At a Glance
- Tasks: Manage tax data submissions and ensure compliance with HMRC regulations.
- Company: Join a leading firm in the Life & Pensions industry with a supportive team.
- Benefits: Enjoy a matched pension scheme, private medical cover, and 25 days paid leave.
- Other info: Hybrid role based in Edinburgh with excellent career development opportunities.
- Why this job: Make a real impact by supporting policyholder tax operations and building valuable skills.
- Qualifications: Strong analytical skills and understanding of pensions and tax-related aspects.
The predicted salary is between 30000 - 40000 € 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 Consultant employer: 慨正橡扯
As a Policyholder Tax Consultant at 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 hybrid working model allows for flexibility, ensuring you can balance your professional and personal life while developing your expertise in the Life & Pensions industry.
StudySmarter Expert Advice🤫
We think this is how you could land Policyholder Tax Consultant
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, especially those who work in policyholder tax or related areas. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pension products and bond investments. 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 showcase your problem-solving skills! Think of examples from your past experiences where you tackled challenges, especially in compliance or financial transactions. This will help you stand out as a candidate who can handle the responsibilities of the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace Policyholder Tax Consultant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Policyholder Tax Consultant role. Highlight your numerical, analytical, and problem-solving skills, as well as any relevant experience in the Life & Pensions industry.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've met deadlines, maintained compliance, and built relationships in previous positions. Show us your personality!
Showcase Your Attention to Detail:Since accuracy is key in tax submissions, make sure your application is free from typos and errors. This will demonstrate your attention to detail right from the start. We love candidates who take pride in their work!
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 to do!
How to prepare for a job interview at 慨正橡扯
✨Know Your Numbers
As a Policyholder Tax Consultant, you'll need to demonstrate strong numerical and analytical skills. Brush up on your understanding of tax calculations and compliance regulations. Be prepared to discuss how you've handled financial data in the past and any relevant experiences that showcase your attention to detail.
✨Showcase Your Communication Skills
This role requires excellent written and verbal communication skills. Think about examples where you've effectively communicated complex information to stakeholders or team members. During the interview, practice articulating your thoughts clearly and confidently, as this will be crucial in maintaining relationships with various business units.
✨Demonstrate Problem-Solving Abilities
Prepare to discuss specific challenges you've faced in previous roles, especially those related to tax compliance or financial transactions. Highlight your problem-solving process and how you ensure accuracy and quality in your work. This will show your potential employer that you're capable of handling the responsibilities of the position.
✨Understand the Industry
Familiarise yourself with pension products, bond investments, and the tax implications associated with them. Being knowledgeable about the Life & Pensions industry will set you apart from other candidates. Consider discussing recent changes in tax legislation or trends in the industry during your interview to demonstrate your commitment to staying informed.
