Tax Specialist – Investments / Pensions / Funds

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

Job summary

A highly reputable asset manager is seeking a Senior Tax Specialist in Lincoln. The role involves providing tax and regulatory guidance related to investments and funds while working closely with various stakeholders. Candidates should have proven experience in operational and product tax along with strong problem-solving skills.

Benefits

Excellent culture

Highly supportive infrastructure

Qualifications

• Proven experience in operational and product tax.
• Experience with retail investments, funds, and/or pensions.
• Ability to drive change and implement ideas.

Responsibilities

• Provide tax & regulatory guidance to internal and external partners.
• Implement new tax regulations and process improvements.
• Consult on wealth advice and client group functions.

Skills

Attention to detail

Problem-solving

Job description

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Tax Specialist – Investments / Pensions / Funds, Lincoln

Client:

Jigsaw Financial

Location:

Lincoln, 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 the wealth advice and client group functions, and broader related 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 high attention to detail, strong problem-solving skills, and enthusiasm for roles where you can drive change and implement ideas.

Excellent culture and highly supportive infrastructure.