Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Southampton; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading asset manager is seeking an experienced Tax Specialist to provide crucial tax and regulatory guidance. This role involves working closely with various internal and external partners to drive change, improve processes, and ensure compliance with new regulations. Ideal candidates will have strong problem-solving skills and a detail-oriented approach in handling operational and product tax for investments and funds.

Qualifications

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

Responsibilities

• Provide tax & regulatory guidance to operations and client groups.
• Implement new tax regulations and develop new products.
• Consult with internal and external partners.

Skills

Attention to detail

Problem-solving

Consulting

Job description

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Tax Specialist – Investments / Pensions / Funds, Southampton

Client: Jigsaw Financial

Location: Southampton, 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 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.

Enjoy a fantastic culture and highly supportive infrastructure.