Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Bristol; On-site; GBP 45,000 - 70,000; Full time

Job summary

A leading asset management firm in Bristol is seeking an experienced Tax Specialist to provide expert tax and regulatory guidance across various products and operations. The ideal candidate will have a strong background in operational and product tax relating to retail investments, funds, and pensions, along with excellent problem-solving and change management skills.

Benefits

Supportive work culture

Professional development opportunities

Qualifications

• Proven experience in operational and/or product tax.
• Experience with retail investments, funds, and/or pensions.
• Confident and forward-thinking with the ability to work autonomously.

Responsibilities

• Provide tax and regulatory guidance to product and operations teams.
• Implement new tax regulations and support product development.
• Consult with internal and external partners on tax-related initiatives.

Skills

Attention to detail

Problem-solving

Change management

Job description

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Tax Specialist – Investments / Pensions / Funds, Bristol

Client:

Jigsaw Financial

Location:

Bristol, United Kingdom

Job Category:

Other

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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. The candidate should have high attention to detail, strong problem-solving skills, and enthusiasm for roles involving change management and idea implementation.

Enjoy a fantastic culture and highly supportive infrastructure.