Senior Customer Tax Manager

TN United Kingdom; Bristol; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading company in the financial sector is seeking a Tax professional to join their team in Bristol. The role focuses on providing expert tax services related to Aviva products, requiring strong knowledge of chargeable events and collaboration with internal teams and HMRC. The successful candidate will enjoy a competitive salary, a performance-based bonus, and a range of benefits including a generous pension scheme and flexible working options.

Benefits

Competitive salary based on location and experience

Bonus opportunity of 12% of annual salary

Generous pension scheme with up to 14% contribution

29 days holiday plus bank holidays

Up to 40% discount on Aviva products

Free Aviva shares through Matching Share Plan

Supportive policies including parental leave

Flexible benefits including sustainability options

Paid volunteering days

Wellbeing support with various resources

Qualifications

• Qualified tax professional or accountant, or similarly qualified by experience.
• Ability to evaluate and communicate the impact of new developments.
• Team player with a collaborative and proactive approach.

Responsibilities

• Provide advice related to tax matters associated with Aviva products.
• Liaise with HMRC on chargeable events matters.
• Ensure accurate customer and product tax documentation.

Skills

Strong customer and product tax knowledge

Communication skills

Collaboration skills

Technical knowledge of life products

MS Office applications

Education

Qualified tax professional or accountant

Job description

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We have an exciting new opportunity to join our Tax team based in multiple locations. The team provides expert tax services to UK companies within the group and Aviva Investors (as manager of a range of regulated and unregulated funds). The role involves working with colleagues across multiple locations.

A bit about the job:

This role will primarily focus on providing advice and support related to tax matters associated with customers from Aviva products.

The tax team covers a wide scope, including customer and product taxes, operational and transaction taxes, insurance premium taxes, corporation tax, life tax, VAT, and employment taxes.

You’ll need to have a good understanding and be able to articulate the key tax issues arising from customer products, with a significant focus on chargeable events, bonds, life assurance, and pensions products.

The role includes providing advice to internal teams, leading on chargeable events matters with HMRC, and reviewing customer literature.

The day-to-day responsibilities include:

1. Strong knowledge of chargeable events legislation and guidance.
2. Strong communication and collaboration skills, liaising both internally and externally with third-party partners and HMRC.
3. Good technical knowledge of life products, including bonds, pensions, and endowment policies.
4. Strong communication skills for dealing with various internal teams.
5. Liaising with colleagues across the business to ensure appropriate prioritization.
6. Ensuring accurate and appropriate customer and product tax documentation.
7. Providing technical support on chargeable events reporting and HMRC controversies.
8. Considering process improvements ongoingly.

Skills and experience we’re looking for:

• The successful candidate will be an accountant, qualified tax professional, or similarly qualified by experience (industry or practice).
• Ability to demonstrate strong customer and product tax knowledge, with the capacity to evaluate and communicate the impact of new developments.
• A team player with an open, collaborative, and proactive approach, willing to test new ideas, embrace change, and simplify processes.
• Strong capabilities in MS Office applications and experience in creating and editing documents.
• Excellent communication and collaboration skills.

What you’ll get for this role:

Our purpose — with you today, for a better tomorrow — is a promise we make to our colleagues. We invest in you and offer many benefits as an Aviva colleague.

• Salary: Competitive, based on location, skills, experience, and qualifications.
• Bonus: Opportunity of 12% of annual salary, depending on performance.
• Generous pension scheme — Aviva contributes up to 14% depending on your contribution.
• 29 days holiday plus bank holidays, with options to buy or sell up to 5 days.
• Up to 40% discount on Aviva products and other retailer discounts.
• Up to £1,200 of free Aviva shares per year through our Matching Share Plan and Save As You Earn scheme.
• Supportive policies including parental and carers’ leave.
• Flexible benefits, including sustainability options like cycle to work.
• Participate in our Aviva Communities with 3 paid volunteering days.
• Support for your wellbeing with various tools and resources.

Learn more by using our salary calculator to see your total Aviva Reward.

Aviva is for everyone:

We are inclusive and welcome applicants from diverse backgrounds and experiences.

Feeling unsure? Women, in particular, often do not apply unless they meet every criterion. We encourage you to apply regardless of gender. If you are in a job share, apply as a pair.

We offer flexible locations, hours, and working patterns to suit our customers, business, and you. Most employees are smart working, spending around 50% of their time in offices, combining flexibility with collaboration.