Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Liverpool; On-site; GBP 40,000 - 60,000; Full time

Job summary

A reputable Asset Manager in Liverpool is seeking an experienced Tax Specialist to provide critical operational and product tax guidance. The role requires expertise in tackling tax regulations for various investment products while collaborating with diverse teams. The ideal candidate will be confident, detail-oriented, and passionate about implementing improvements in tax processes.

Benefits

Supportive work culture

Professional development opportunities

Qualifications

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

Responsibilities

• Provide tax & regulatory guidance to product and operations.
• Implement new tax regulations and support product development.
• Work with internal and external partners to drive process improvements.

Skills

Attention to detail

Problem-solving

Confidence

Driving change

Job description

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Tax Specialist – Investments / Pensions / Funds, Liverpool

Client: Jigsaw Financial

Location: Liverpool, 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 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. 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.