Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Milton Keynes; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading asset manager in Milton Keynes is seeking an experienced Tax Specialist. The candidate will offer tax and regulatory guidance, focusing on product and operations while collaborating with various stakeholders. Ideal candidates will exhibit strong attention to detail and problem-solving skills to drive process improvements.

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.
• Work with internal and external partners on tax regulations and new product development.

Skills

Problem Solving

Attention to Detail

Change Implementation

Job description

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Tax Specialist – Investments / Pensions / Funds, Milton Keynes

Client: Jigsaw Financial

Location:

Milton Keynes

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 wealth advice and client group functions, and broader related 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.

Fantastic culture and a highly supportive infrastructure.