At a Glance
- Tasks: Manage tax data submissions and ensure compliance with HMRC for pensions and bonds.
- Company: Join a leading financial services firm with a focus on innovation and teamwork.
- Benefits: Enjoy a competitive salary, matched pension contributions, and private medical cover.
- Other info: Hybrid role based in Edinburgh with excellent career growth opportunities.
- Why this job: Make a real impact in the financial sector while developing your expertise in tax operations.
- Qualifications: Strong analytical skills and understanding of pensions, bonds, and tax regulations.
The predicted salary is between 35000 - 45000 £ per year.
Responsibilities:
- Execute daily activities for tax data submissions to third parties/HMRC.
- Sample and review work processed within Customer Services to ensure compliance with HMRC rules for financial transactions.
- Perform reconciliations for tax payable to HMRC, agree tax liabilities and facilitate payment of taxes to HMRC.
- Ensure accuracy and timely submission of returns for pension and bond products to HMRC.
- Cultivate and maintain relationships with stakeholders in Customer Service and other business units.
- Plan and manage individual workload effectively.
- Build and maintain technical knowledge relevant to policyholder (operational) taxes.
- Support the Policyholder Tax team to provide technical support, analysis and guidance to other business areas on policyholder tax operations for pensions and bond products.
Skills we can’t do without:
- Strong numerical, analytical, and problem-solving skills.
- Attention to detail with a focus on quality and compliance with regulations.
- Proven ability to meet deadlines and commitments.
- Excellent written, verbal, and interpersonal communication skills.
- Great teammate with the ability to work independently and prioritise tasks.
- Skilled in analysing large volumes of information.
- Understanding of pension products, bond investments, and tax-related aspects.
- Experience in the Life & Pensions industry.
Desirable (but not essential): Studying towards a tax qualification (ATT/CTA) or equivalent experience.
Essential Criteria – BPSS Eligibility: To be eligible for BPSS clearance, you must have lived and worked in the UK continuously for the past 3 years.
Location: This is a hybrid role, attached to our Edinburgh office.
Benefits:
- Pension Scheme – contributions matched up to 10%
- Private medical cover
- Income Protection
- Life Assurance
- 25 days paid leave + National Holidays
- Flex benefits program
Policyholder Tax Specialist — Pension & Bond Expert in Edinburgh employer: 慨正橡扯
As a Policyholder Tax Specialist in our Edinburgh office, you will join a dynamic team that values collaboration and professional growth. We offer a supportive work culture with a strong focus on compliance and quality, alongside competitive benefits such as a matched pension scheme and private medical cover. Our commitment to employee development ensures that you will have ample opportunities to enhance your skills and advance your career in the Life & Pensions industry.
StudySmarter Expert Advice🤫
We think this is how you could land Policyholder Tax Specialist — Pension & Bond Expert in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to folks in the Life & Pensions industry, especially those who know about policyholder taxes. A friendly chat can lead to insider info and maybe even a referral!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pension products and tax regulations. We want you to show off your analytical skills and attention to detail, so practice answering questions that highlight these abilities.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace Policyholder Tax Specialist — Pension & Bond Expert in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in tax data submissions and compliance with HMRC rules. We want to see how your skills match the role, so don’t be shy about showcasing your analytical prowess and attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Policyholder Tax Specialist role. Mention your understanding of pension products and bond investments, and how you can contribute to our team.
Showcase Your Communication Skills:Since this role involves liaising with various stakeholders, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional – we love a good communicator!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at 慨正橡扯
✨Know Your Numbers
As a Policyholder Tax Specialist, you'll need to demonstrate strong numerical and analytical skills. Brush up on your understanding of tax calculations and pension products before the interview. Be ready to discuss how you've handled complex data in previous roles.
✨Showcase Your Compliance Knowledge
Familiarise yourself with HMRC rules and regulations related to financial transactions. During the interview, highlight any experience you have with compliance and how you've ensured accuracy in submissions. This will show that you understand the importance of adhering to regulations.
✨Communicate Clearly
Excellent communication skills are key for this role. Practice explaining complex tax concepts in simple terms, as you may need to support other business areas. Use examples from your past experiences where you successfully communicated technical information to non-experts.
✨Demonstrate Teamwork and Independence
This position requires both teamwork and the ability to work independently. Prepare examples that showcase your ability to collaborate with stakeholders while also managing your own workload effectively. Highlight how you've balanced these aspects in previous roles.
