Tax Specialist – Investments / Pensions / Funds

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

Job summary

A leading asset manager is looking for an experienced Tax Specialist in Derby. This role involves providing tax and regulatory guidance to various internal and external partners and requires high attention to detail and strong problem-solving skills. Candidates should have proven experience in operational or product tax, particularly in relation to retail investments, funds, and pensions. A passion for driving change and implementing ideas is essential.

Qualifications

• Proven experience in operational and product tax.
• Experience with retail investments, funds, and pensions.
• Confident and able to work autonomously.

Responsibilities

• Provide tax & regulatory guidance to product and operations.
• Implement new tax regulations and process improvements.
• Consult to wealth advice and client group functions.

Skills

Attention to detail

Problem-solving

Communication

Tax regulation knowledge

Job description

Social network you want to login/join with:

Tax Specialist – Investments / Pensions / Funds, Derby

Client:

Jigsaw Financial

Location:

Derby, 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 various 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 different levels. We’re looking for someone with proven experience in operational and/or product tax working 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.