At a Glance
- Tasks: Manage tax data submissions and ensure compliance with HMRC regulations.
- Company: Join Atos, a leader in financial services with a commitment to diversity and inclusion.
- Benefits: Enjoy a competitive pension scheme, private medical cover, and 25 days paid leave.
- Other info: Hybrid role based in Edinburgh with excellent career growth opportunities.
- Why this job: Make an impact in the finance world while developing your skills in a supportive environment.
- Qualifications: Strong analytical skills and understanding of pensions and tax-related aspects.
The predicted salary is between 30000 - 40000 € per year.
About the Role
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.
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
Diversity, Equity & Inclusion
Atos is committed to a fair work environment for all. As a Disability Confident employer, we encourage applications from all applicants, especially differently abled individuals. We aim to ensure that those who meet the minimum criteria for this position will be offered an interview and are willing to make reasonable adjustments to the application and assessment process to accommodate your needs. Atos is a recognised leader in its industry across Environment, Social and Governance (ESG) criteria. Find out more on our CSR commitment.
Policyholder Tax Consultant employer: hackajob
At Atos, we pride ourselves on being an excellent employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Our Edinburgh office provides a hybrid working environment, competitive benefits including 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 is committed to excellence and making a positive impact in the community.
StudySmarter Expert Advice🤫
We think this is how you could land Policyholder Tax Consultant
✨Tip Number 1
Network like a pro! Reach out to folks in the finance and tax sectors, especially those who work with pensions or policyholder tax. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of HMRC regulations and operational taxes. We want you to shine when discussing how your skills align with the role, so practice articulating your experience with data and compliance.
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've tackled complex problems in previous roles. We love seeing candidates who can demonstrate their ability to handle large volumes of information and make sense of it all.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for great talent like you to join our team in Edinburgh.
We think you need these skills to ace Policyholder Tax Consultant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Policyholder Tax Consultant. Highlight your experience in financial services, pensions, or tax operations, and don’t forget to showcase those strong numerical and analytical skills we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Finance and Tax Operations team. Mention specific experiences that relate to the responsibilities listed in the job description.
Showcase Your Attention to Detail:Since this role involves compliance with HMRC rules, it’s crucial to demonstrate your attention to detail. Include examples from your past work where you ensured accuracy and compliance, especially in tax-related tasks.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at hackajob
✨Know Your Numbers
As a Policyholder Tax Consultant, you'll be dealing with financial data and tax regulations. Brush up on your numerical skills and be prepared to discuss how you've handled data in previous roles. Think of specific examples where your analytical skills made a difference.
✨Understand the Regulations
Familiarise yourself with HMRC rules and compliance requirements related to pensions and bond products. Being able to talk about these regulations confidently will show that you’re serious about the role and understand its complexities.
✨Showcase Your Team Spirit
This role involves working with cross-functional teams, so be ready to share experiences where you collaborated effectively. Highlight your communication skills and how you’ve built relationships with stakeholders in past positions.
✨Prepare for Technical Questions
Expect questions that test your knowledge of operational taxes and policyholder tax operations. Review common scenarios you might face in the role and think through how you would approach them. This will demonstrate your readiness to tackle the job head-on.
