At a Glance
- Tasks: Support tax compliance and provide expert advice on product tax matters.
- Company: Join a leading financial services firm with a commitment to inclusivity.
- Benefits: Enjoy a comprehensive benefits package, flexible working, and career development opportunities.
- Other info: Dynamic work environment with a focus on employee wellbeing and support.
- Why this job: Make a real impact in the financial sector while growing your expertise in tax compliance.
- Qualifications: Professional financial qualification or relevant experience in product taxes preferred.
The predicted salary is between 55000 - 65000 £ per year.
About the Opportunity
- Job Type: Permanent
- Application Deadline: 29 March 2026
- Department: Operational Tax - Group Tax
- Location: Kingswood Fields
- Reports To: Head of Product and Operational Tax
- Level: 5
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together – and supporting each other – all over the world. So, join our team and feel like you’re part of something bigger. Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability‑friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
About your team
Within the Operational Tax Group we provide oversight and advisory support to the various parts of the business in relation to product, customer and client tax compliance. We work with the respective business areas to manage and develop their products and solutions, ensuring they are compliant with relevant tax legislation and guidance. We also monitor the ongoing product compliance to ensure Fidelity is meeting all of its tax regulatory obligations.
About your role
Reporting to the Head of Product and Operational Taxes, you will work closely with our Global Platform Solutions business, primarily with their Workplace Investing Business administering workplace pension schemes, but also with our retail platform providing personal pension, and other products directly to investors and also via IFA’s. Whilst this primarily relates to Pensions, knowledge of PAYE rules, ISAs, FATCA, CRS and other Product Taxes would also be helpful.
Your key responsibilities will include:
- Supporting the Head of Product and Operational Taxes on tax business partnering/advice to the business on all business initiatives including advice on potential tax exposures and risks.
- Providing tax and technical support on matters relating to Product Tax compliance and reporting to both customers and HMRC.
- Providing subject matter tax expertise to support the technical input/sign‑off to the Product, Operational and Marketing teams for projects and updates required in relation to new product launches and legislative changes.
- Assisting and supporting in the development and improvement of relevant Product tax systems and processes to deliver an efficient tax service to the business.
- Maintaining a good technical knowledge of relevant Product tax issues, monitoring relevant changes in legislation and assessing the impact of these to Fidelity and providing clear briefing for both tax and non‑tax specialists.
- Identifying and communicating Product tax risks to relevant Risk teams and the business (where appropriate) in a way that is appropriate/understood by both tax and non‑tax specialists.
- Developing and maintaining an appropriate stakeholder network across the Group itself and externally, which will include liaising with key business contacts as well as relevant 3rd parties, industry bodies and advisors/consultants to ensure the smooth management, communication and resolution of Product tax issues.
- Maintaining Product Tax Risk Control Frameworks in order to understand the Product tax processes across the Pensions and ISA businesses of the group, and to identify and introduce any necessary and desired changes.
About you
You will be comfortable communicating regulations and regulatory change at all levels across our Global Platform Solutions Business and with external partners.
Key Skills and qualifications include:
- Preferably a recognised professional financial qualification (e.g. CTA, AIIT, CA, ACA etc.) or alternatively an equivalent, relevant Financial Services Industry knowledge and previous experience of Product taxes.
- Preferably a member or fellow of the Chartered Institute of Taxation or with sufficient tax experience to maintain up‑to‑date professional knowledge relating to Product Taxes.
- Good knowledge of UK Taxes Acts, regulations and HMRC guidance (particularly as they apply to UK pensions and savings product taxes).
- Ability to develop and maintain an in‑depth commercial awareness of the products offered within the Fidelity Group, including understanding the regulatory requirements and the impacts that these may have on overall business strategy.
- Strong communication skills (both written and verbal) with the ability to disseminate technical issues in a clear, simple manner to a wide audience with varying levels of tax knowledge.
- Ability to review data for trends, to anticipate problems/omissions and consider potential ways to mitigate them.
- Ability to take a ‘big picture’ approach when seeking relevant solutions for problems by obtaining appropriate factual data to assist in decision‑making and clarifying the objectives, aims, timescales and required outcomes.
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
As an international financial services organisation, we are in‑scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
Operational Tax Manager in Lower Kingswood employer: Dormont Manufacturing Co
Fidelity International is an exceptional employer, offering a supportive and inclusive work culture that values diversity and flexibility. With a strong commitment to employee wellbeing and professional development, we provide comprehensive benefits and opportunities for growth, making Kingswood Fields an ideal location for those seeking a meaningful career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Operational Tax Manager in Lower Kingswood
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Dormont Manufacturing Co, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Operational Tax Manager in Lower Kingswood
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Dormont Manufacturing Co's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Dormont Manufacturing Co. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Dormont Manufacturing Co!
How to prepare for a job interview at Dormont Manufacturing Co
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Dormont Manufacturing Co.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Dormont Manufacturing Co. It helps to show our commitment!
