Tax Specialist – Investments / Pensions / Funds

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

Job summary

A reputable Asset Manager in Colchester is seeking an experienced Tax Specialist. The role involves providing crucial tax advice, collaborating with various partners, and driving changes within financial products. Ideal candidates will possess strong problem-solving skills and a keen attention to detail in tax-related matters.

Qualifications

• Proven experience in operational and/or product tax.
• Experience with retail investments, funds, and/or pensions.

Responsibilities

• Provide tax and regulatory guidance to product and operations.
• Consulting for wealth advice and client group functions.
• Implement new tax regulations and improvements.

Skills

Attention to detail

Problem-solving

Job description

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Tax Specialist – Investments / Pensions / Funds, Colchester

Client: Jigsaw Financial

Location: Colchester, 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 a variety of internal and external partners at all levels regarding product/funds tax, implementing new tax regulations, new product development, process improvements, consulting to the wealth advice and client group functions, and broader related initiatives.

This role will suit someone confident and forward-thinking who’s comfortable working autonomously at a variety of 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 to have very high attention to detail, strong problem-solving skills, and be enthused about a role where you can drive change and implement ideas.

Fantastic culture and a highly supportive infrastructure.