Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; City Of London; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading asset manager is hiring an experienced Tax Specialist in the City of London. This role involves providing tax guidance, working with both internal and external stakeholders, and driving initiatives within investment and pension products. The ideal candidate is detail-oriented and problem-solving with a background in retail investments or funds.

Benefits

Supportive infrastructure

Great company culture

Qualifications

• Proven experience in operational and/or product tax.
• Experience working with retail investments, funds, and/or pensions.
• Comfortable working autonomously at various levels.

Responsibilities

• Provide tax & regulatory guidance to the product and client group.
• Work closely with internal and external partners regarding tax-related initiatives.
• Implement new tax regulations and process improvements.

Skills

Attention to detail

Problem-solving skills

Consultation

Job description

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Tax Specialist – Investments / Pensions / Funds, London (City of London)

Client:

Jigsaw Financial

Location:

London (City of London), United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

3

Posted:

16.06.2025

Expiry Date:

31.07.2025

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. You will need high attention to detail, strong problem-solving skills, and enthusiasm for a role where you can drive change and implement ideas.

Enjoy a fantastic culture and highly supportive infrastructure.