Life Insurance Tax Specialist

Brewer Morris; London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A leading professional services firm in London is seeking an Associate Director for its Life Insurance Tax team. In this role, you will manage client relationships and lead complex tax advisory projects while contributing to business development and mentoring junior staff. The firm offers a competitive salary and a collaborative work environment focused on continuous professional development.

Benefits

Competitive salary and benefits package

Flexible working arrangements

Generous holiday allowance

Comprehensive benefits including private medical and pension

Continuous professional development and clear progression pathways

Qualifications

• Significant post-qualification experience in UK corporate tax with a focus on life insurance.
• Deep technical knowledge of UK tax legislation relevant to life insurers.

Responsibilities

• Lead and manage a portfolio of life insurance clients.
• Advise on issues including Solvency II, IFRS 17, corporate restructuring.
• Mentor and develop junior team members.

Skills

Communication

Interpersonal skills

Commercial awareness

Client relationship management

Education

ACA, CTA or equivalent professional qualification

Job description

Associate Director – Life Insurance Tax Specialist

Location: London, UK

Department: Financial Services Tax – Insurance

Level: Associate Director

Hybrid Working: Yes (2-3 days in office typical)

About the Firm

Join one of the UK’s leading professional services firms, renowned for its deep expertise in financial services and commitment to innovation, collaboration, and career development. Our Financial Services Tax team works with the world’s largest insurers, reinsurers, and brokers, offering cutting-edge tax advisory and compliance services.

Role Overview

As an Associate Director in our Life Insurance Tax team, you will play a key leadership role in delivering complex tax advisory and compliance services to major life insurance clients. You will work closely with Partners and Directors to manage client relationships, lead project teams, and contribute to business development initiatives.

Key Responsibilities

• Lead and manage a portfolio of life insurance clients, delivering high-quality tax advisory and compliance services.
• Advise on a wide range of issues including Solvency II, IFRS 17, Pillar 2, transfer pricing, and corporate restructuring.
• Support clients with HMRC enquiries and negotiations.
• Mentor and develop junior team members, providing technical training and career guidance.
• Collaborate with actuarial, audit, and consulting teams to deliver integrated solutions.
• Contribute to thought leadership and represent the firm at industry events.
• Drive business development by identifying opportunities and supporting proposals and pitches.

Required Skills & Experience

• ACA, CTA, or equivalent professional qualification.
• Significant post-qualification experience in UK corporate tax, with a strong focus on life insurance.
• Deep technical knowledge of UK tax legislation relevant to life insurers.
• Proven experience managing client relationships and leading project teams.
• Strong commercial awareness and ability to identify and convert business opportunities.
• Excellent communication and interpersonal skills.

Desirable

• Experience with international tax issues affecting insurers (e.g., BEPS, OECD Pillar 2).
• Life Insurance Tax specialist
• Previous experience in a Big 4 or top-tier accountancy firm is preferred but in-house experience is also recognised.

What They Offer

• Competitive salary and benefits package
• Flexible working arrangements and generous holiday allowance.
• Comprehensive benefits including private medical, pension, and wellbeing support.
• Continuous professional development and clear progression pathways to Director and Partner.
• A collaborative, inclusive, and high-performing culture.

Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

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