Tax Specialist – Investments / Pensions / Funds

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

Job summary

A leading asset management firm in Gloucester is seeking an experienced Tax Specialist to deliver tax and regulatory guidance while driving change and implementing new ideas. This role requires a detail-oriented professional with a strong background in operational tax concerning investments, funds, and pensions.

Qualifications

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

Responsibilities

• Provide tax & regulatory guidance to product and operations.
• Implement new tax regulations and support product development.
• Consult with internal and external partners on related initiatives.

Skills

Attention to detail

Problem-solving

Change implementation

Job description

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Tax Specialist – Investments / Pensions / Funds, Gloucester

Client: Jigsaw Financial

Location: Gloucester, 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 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. High attention to detail, strong problem-solving skills, and enthusiasm for driving change and implementing ideas are essential.

Enjoy a fantastic culture and a highly supportive infrastructure.