Tax Specialist – Investments / Pensions / Funds

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

Job summary

A reputed Asset Manager is looking for a Tax Specialist to join their team in Plymouth. The role involves providing tax and regulatory guidance, implementing new regulations, and working closely with various internal and external partners. Candidates should have proven experience in tax for investments, funds, or pensions, with a strong emphasis on attention to detail and problem-solving skills.

Benefits

Supportive culture and infrastructure

Qualifications

• Proven experience in operational and/or product tax for retail investments, funds, and/or pensions.
• High attention to detail and strong problem-solving skills.

Responsibilities

• Provide tax & regulatory guidance to product and operations.
• Implement new tax regulations and develop new products.
• Consult on wealth advice and broader initiatives.

Skills

Attention to Detail

Problem Solving

Change Implementation

Job description

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Tax Specialist – Investments / Pensions / Funds, Plymouth

Client:

Jigsaw Financial

Location:

Plymouth, 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 wealth advice, 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. 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.