Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Preston; On-site; GBP 45,000 - 75,000; Full time

Job summary

A leading asset manager is looking for an experienced Tax Specialist to join their team in Preston. The role involves providing expert tax guidance, working with both internal and external partners, and driving changes in tax-related operations. Ideal candidates will have a proven track record in tax for retail investments, pensions, and funds, with strong attention to detail and problem-solving skills.

Qualifications

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

Responsibilities

• Provide tax & regulatory guidance to product, operations, and client group.
• Work with internal and external partners regarding product/funds tax.
• Implement new tax regulations and process improvements.

Skills

Attention to Detail

Problem-Solving

Tax Guidance

Job description

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Tax Specialist – Investments / Pensions / Funds, Preston, Lancashire

Client:

Jigsaw Financial

Location:

Preston, Lancashire, 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, the client group functions, and broader 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. You will need very high attention to detail, strong problem-solving skills, and enthusiasm for roles where you can drive change and implement ideas.

Enjoy a fantastic culture and highly supportive infrastructure.