Senior Customer Tax Manager

Aviva; Newcastle upon Tyne; On-site; GBP 75,000 - 87,000; Full time

Job summary

Aviva is seeking a Senior Customer Tax Manager to join their Tax team, which provides expert services to UK companies. The role focuses on advising internal teams on life products, including bonds and pensions, while ensuring compliance with tax regulations and enhancing customer literature. Applicants should possess strong technical knowledge of life products, effective communication skills, and relevant professional qualifications. Aviva values diverse backgrounds and offers flexible working arrangements.

Benefits

Generous pension scheme

29 days holiday plus bank holidays

Product discounts and retailer offers

Share schemes

Supportive policies and flexible benefits

Volunteer days and wellbeing support

Qualifications

• Strong understanding of chargeable events legislation.
• Collaborative and effective internal communication skills.
• Experience in customer product taxonomy.

Responsibilities

• Advise internal teams and lead discussions with HMRC.
• Review and ensure proper tax documentation.
• Coordinate with various teams for priorities and process improvement.

Skills

Customer and product tax expertise

Strong communication skills

Proactive teamwork

Technical knowledge of life products

MS Office proficiency

Education

Qualified accountant or tax professional

Job description

Senior Customer Tax Manager

As part of the Tax team, which provides expert tax services to UK companies within the Group and to Aviva Investors, the role involves working across five locations.

The tax team covers Customer and Product taxes, Operational and Transaction Taxes, Insurance Premium Taxes, Corporation Tax, Life Tax, VAT, and Employment Taxes.

About the job:

This role focuses on providing advice and support related to life products, including bonds, pensions, and endowment policies, and the associated tax matters for customers.

The role involves understanding and communicating key tax issues from customer products, especially chargeable events, bonds, life assurance, and pensions.

Responsibilities include advising internal teams, leading chargeable events discussions with HMRC, and reviewing customer literature.

The day-to-day tasks include:

• Knowledge of chargeable events legislation
• Strong communication and collaboration skills
• Technical knowledge of life products
• Interacting with various teams internally
• Coordinating with colleagues for prioritization
• Ensuring proper tax documentation
• Supporting chargeable events reporting and HMRC interactions
• Process improvement considerations

Requirements:

• Technical knowledge of life products
• Qualified accountant, tax professional, or equivalent experience
• Customer and product tax expertise
• Team player with proactive approach
• Proficiency in MS Office

Benefits:

• Salary circa £75,000
• Bonus up to 12%
• Generous pension scheme
• 29 days holiday plus bank holidays
• Product discounts and retailer offers
• Share schemes
• Supportive policies and flexible benefits
• Volunteer days and wellbeing support

We welcome applications from diverse backgrounds and flexible working arrangements.