At a Glance
- Tasks: Support tax compliance and provide expert advice on product tax matters.
- Company: Join a leading financial services organisation with a commitment to inclusivity.
- Benefits: Enjoy a flexible work environment, comprehensive benefits, and professional development opportunities.
- Why this job: Make a real impact in the financial sector while growing your career in tax management.
- Qualifications: Professional financial qualification or relevant experience in product taxes required.
- Other info: Dynamic team culture with excellent career growth potential.
The predicted salary is between 36000 - 60000 £ 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
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.
- Identifying and communicating Product tax risks to relevant Risk teams and the business.
- Developing and maintaining an appropriate stakeholder network across the Group itself and externally.
- Maintaining Product Tax Risk Control Frameworks in order to understand the Product tax processes across the Pensions and ISA businesses of the group.
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.
- 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.
- Strong communication skills (both written and verbal) with the ability to disseminate technical issues in a clear, simple manner.
- 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.
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.
Operational Tax Manager in Kingswood employer: Fidelity International
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operational Tax Manager in Kingswood
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that Operational Tax Manager role.
✨Ace the Informal Chat
Don’t underestimate the power of a casual conversation. Reach out to current employees or hiring managers for an informal chat about the company culture and the role. It shows initiative and can give you insider info that’ll help you stand out.
✨Showcase Your Expertise
When you get the chance to speak with potential employers, make sure to highlight your knowledge of UK tax regulations and product taxes. Share examples of how you've tackled similar challenges in the past to demonstrate your value.
✨Apply Through Our Website
Make sure to apply through our website for the best chance at getting noticed. We love seeing candidates who take the time to engage directly with us. Plus, it’s the easiest way to keep track of your application status!
We think you need these skills to ace Operational Tax Manager in Kingswood
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Operational Tax Manager role. Highlight relevant experience and skills that match the job description, especially around tax compliance and product knowledge.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Use it to showcase your understanding of tax regulations and how your background aligns with our needs at StudySmarter.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects your ability to explain complex tax issues clearly. Use simple language and avoid jargon where possible.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Fidelity International
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK tax legislation, especially around pensions and savings products. Be ready to discuss how these regulations impact business strategies and compliance requirements.
✨Showcase Your Communication Skills
Since the role involves explaining complex tax issues to a variety of stakeholders, practice articulating technical concepts in simple terms. Think about examples where you've successfully communicated difficult information in the past.
✨Demonstrate Your Problem-Solving Ability
Prepare to discuss specific instances where you've identified tax risks or compliance issues and how you addressed them. Highlight your ability to take a big-picture approach while also paying attention to detail.
✨Build Your Stakeholder Network
Think about how you can leverage relationships with key contacts both internally and externally. Be ready to share examples of how you've effectively collaborated with others to resolve tax-related issues.