Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Bournemouth; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading asset manager is hiring a Tax Specialist in Bournemouth. This role requires extensive experience in tax for investments, with responsibilities including regulatory guidance and collaboration with various stakeholders. Candidates should possess strong problem-solving skills and a keen attention to detail within a supportive environment.

Qualifications

• Experienced in operational and/or product tax for retail investments, funds, and pensions.
• Confident and able to work autonomously.
• Strong enthusiasm for implementing ideas.

Responsibilities

• Provide tax & regulatory guidance on products and operations.
• Work closely with internal and external partners.
• Implement new tax regulations and drive process improvements.

Skills

Attention to detail

Problem-solving

Consulting

Driving change

Job description

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Tax Specialist – Investments / Pensions / Funds, Bournemouth

Client:

Jigsaw Financial

Location:

Bournemouth, 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 suits someone confident and forward-thinking, comfortable working autonomously at various levels. We’re seeking 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 a highly supportive infrastructure.