Senior Customer Tax Manager

As part of the Tax team, which provides expert tax services to the UK companies within the Group and to Aviva Investors (as manager of a range of regulated and unregulated funds), the role involves working with colleagues across five locations. The tax team covers a wide scope including Customer and Product taxes, Operational and Transaction Taxes, Insurance Premium Taxes, Corporation Tax, Life Tax, VAT and Employment Taxes.

This role will primarily be focussed on providing advice and support relating to life products, including bonds, pensions, and endowment type policies, and tax matters attached to customers from Aviva products. The role supports the BUs with understanding and articulating the key tax issues arising from customer products, with significant focus on chargeable events, bonds, life assurance and pensions products. The role includes providing advice to internal teams and leading on chargeable events matters with HMRC and reviewing customer literature.

The day-to-day responsibilities of the role will include:

• Strong knowledge of chargeable events legislation and guidance
• Strong communication and collaboration skills (the role will require liaison both internally and externally, with Aviva’s 3rd party partners and HMRC)
• A good technical knowledge of life products, including bonds, pensions, and endowment type policies.
• Strong comms skills for dealing with lots of different teams internally.
• Liaising with colleagues across the business to ensure appropriate prioritisation.
• Ensuring accurate and appropriate customer and product tax documentation across the business.
• Technical support on chargeable events reporting and any corresponding HMRC controversy.
• Ongoing consideration of process improvements.

Skills and experience we’re looking for:

• A good technical knowledge of life products, including bonds, pensions, and endowment type policies.
• The successful candidate will be either an accountant, qualified tax professional or otherwise comparably qualified by experience (gained either in industry or in practice).
• Able to demonstrate strong customer and product tax knowledge and experience, with an ability to readily evaluate and effectively communicate the impact of new developments.
• They will be a team player with an open, collaborative, and proactive approach, willing to test new ideas and embrace change, looking for opportunities to identify and address key issues and simplify existing processes.
• Strong capabilities in MS Office applications are essential, as is good experience of creating and editing documents.

What you’ll get for this role:

• Salary Circa £75,000 (location, skills, experience, and qualifications)
• Bonus opportunity of 12% of annual salary (actual amount depends on your performance and Aviva’s)
• Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in.
• 29 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days.
• Make your money go further - Up to 40% discount on Aviva products, and other retailer discounts.
• Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme.
• Brilliantly supportive policies including parental and carer’s leave.
• Flexible benefits to suit you, including sustainability options such as cycle to work.
• Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others.
• We take your wellbeing seriously with lots of support and tools.

Aviva is for everyone: We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares. We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working – spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.

We interview every disabled applicant who meets the minimum criteria for the job. Once you’ve applied, please send us an email stating that you have a disclosed disability, and we’ll interview you. We’d love it if you could submit your application online. If you require an alternative method of applying, please give Sahra Abdulla a call on 07775 042 835 or send an email to sahra.abdulla@aviva.com.