Policyholder Tax Administrator

Atos SE; City of Edinburgh; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An exciting opportunity has arisen for a Policyholder Tax Administrator in a dynamic team dedicated to advancing digital technology for clients and society. This hybrid role, based in Edinburgh, involves executing tax data submissions, ensuring compliance with regulations, and maintaining relationships across teams. The ideal candidate will possess strong analytical and numerical skills, with a background in financial services or pensions. Join a forward-thinking company that values diversity and offers a supportive environment where you can thrive and contribute to meaningful projects that make a difference.

Benefits

25 days annual paid leave

Wellbeing programs

Private medical care

Pension contributions up to 10%

Flex benefits program

Courses and certifications opportunities

Conferences and Expert Communities

Charity and eco initiatives

Qualifications

• Strong numerical and analytical skills are essential for this role.
• Experience in financial services, pensions, or policyholder tax is preferred.

Responsibilities

• Execute daily tax data submissions to HMRC and ensure compliance.
• Perform reconciliations for tax payable and facilitate payments to HMRC.
• Build relationships with stakeholders and manage workload effectively.

Skills

Numerical skills

Analytical skills

Problem-solving skills

Attention to detail

Communication skills

Ability to work independently

Understanding of pension products

Experience in Life & Pensions industry

Education

Studying towards a tax qualification (ATT/CTA)

Job description

Who we are.
We are a team of passionate experts with a clear ambition: applying digital technology to advance what matters for our clients and society.
Together we create reliable and responsive digital foundations for the world’s businesses, institutions, and communities.

Job in a nutshell:
This is a hybrid role, attached to our Edinburgh office. 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.

What you will be doing:

• 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.

Requirements:

• 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.

Rewards and benefits:

• 25 days annual paid leave;
• Wellbeing programs & work-life balance - integration and passion sharing events;
• Private medical care;
• Pension contributions up to 10%;
• Flex benefits program;
• Courses and certifications opportunities;
• Conferences and Expert Communities;
• Charity and eco initiatives.

As a Disability Confident employer, we encourage applications from all applicants, especially, differently abled applicants. We aim to ensure that those who meet the minimum criteria for this position will be offered an interview. We are committed and willing to making reasonable adjustments to the application and assessment process to accommodate your needs. If you would like to discuss this further, please contact us via our dedicated mailbox - [e-mail].

* If you require additional support with the recruitment process, please let us know during the application process.

Learn more about us
At Atos, we embrace diversity as the ultimate engine of ingenuity for our clients, and we constantly strive to create a culture where people feel supported and encouraged. Whether it is fighting climate change, promoting digital inclusion, or ensuring trust in data management – tech for good sits at the core of our identity. With numerous global recognitions for our ESG practices, we are committed to building a better future for all by harnessing the power of technology.