Policyholder Tax Consultant

Policyholder Tax Consultant

Entry level 28000 - 30000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support pension servicing by assisting with tax compliance and reporting tasks.
  • Company: Join a dynamic financial services firm in Edinburgh, focused on professional growth.
  • Benefits: Enjoy competitive benefits and hybrid working options for a balanced lifestyle.
  • Why this job: Kickstart your tax career in a collaborative environment with experienced professionals.
  • Qualifications: Basic tax knowledge and strong analytical skills are essential; eagerness to learn is key.
  • Other info: Excellent training opportunities available to help you grow in the tax field.

The predicted salary is between 28000 - 30000 £ per year.

Location: Edinburgh, Scotland

Sector: Financial Services

Salary: £28,000.00 to £30,000.00 per annum

Benefits: Competitive benefits available on request

About the Role:

We are looking for an enthusiastic Junior Tax Consultant to support our pension servicing team. This is a fantastic opportunity to build your expertise in policyholder tax while working with experienced professionals in a collaborative environment. You’ll assist with key tax compliance tasks, reporting, and supporting audits, ensuring accurate and timely service delivery. This role is ideal for someone with foundational tax knowledge who is eager to develop their skills.

Key Responsibilities:

  • Assist with preparing and submitting HMRC returns for pensions and bonds.
  • Support tax reconciliations and help ensure accurate payments are made.
  • Work with the team to provide technical tax support for operational and regulatory needs.
  • Help maintain accurate records and contribute to process improvements.
  • Collaborate with internal teams and auditors to ensure compliance.
  • Support in planning workloads and identifying opportunities for personal development.

Skills Required:

  • Basic understanding of tax principles, ideally with some experience in policyholder tax or a related area.
  • Strong numerical and analytical skills, with attention to detail.
  • Good communication skills, both written and verbal.
  • A proactive and organized approach to work.
  • Eagerness to learn and grow in a tax-focused role.
  • A team player with a collaborative attitude.

This role offers excellent training and development opportunities, making it a great first step for someone looking to build a career in tax.

Policyholder Tax Consultant employer: Davies Talent Solutions

Join our dynamic team in Edinburgh as a Junior Tax Consultant, where you'll benefit from a supportive work culture that prioritises collaboration and professional growth. With competitive benefits and a strong focus on training, this role offers an excellent opportunity to develop your expertise in policyholder tax while working alongside experienced professionals in the financial services sector.
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Contact Detail:

Davies Talent Solutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Policyholder Tax Consultant

✨Tip Number 1

Familiarise yourself with the latest tax regulations and compliance requirements, especially those related to pensions and bonds. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.

✨Tip Number 2

Network with professionals in the financial services sector, particularly those who specialise in tax consultancy. Attend relevant events or join online forums to gain insights and potentially get referrals.

✨Tip Number 3

Prepare to discuss your analytical skills and how you've applied them in previous roles or studies. Be ready to provide examples of how you've tackled numerical challenges, as this is crucial for the position.

✨Tip Number 4

Showcase your eagerness to learn by researching StudySmarter and our approach to tax consultancy. Mention specific aspects of our work that excite you during the interview to highlight your genuine interest in joining our team.

We think you need these skills to ace Policyholder Tax Consultant

Basic Understanding of Tax Principles
Experience in Policyholder Tax or Related Area
Strong Numerical Skills
Analytical Skills
Attention to Detail
Good Written Communication Skills
Good Verbal Communication Skills
Proactive Approach to Work
Organisational Skills
Eagerness to Learn
Team Player
Collaborative Attitude

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills related to tax compliance and policyholder tax. Use keywords from the job description to demonstrate your fit for the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific experiences that relate to the responsibilities outlined in the job description, such as any previous work with HMRC returns or tax reconciliations.

Highlight Your Skills: Emphasise your numerical and analytical skills in your application. Provide examples of how you've used these skills in past roles or academic settings, especially in relation to tax or financial services.

Show Your Eagerness to Learn: In your application, express your desire to grow in a tax-focused role. Mention any relevant courses or training you have undertaken, and your willingness to engage in further professional development.

How to prepare for a job interview at Davies Talent Solutions

✨Show Your Tax Knowledge

Brush up on basic tax principles, especially those related to pensions and policyholder tax. Be prepared to discuss your understanding of HMRC returns and how they apply to the role.

✨Demonstrate Analytical Skills

Since strong numerical and analytical skills are crucial for this position, be ready to showcase examples from your past experiences where you successfully handled data or solved problems using these skills.

✨Communicate Clearly

Good communication is key in this role. Practice articulating your thoughts clearly and concisely, both verbally and in writing. You might be asked to explain complex tax concepts, so clarity is essential.

✨Express Your Eagerness to Learn

This position is ideal for someone looking to grow in the tax field. Make sure to convey your enthusiasm for learning and developing your skills, as well as your willingness to take on new challenges.

Policyholder Tax Consultant
Davies Talent Solutions
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