Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Bath; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading asset management firm is seeking an experienced Tax Specialist to join their team in Bath. The role involves guiding tax and regulatory compliance for investments and funds while collaborating with various stakeholders. The ideal candidate will exhibit a high level of attention to detail and problem-solving skills, thriving in a dynamic and supportive work environment.

Qualifications

• Proven experience in operational and/or product tax for retail investments, funds, or pensions.
• Comfortable working autonomously and at various levels.
• Enthusiasm for driving change and implementing new ideas.

Responsibilities

• Provide tax and regulatory guidance to products and operations.
• Implement new tax regulations and support product development.
• Consult with internal and external partners on tax matters.

Skills

Problem-solving

Attention to detail

Change implementation

Job description

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Tax Specialist – Investments / Pensions / Funds, Bath

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Client:

Jigsaw Financial

Location:

Bath, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

We’re hiring an experienced Tax Specialist for a highly reputable Asset Manager.

The senior tax specialist will provide tax & regulatory guidance to product, operations, and the client group, working closely with internal and external partners at all levels regarding product/funds tax, implementing new tax regulations, new product development, process improvements, consulting to the wealth advice and client group functions, and broader related initiatives.

This role suits someone confident and forward-thinking, comfortable working autonomously at various levels. We’re looking for someone with proven experience in operational and/or product tax working with retail investments, funds, and/or pensions. High attention to detail, strong problem-solving skills, and enthusiasm for driving change and implementing ideas are essential.

Enjoy a fantastic culture and highly supportive infrastructure.