Tax Specialist – Investments / Pensions / Funds

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

Job summary

A highly reputable Asset Manager in Peterborough seeks an experienced Tax Specialist. This role involves providing tax and regulatory guidance while working autonomously and closely with various partners. Ideal candidates will possess proven experience in operational and product tax related to investments and pensions.

Benefits

Supportive infrastructure

Fantastic culture

Qualifications

• Proven experience in operational and/or product tax.
• Experience with retail investments, funds, and/or pensions required.
• Confidence in working autonomously at various levels.

Responsibilities

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

Skills

Attention to detail

Problem-solving

Change implementation

Job description

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Tax Specialist – Investments / Pensions / Funds, Peterborough

Client: Jigsaw Financial

Location: Peterborough, 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 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 seeking 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 highly supportive infrastructure.