Policyholder Tax Strategy Manager

Aviva; West of England; Hybrid; GBP 52,000 - 60,000; Full time

Benefits offered by this job

Bonus up to 10% of annual salary

Generous pension scheme (up to 14%)

Aviva-private medical benefit

Discount on Aviva products (up to 40%)

28–30 days paid leave plus buy/sell 5

Matching Share Plan

Save As You Earn (SAE)

Volunteering days

Wellbeing support

Job summary

Aviva is seeking a Policyholder Tax Manager based in York or Bristol with a 50% hybrid working arrangement. The role focuses on providing practical tax guidance around pensions and ISA products, overseeing reporting, and supporting strategic change within a regulated environment.

You will collaborate with Finance, Operations, Risk and Compliance, influencing decisions and shaping tax outcomes for customers while advancing Aviva's regulatory commitments and business objectives.

Qualifications

• Experience working with pensions or ISA products and understanding of the regulatory environment.
• Strong reconciliation experience and ability to verify data accurately.
• Excellent stakeholder management skills and ability to influence decisions.
• Experience supporting regulatory change, business projects or process improvements.
• Understanding of risk management and controls in a regulated environment.

Responsibilities

• Provide practical tax guidance for policyholder taxation.
• Oversee key reporting activities and ensure accuracy and timeliness.
• Support strategic change across the business and regulatory projects.
• Collaborate with Finance, Operations, Risk, Compliance and Change teams to manage tax risks.
• Strengthen controls and drive improvements across tax processes.

Skills

Pensions/ISA tax

Reconciliation

Stakeholder management

Regulatory change

Risk management

Job description

Aviva is seeking a Policyholder Tax Manager based in York or Bristol with a 50% hybrid working arrangement. The role focuses on providing practical tax guidance around pensions and ISA products, overseeing reporting, and supporting strategic change within a regulated environment.

You will collaborate with Finance, Operations, Risk and Compliance, influencing decisions and shaping tax outcomes for customers while advancing Aviva's regulatory commitments and business objectives.