Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Bolton; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading asset manager seeks an experienced Tax Specialist in Bolton, England. This role involves providing expert tax and regulatory guidance, with a focus on driving change and implementing new ideas. The ideal candidate will be someone detail-oriented, confident, and capable of working autonomously.

Qualifications

• Proven experience in operational and/or product tax.
• Experience working with retail investments, funds, and/or pensions.

Responsibilities

• Provide tax & regulatory guidance to product, operations, and clients.
• Implement new tax regulations and process improvements.
• Consult for wealth advice and client group functions.

Skills

Attention to detail

Problem-solving

Regulatory guidance

Autonomously working

Job description

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Tax Specialist – Investments / Pensions / Funds, Bolton, Greater Manchester

Client:

Jigsaw Financial

Location:

Bolton, Greater Manchester, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

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 wealth advice and client group functions, and broader related initiatives.

This role is suitable for 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.