Policyholder Tax Advisor

Aviva; West of England; Hybrid; GBP 32,000 - 38,000; Full time

Benefits offered by this job

Bonus 8% of salary

Pension up to 14%

Private Medical Benefit

40% discount on Aviva products

29 days leave + 5 extra purchase/sell

Share Matching plan up to £1,200

Save As You Earn

Parental and carer’s leave

Flexible benefits

Cycle to work

Volunteer days

Job summary

Aviva is seeking a Policyholder Tax Advisor to join our Tax team on a 12-month fixed-term contract. Based in York or Bristol with 50% hybrid working, you will support statutory tax reporting for customers, helping ensure accurate returns and correct tax deductions.

The role emphasizes data analysis, attention to detail and collaboration with internal and external stakeholders. If you are organized, curious and keen to develop pensions, bond or ISA knowledge, apply now.

Qualifications

• Strong organisational skills with ability to prioritise and meet deadlines.
• Comfortable with spreadsheets and data analysis with high accuracy.
• Excellent communication and stakeholder relationship-building.
• Proactive mindset to learn new systems and regulatory requirements.
• Experience working both independently and in a team in a fast-paced environment.
• Pensions or ISA knowledge is advantageous but not essential.

Responsibilities

• Support delivery of statutory tax reporting requirements for policyholders.
• Collaborate with internal and external stakeholders to ensure timely, accurate returns.
• Assist in maintaining relationships with tax authorities.
• Demonstrate attention to detail and proactive problem solving in a fast-moving environment.

Skills

Organisational skills

Data analysis

Stakeholder management

Attention to detail

Communication skills

Proactive learning

Team collaboration

Job description

Policyholder Tax Advisor

12-month Fixed term Contract

York or Bristol based (50% hybrid working)

Salary: circa £35,000

This is a great opportunity for someone who is organised, curious and keen to develop knowledge in tax regulatory reporting (pensions, bond or ISAs). It would suit someone who enjoys working with data, solving problems and collaborating with others to deliver accurate outcomes in a fast-moving environment.

A bit about the job:

Our Policyholder Tax Team plays an important role in helping Aviva meet its obligations to file accurate returns and pay the right amounts of tax deducted from customers to the relevant tax authorities. In this role, you will support the delivery of our statutory tax reporting requirements, work closely with internal and external stakeholders, and help maintain strong relationships with tax authorities. You will join a team of specialists who will support your development while relying on your contribution to deliver accurate, timely and high-quality tax reporting. This is a varied role where attention to detail, collaboration and a proactive approach will make a real difference.

Skills and experience we’re looking for:

• Strong organisational skills with the ability to manage priorities and meet deadlines.
• Comfortable working with spreadsheets and analysing data with a high level of accuracy.
• Excellent communication skills and the confidence to build effective relationships with a range of stakeholders.
• A proactive mindset with the ability to learn new systems, processes and regulatory requirements.
• Experience working independently and as part of a team in a fast-paced environment. Technical pensions or ISA knowledge would be beneficial but is not essential

What you’ll get:

Our purpose – with you today, for a better tomorrow – is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you. We want you to shine. That’s why we have so much to offer you:

• Salary around £35,000 - depending on skills, experience, and qualifications
• Bonus opportunity – 8% of annual salary, depending on your performance and the business’
• Generous pension scheme – we’ll contribute up to 14%
• Aviva-funded Private Medical Benefitto help you get expert support when you need it
• Up to 40%discount on Aviva products, and other retailer discounts
• 29 days of paid leave exclusive of public holidays - with the option of buying or selling 5 additional days
• Up to £1,200 of free Aviva shares per year through ourMatching Share Planand share in the success of Aviva with ourSave As You Earnscheme
• Brilliantlysupportive policiesincluding parental and carer’s leave
• Flexible benefitsto suit you, includingsustainability optionssuch as cycle to work
• Make a difference, be part of ourAviva Communitiesand use your 3paid volunteering daysto help others
• We take yourwellbeingseriously with lots of support and tools

Aviva is for everyone:

We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.

We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working – spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.