Tax Specialist – Investments / Pensions / Funds

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

Job summary

A leading asset management firm seeks an experienced Tax Specialist to provide regulatory guidance and drive tax-related initiatives. This role demands expertise in operational and product tax within the investment sector, offering a supportive culture and a focus on innovation.

Qualifications

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

Responsibilities

• Provide tax & regulatory guidance to product, operations, and client groups.
• Implement new tax regulations and drive process improvements.
• Consult on wealth advice and broader initiatives.

Skills

Attention to detail

Problem-solving

Job description

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Tax Specialist – Investments / Pensions / Funds, High Wycombe

Client: Jigsaw Financial

Location: High Wycombe, United Kingdom

Job Category: Other

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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 initiatives.

This role suits confident, forward-thinking individuals comfortable working autonomously at various levels. We seek 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.