Tax Specialist – Investments / Pensions / Funds

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

Job summary

A leading asset management company is looking for an experienced Tax Specialist based in Chelmsford. The role involves providing guidance on tax regulations for products and investments while working closely with various partners. This position is ideal for a confident and detail-oriented individual passionate about driving change in a supportive culture.

Qualifications

• Proven experience in operational and/or product tax.
• Experience with retail investments, funds, and pensions.
• Confident and forward-thinking approach.

Responsibilities

• Provide tax and regulatory guidance to product and client groups.
• Implement new tax regulations and product development.
• Consult on process improvements and broader initiatives.

Skills

Attention to detail

Problem-solving

Autonomous working

Job description

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Tax Specialist – Investments / Pensions / Funds, Chelmsford

Client:

Jigsaw Financial

Location:

Chelmsford

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, and consulting to the wealth advice and client group functions, along with broader initiatives.

This role is suitable for someone confident and forward-thinking, comfortable working autonomously at various levels. We seek someone with proven experience in operational and/or product tax, particularly 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.