Senior Customer Tax Manager

TN United Kingdom; Sheffield; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An innovative firm is seeking a skilled tax professional to join their dynamic Tax team. This role involves providing expert advice on tax matters related to Aviva products, ensuring compliance with chargeable events legislation, and collaborating with internal teams and HMRC. The ideal candidate will possess strong customer and product tax knowledge, excellent communication skills, and a proactive approach to problem-solving. With a focus on flexibility and collaboration, this position offers a competitive salary, generous benefits, and opportunities for professional growth within a supportive environment.

Benefits

Competitive salary

Bonus opportunity

Generous pension scheme

29 days holiday

Discount on Aviva products

Free Aviva shares

Flexible benefits

Volunteering days

Wellbeing support

Qualifications

• Strong knowledge of chargeable events legislation and guidance.
• Ability to evaluate and communicate tax impacts of developments.

Responsibilities

• Provide advice on tax matters associated with Aviva products.
• Review customer tax documentation and liaise with HMRC.

Skills

Qualified accountant

Tax professional

Customer and product tax knowledge

MS Office proficiency

Communication skills

Collaboration skills

Education

Relevant accounting or tax qualification

Tools

MS Office

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 a good understanding and ability to articulate 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 internally and externally with Aviva’s third-party partners and HMRC.
3. Good technical knowledge of life products, including bonds, pensions, and endowment policies.
4. Excellent 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 related HMRC issues.
8. Considering process improvements ongoingly.

Skills and experience we’re looking for:

• Qualified accountant, tax professional, or comparable experience gained in industry or practice.
• Strong customer and product tax knowledge, with the ability 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.
• Proficiency in MS Office applications, especially 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.

• Competitive salary based on location, skills, experience, and qualifications.
• Bonus opportunity of 12% of annual salary, dependent on performance.
• Generous pension scheme with contributions up to 14%.
• 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 annually via the Matching Share Plan and Save As You Earn scheme.
• Supportive policies including parental and carer’s leave.
• Flexible benefits such as cycle to work and sustainability options.
• Opportunity to make a difference through Aviva Communities and three paid volunteering days.
• Focus on wellbeing with various support tools.

Learn more and calculate your potential total Aviva Reward.

Aviva is for everyone:

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

Feeling unsure about meeting every requirement? Women, in particular, often feel this way. So, regardless of gender, we encourage you to apply. If you're in a job share, apply as a pair.

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