At a Glance
- Tasks: Manage tax data submissions and ensure compliance with HMRC regulations.
- Company: Join a leading finance team in a hybrid role based in Edinburgh.
- Benefits: Enjoy 25 days paid leave, private medical cover, and a matched pension scheme.
- Other info: Great opportunity for career growth and support for diverse applicants.
- Why this job: Make an impact in the financial services sector while developing your skills.
- Qualifications: Strong analytical skills and understanding of pensions and tax regulations.
The predicted salary is between 30000 - 40000 £ per year.
We have an exciting role for a Policyholder Tax Administrator within our Finance and Tax Operations team. This role is ideal for someone with experience in financial services, pensions, or policyholder tax (operational taxes) who enjoys working with data, regulations, and cross‑functional teams.
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.
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.
Pension Scheme – contributions matched up to 10%. Private medical cover. Income Protection. Life Assurance. 25 days paid leave + National Holidays. Flex benefits program.
Atos is a Disability Confident employer and encourages applications from all applicants, especially differently abled applicants. We aim to ensure that those who meet the minimum criteria for this position will be offered an interview. We are committed and willing to make reasonable adjustments to the application and assessment process to accommodate your needs.
Policyholder Tax Consultant in London employer: Atos SE
At Atos, we pride ourselves on being an excellent employer, offering a supportive and inclusive work culture that values diversity and encourages personal growth. Our Edinburgh office provides a hybrid working environment, competitive benefits such as a matched pension scheme and private medical cover, and opportunities for professional development in the financial services sector. Join us to be part of a team that prioritises compliance, quality, and collaboration while making a meaningful impact in the world of policyholder tax operations.
StudySmarter Expert Advice🤫
We think this is how you could land Policyholder Tax Consultant in London
✨Tap into Campus Networks
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Policyholder Tax Consultant in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Atos SE.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Atos SE's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Atos SE
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Atos SE.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Atos SE will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Atos SE employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
