Policyholder Tax Consultant, null
Policyholder Tax Consultant, null

Policyholder Tax Consultant, null

Temporary 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage daily tax data submissions and ensure compliance with HMRC rules.
  • Company: Join a dynamic Pension Servicing business focused on regulatory compliance and financial reporting.
  • Benefits: Enjoy remote work flexibility and competitive pay of £300 per day.
  • Why this job: Be part of a crucial team ensuring accurate tax reporting while developing your skills in a supportive environment.
  • Qualifications: Experience in policyholder tax and understanding of pension products is essential; tax qualifications are a plus.
  • Other info: This is a 6-month contract role, perfect for self-motivated individuals looking to grow in the finance sector.

The predicted salary is between 36000 - 60000 £ per year.

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Location: England Job Type: Contract Industry: Business Transformation Job reference: BBBH393098_1737028926 Posted: about 3 hours ago

Policyholder Tax Consultant
Remote
6 Months
£300 pay day via umbrella company

We have an exciting role for a Policyholder Tax Consultant within our Pension Servicing business. The successful candidate will have experience of a policyholder tax (operational taxes) function with a focus on the control environment, regulatory compliance and the effective operation of the tax compliance cycle. This will enable clear, concise, and accurate financial and tax reporting to both internal and external stakeholders as well as various regulatory bodies.

Your day-to-day responsibilities include:

  1. Perform BAU daily activities re daily submissions of tax data to third parties/HMRC
  2. Perform regular sampling and checking on customer services processes/outputs to ensure that policyholder tax is being administered accurately and in accordance with HMRC rules
  3. Perform tax reconciliations, submission of returns, agree tax liabilities and facilitate payment
  4. Perform HMRC deliverables to ensure accurate and timely returns are submitted for pensions and bonds products
  5. Provide accurate and timely technical support, analysis and guidance to business areas
  6. Establish and maintain relationships with managers in Customer Service & business units.
  7. Plan and manage own workload
  8. Maintain technical knowledge relevant to policyholder (operational) taxes

Skills we can’t do without:

  1. Good written and verbal communication
  2. Analysis skills and ability to assimilate large quantities of information
  3. Ability to work on own initiative and be self-motivated
  4. Ability to prioritise and organise own workload
  5. Understanding of pension products and bonds investment and policyholder/operational tax aspects

Skills we’d like:

  1. Previous experience of working in the Life & Pensions industry
  2. Knowledge of FATCA and Automatic Exchange of Information
  3. Hold a tax qualification (ATT/CTA) or be qualified by experience

Requirements

  1. Good numerical skills
  2. Proven analytical and problem-solving skills.
  3. Attention to detail and focus on quality
  4. Adherence to regulatory rules and procedures
  5. Successful delivery against commitments and deadlines;
  6. Excellent interpersonal skills both written and verbal
  7. Great teammate

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Policyholder Tax Consultant, null employer: TN United Kingdom

Join a dynamic and innovative team as a Policyholder Tax Consultant, where you will thrive in a supportive remote work environment that values your expertise and contributions. Our company fosters a culture of collaboration and continuous learning, offering ample opportunities for professional growth and development within the business transformation sector. With competitive pay and a commitment to regulatory compliance, we ensure that our employees are equipped to succeed while making a meaningful impact in the pensions industry.
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Contact Detail:

TN United Kingdom Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Policyholder Tax Consultant, null

✨Tip Number 1

Make sure to familiarize yourself with the latest HMRC rules and regulations regarding policyholder tax. This knowledge will not only help you in your day-to-day tasks but also demonstrate your commitment to compliance during interviews.

✨Tip Number 2

Network with professionals in the Life & Pensions industry. Engaging with others in this field can provide insights into best practices and may even lead to referrals for job opportunities.

✨Tip Number 3

Highlight your analytical skills by preparing examples of how you've successfully managed tax reconciliations or compliance tasks in previous roles. Being able to discuss specific scenarios will set you apart from other candidates.

✨Tip Number 4

Stay updated on any changes in tax legislation that could impact pension products and bonds. Showing that you are proactive about your professional development can impress potential employers.

We think you need these skills to ace Policyholder Tax Consultant, null

Good written and verbal communication
Analysis skills
Ability to assimilate large quantities of information
Self-motivation
Ability to prioritise and organise workload
Understanding of pension products and bonds
Knowledge of policyholder/operational tax aspects
Experience in the Life & Pensions industry
Knowledge of FATCA and Automatic Exchange of Information
Tax qualification (ATT/CTA) or equivalent experience
Good numerical skills
Proven analytical and problem-solving skills
Attention to detail
Adherence to regulatory rules and procedures
Successful delivery against commitments and deadlines
Excellent interpersonal skills
Teamwork

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Policyholder Tax Consultant position. Understand the key responsibilities and required skills, especially focusing on operational taxes and regulatory compliance.

Tailor Your CV: Customize your CV to highlight relevant experience in policyholder tax functions, pension products, and any previous roles in the Life & Pensions industry. Emphasize your analytical skills and attention to detail.

Craft a Strong Cover Letter: Write a cover letter that clearly outlines your motivation for applying and how your skills align with the job requirements. Mention specific experiences that demonstrate your ability to manage tax compliance and reporting.

Highlight Relevant Qualifications: If you hold a tax qualification (ATT/CTA) or have relevant experience, make sure to mention this prominently in your application. This will strengthen your candidacy and show your commitment to the field.

How to prepare for a job interview at TN United Kingdom

✨Showcase Your Tax Knowledge

Make sure to highlight your understanding of policyholder tax and operational taxes during the interview. Be prepared to discuss specific regulations, such as HMRC rules, and how you've applied them in previous roles.

✨Demonstrate Analytical Skills

Since the role requires strong analytical abilities, come ready with examples of how you've successfully analyzed large quantities of information. Discuss any relevant experiences where your analysis led to improved processes or compliance.

✨Communicate Clearly

Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex tax concepts. This will show your ability to convey important information to both internal and external stakeholders.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and ability to prioritize tasks. Think of situations where you had to manage your workload effectively while adhering to regulatory requirements, and be ready to share those experiences.

Policyholder Tax Consultant, null
TN United Kingdom
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  • Policyholder Tax Consultant, null

    Temporary
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-03-14

  • T

    TN United Kingdom

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