Tax Specialist – Investments / Pensions / Funds

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

Job summary

A leading asset management firm is seeking an experienced Tax Specialist to join their Leicester team. This role involves providing comprehensive tax and regulatory guidance while collaborating with various internal and external partners. Ideal candidates will bring extensive knowledge in operational and product tax for retail investments and possess strong problem-solving skills and attention to detail. A supportive and positive company culture awaits the right individual ready to drive change.

Qualifications

• Experience in operational and product tax with retail investments, funds, and/or pensions required.
• Confident and forward-thinking individual needed.
• Ability to work autonomously and drive change.

Responsibilities

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

Skills

Attention to detail

Problem-solving

Regulatory understanding

Job description

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Tax Specialist – Investments / Pensions / Funds, Leicester

Client:

Jigsaw Financial

Location:

Leicester

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 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. You will need very high attention to detail, strong problem-solving skills, and enthusiasm for roles where you can drive change and implement ideas.

Enjoy a fantastic culture and a highly supportive infrastructure.