Tax Specialist – Investments / Pensions / Funds

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

Job summary

A leading asset manager is seeking an experienced Tax Specialist, based in Ipswich. This role involves providing comprehensive tax and regulatory advice, ensuring compliance in product development, and working closely with various stakeholders. Ideal candidates will have a strong background in pensions, investments, and excellent problem-solving skills, contributing positively to the firm's culture and processes.

Qualifications

• Proven experience in operational and/or product tax for retail investments, funds, and/or pensions.
• Strong problem-solving abilities and enthusiasm for implementing change.
• Confident and forward-thinking individual comfortable working autonomously.

Responsibilities

• Provide tax and regulatory guidance to product and operations teams.
• Work with internal and external partners on tax-related matters.
• Implement new tax regulations and contribute to product development.

Skills

Attention to Detail

Problem Solving

Regulatory Compliance

Client Relations

Autonomy

Job description

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Tax Specialist – Investments / Pensions / Funds, Ipswich

Client: Jigsaw Financial

Location: Ipswich

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 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 supportive infrastructure.