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 finance 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 employer: 慨正橡扯
As a Policyholder Tax Specialist in our Edinburgh office, you will thrive in a supportive and dynamic work culture that prioritises employee growth and development. We offer a comprehensive benefits package, including a matched pension scheme and private medical cover, ensuring your well-being is at the forefront of our priorities. Join us to be part of a collaborative team where your expertise in pensions and bonds will be valued, and where you can make a meaningful impact on our operations and client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Policyholder Tax Specialist — Pension & Bond Expert
✨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 showcase your teamwork skills! Be ready to share examples of how you've collaborated with others in previous roles. This will help demonstrate that you can build and maintain relationships with stakeholders.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Policyholder Tax Specialist — Pension & Bond Expert
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. Share specific examples of your past experiences that relate to pension products and bond investments.
Show Off 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 while still showing a bit of your personality!
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 don’t miss out on any important updates from our team. Plus, we love seeing applications come through our own platform!
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 a must 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 to illustrate your ability to convey information effectively.
✨Demonstrate Teamwork and Independence
This position requires both teamwork and the ability to work independently. Prepare examples of how you've successfully collaborated with others while also managing your own workload. Highlight your organisational skills and how you prioritise tasks to meet deadlines.
