Policyholder Tax Consultant

Atos; City of Edinburgh; On-site; GBP 35,000 - 65,000; Full time

Job summary

An established industry player is seeking a Policyholder Tax Consultant to join their dynamic Pension Servicing team. This hybrid role offers the chance to manage critical tax compliance functions while ensuring accurate financial reporting and regulatory adherence. You will play a vital role in liaising with clients, managing HMRC deliverables, and providing essential support to operational areas. With a focus on quality and attention to detail, you will contribute to a collaborative environment that values your expertise. Join a forward-thinking company that offers a fantastic range of benefits and a commitment to personal and professional development.

Benefits

25 days annual paid leave plus 8 bank holidays

Annual bonus

Private medical insurance

Attractive stakeholder pension scheme

Wellbeing programs

Co-funding of sport activities

Courses and certifications

Conferences and Expert Communities

Gift packages for special occasions

Charity and eco initiatives

Qualifications

• Tax qualification or relevant experience is essential.
• Strong analytical and problem-solving skills required.

Responsibilities

• Manage HMRC deliverables for pensions and bonds products.
• Perform tax reconciliations and facilitate payments.
• Provide tax technical support to operational areas.

Skills

Policyholder Tax Knowledge

Analytical Skills

Numerical Skills

Attention to Detail

Interpersonal Skills

Coaching Experience

Education

Tax Qualification

Experience in Tax Compliance

Job description

Job in a nutshell:

*This is a hybrid role, Edinburgh office.

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 horizon scanning, 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.

What you will be doing:

1. Manage HMRC deliverables to ensure accurate and timely returns are submitted for pensions and bonds products
2. Perform tax reconciliations, agree tax liabilities and facilitate payments
3. Provide tax technical support to operational and change areas - BAU and Regulatory.
4. Establish and maintain relationships with managers in Customer Service & business units.
5. Liaise with our client on the delivery of controls over tax services.
6. Provide information and understanding to auditors on our processes on regular and ad-hoc audits.
7. Plan and manage workload and assist manager in planning ahead for department development work, identifying training and improvement needs short to medium term.
8. Delivery of management information to key partners.

Requirements:

1. Must have either a tax qualification related to policyholder taxes or be qualified by experience
2. Good numerical skills
3. Proven analytical and problem-solving skills.
4. Attention to detail and focus on quality
5. Adherence to regulatory rules and procedures
6. Successful delivery against commitments and deadlines;
7. Excellent interpersonal skills both written and verbal
8. Experience of giving feedback/ coaching
9. Great teammate

Rewards and benefits:

In addition to joining a phenomenal team, you can also expect a fantastic range of benefits.

1. 25 days annual paid leave plus 8 bank holidays
2. Annual bonus
3. Wellbeing programs & work-life balance - integration and passion sharing events
4. Private medical insurance
5. An attractive stakeholder pension scheme
6. Benefits platform – shopping, cinema, sport etc.
7. Co-funding of sport activities, e.g. Multisport & OK system cards, b-active program
8. Courses and certifications e.g. Google Cloud, AWS, ITIL
9. Conferences and Expert Communities
10. Gift packages for special occasions: Easter, Christmas, Children’s Day
11. Charity and eco initiatives.

As a Disability Confident employer, we aim to ensure that differently-abled applicants who meet the minimum criteria for this position will be offered an interview. We are committed to making reasonable adjustments to the application and assessment process to accommodate your needs. Please contact us on [e-mail] to discuss this further.

Recruiter Contact:

Please write directly to Viktoria Ivanova on LinkedIn https://www.linkedin.com/in/viktoria-ivanova-801298129/

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