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For Companies At a Glance
- Tasks: Join us as a Policyholder Tax Consultant, providing expert analysis and support on tax regulations.
- Company: Be part of a leading transformation organization focused on financial services.
- Benefits: Enjoy a fully remote role with competitive pay up to £600 per day for 6 months.
- Why this job: Make an impact by guiding clients through tax changes in Life & Pension sectors.
- Qualifications: Bring your tax expertise and qualifications (ATT/CTA) to help navigate complex tax issues.
- Other info: Immediate start available; potential for role extension based on performance.
The predicted salary is between 48000 - 72000 £ per year.
Your new company
An established transformation organisation is looking for a Policyholder Tax expert to join their team on a temporary basis. The role would be to start immediately and could run for 6 months.
Your new role
- Maintaining technical knowledge relevant to policyholder tax
- Provide accurate and timely technical support, analysis and guidance to business areas
- Provide detailed analysis of tax changes and the impact these changes have on Life & Pension Clients including assisting with the delivery of regulatory change.
- Deliver regular sampling and checking processes to ensure that policyholder tax is being administered accurately and in accordance with HMRC rules.
- Providing tax consultancy to support the administration of Life & Pension contracts with policyholder tax regulations.
- Perform tax reconciliations, submission of returns, agree tax liabilities and facilitate payment
- Manage HMRC deliverables to ensure accurate and timely returns are submitted for pensions and bond products
- Provide tax technical support to operational and change areas – BAU and Regulatory.
- Establish and maintain relationships with managers in Customer Service & business units.
- Liaise with our clients on the delivery of controls over tax services.
- Provide information and understanding to auditors on our processes on regular and ad-hoc audits.
- Plan and manage workload and assist managers in planning ahead for department development work, identifying training and improvement needs in the short to medium term.
- Delivery of management information to key partners.
What you’ll need to succeed
- Detailed understanding of personal investment and protection financial services products and policyholder tax aspects
- Experience of income tax, corporation tax, capital gains tax and inheritance tax
- Hold a tax qualification (ATT/CTA) or be qualified by experience
- Experience dealing with customer queries
What you’ll get in return
This will be a 6 month role with the potential to extend. It is paying up-to £600 p/d depending on experience. The work can be fully remote.
What you need to do now
If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or contact William Loring on 0161 237 3388 or email.
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Policyholder Tax Consultant employer: Hays Taxation
Contact Detail:
Hays Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Policyholder Tax Consultant
✨Tip Number 1
Make sure to brush up on your knowledge of personal investment and protection financial services products. Understanding these will help you demonstrate your expertise during the interview.
✨Tip Number 2
Familiarize yourself with the latest tax regulations and changes that impact Life & Pension Clients. Being able to discuss recent developments will show your commitment to staying informed in this field.
✨Tip Number 3
Network with professionals in the tax consultancy space, especially those who have experience with HMRC rules. This can provide you with insights and potentially valuable connections that could help you land the job.
✨Tip Number 4
Prepare to discuss your experience with customer queries and how you've handled them in the past. This is crucial for demonstrating your ability to provide excellent support in a consultancy role.
We think you need these skills to ace Policyholder Tax Consultant
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and requirements for the Policyholder Tax Consultant position. Tailor your application to highlight your relevant experience in tax consultancy and financial services.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience with personal investment and protection financial services products, as well as your understanding of various tax types such as income tax and capital gains tax. Mention any tax qualifications you hold, like ATT or CTA.
Showcase Technical Skills: Detail your technical knowledge related to policyholder tax and your ability to provide accurate analysis and guidance. Include examples of how you've managed HMRC deliverables or performed tax reconciliations in previous roles.
Prepare a Strong Cover Letter: Craft a compelling cover letter that not only summarizes your qualifications but also demonstrates your enthusiasm for the role. Mention your ability to establish relationships with clients and your experience in delivering management information to key partners.
How to prepare for a job interview at Hays Taxation
✨Show Your Technical Knowledge
Make sure to demonstrate your understanding of policyholder tax and related financial services products. Be prepared to discuss specific tax regulations and how they impact Life & Pension clients.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to provide accurate technical support and analysis. Think of examples from your past experience where you successfully navigated tax changes or regulatory requirements.
✨Highlight Your Communication Skills
Since the role involves liaising with clients and internal teams, emphasize your ability to communicate complex tax information clearly. Share instances where you've effectively managed customer queries or collaborated with other departments.
✨Discuss Your Tax Qualifications
If you hold a tax qualification like ATT or CTA, make sure to mention it. If you're qualified by experience, be ready to explain how your background has equipped you with the necessary skills for this role.
