Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Leeds; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading asset manager is seeking an experienced Tax Specialist in Leeds to provide essential tax and regulatory guidance. The role involves collaborating with various internal and external stakeholders, ensuring compliance with new tax regulations while driving operational improvements. Ideal candidates will have strong problem-solving skills and experience with retail investments and funds.

Benefits

Supportive culture

Strong infrastructure

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 initiate broader projects.

Skills

Attention to detail

Problem-solving

Tax regulations

Client consulting

Job description

Tax Specialist – Investments / Pensions / Funds, Leeds, West Yorkshire

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. Responsibilities include product/funds tax, implementing new tax regulations, new product development, process improvements, and consulting to wealth advice and client group functions, along with broader initiatives.

This role is suitable for someone confident and forward-thinking, comfortable working autonomously across various levels. Candidates should have proven experience in operational and/or product tax, particularly 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.