Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Chesterfield; On-site; GBP 40,000 - 65,000; Full time

Job summary

A reputable Asset Manager seeks an experienced Tax Specialist to provide tax and regulatory guidance. This role is ideal for someone with a strong background in operational and product tax, particularly related to retail investments and pensions. The position offers a supportive culture, and a chance to drive change and implement innovative ideas.

Qualifications

• Proven experience in operational and/or product tax related to retail investments, funds, or pensions.
• Strong problem-solving skills and enthusiasm for driving change.
• Ability to work autonomously and across various levels.

Responsibilities

• Providing tax & regulatory guidance to product, operations, and client groups.
• Advising on product/funds tax and implementing new tax regulations.
• Developing new products and process improvements.

Skills

Attention to detail

Problem-solving

Tax regulation knowledge

Job description

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Tax Specialist – Investments / Pensions / Funds, Chesterfield

Client:

Jigsaw Financial

Location:

Chesterfield, 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. Responsibilities include advising on product/funds tax, implementing new tax regulations, developing new products, process improvements, and consulting for wealth advice and client functions, along with broader initiatives.

This role suits someone confident and forward-thinking, comfortable working autonomously across various levels. The ideal candidate will have proven experience in operational and/or product tax related to retail investments, funds, 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.