- Perform tax reconciliations, submission of returns, agree tax liabilities and facilitate payment
- Manage HMRC deliverables to ensure accurate and timely returns are submitted for pensions and bonds products
- Provide tax technical support to operational and change areas – BAU and Regulatory.
- Establish and maintain relationships with managers in Customer Service & business units.
- Liaise with our client on the delivery of controls over tax services.
- Provide information and understanding to auditors on our processes on regular and ad-hoc audits.
- Plan and manage workload and assist manager in planning ahead for department development work, identifying training and improvement needs short to medium term.
- Delivery of management information to key partners.
What you’ll need to succeed
- Detailed understanding of personal investment and protection financial services products and policyholder tax aspects
- Experience of income tax, corporation tax, capital gains tax and inheritance tax
- Hold a tax qualification (ATT/CTA) or be qualified by experience
- Experience dealing with customer queries
What you’ll get in return
This will be a 6 month role with the potential to extend. It is paying up-to £600 p/d depending on experience. The work can be fully remote.
What you need to do now
If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now.
If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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Policyholder Tax Consultant employer: Hays Accountancy and Finance
Contact Detail:
Hays Accountancy and Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Policyholder Tax Consultant
✨Tip Number 1
Make sure to brush up on your knowledge of personal investment and protection financial services products. Understanding the nuances of policyholder tax will give you a significant edge in discussions during the interview.
✨Tip Number 2
Familiarize yourself with recent changes in tax regulations that could impact Life & Pension clients. Being able to discuss these changes and their implications will demonstrate your proactive approach and expertise.
✨Tip Number 3
Network with professionals in the tax consultancy field, especially those who have experience with HMRC rules. Building relationships can provide you with insights and potentially valuable referrals.
✨Tip Number 4
Prepare to discuss your experience with customer queries and how you've handled them in the past. This role requires strong communication skills, so showcasing your ability to manage client relationships effectively is crucial.
We think you need these skills to ace Policyholder Tax Consultant
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of the Policyholder Tax Consultant position. Tailor your application to highlight your relevant experience in personal investment, protection financial services, and policyholder tax.
Highlight Relevant Qualifications: Clearly mention your tax qualifications (ATT/CTA) or any relevant experience that qualifies you for this role. Emphasize your understanding of income tax, corporation tax, capital gains tax, and inheritance tax.
Showcase Your Analytical Skills: Provide examples in your CV or cover letter that demonstrate your ability to perform detailed analysis of tax changes and their impact on clients. Mention any experience with tax reconciliations and managing HMRC deliverables.
Personalize Your Application: Address your application to the hiring manager if possible, and express your enthusiasm for the role. Mention how your skills align with the company's needs and your eagerness to contribute to their team.
How to prepare for a job interview at Hays Accountancy and Finance
✨Show Your Technical Knowledge
Make sure to demonstrate your understanding of policyholder tax and related financial services products. Be prepared to discuss specific tax regulations and how they impact Life & Pension clients.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to provide accurate technical support and analysis. Think of examples from your past experience where you successfully navigated tax changes or provided consultancy.
✨Highlight Your Communication Skills
Since the role involves liaising with various stakeholders, emphasize your ability to establish and maintain relationships. Share examples of how you've effectively communicated complex tax information to non-experts.
✨Discuss Your Experience with Regulatory Changes
Be ready to talk about your experience in managing HMRC deliverables and ensuring compliance with tax regulations. Highlight any specific instances where you contributed to successful audits or regulatory changes.
