Tax Specialist – Investments / Pensions / Funds

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

Job summary

A leading asset manager seeks an experienced Tax Specialist in Stevenage. This role involves providing tax and regulatory guidance for investments, pensions, and funds, requiring strong problem-solving skills and a meticulous approach. Join a fantastic culture with a supportive team-oriented environment.

Qualifications

• Proven experience in operational and/or product tax working with retail investments, funds, and/or pensions.
• Strong enthusiasm for driving change and implementing ideas.

Responsibilities

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

Skills

Attention to Detail

Problem Solving

Job description

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Tax Specialist – Investments / Pensions / Funds, Stevenage

Client:

Jigsaw Financial

Location:

Stevenage

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 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. 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 a highly supportive infrastructure.