Tax Specialist – Investments / Pensions / Funds

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

Job summary

A leading asset manager is seeking an experienced Tax Specialist to join their team in Stockport. This role involves providing tax compliance and regulatory guidance while working closely with various partners. Ideal candidates will have a strong background in operational or product tax, particularly in retail investments and pensions, along with excellent problem-solving skills and attention to detail.

Qualifications

• Proven experience in operational and/or product tax with retail investments or pensions.
• Confident, forward-thinking, and able to work autonomously.
• Enthusiastic about driving change and implementing ideas.

Responsibilities

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

Skills

Attention to detail

Problem-solving

Job description

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Tax Specialist – Investments / Pensions / Funds, Stockport

Client:

Jigsaw Financial

Location:

Stockport, 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 a variety of internal and external partners at all levels regarding product/funds tax, implementing new tax regulations, new product development, process improvements, consulting to the wealth advice and client group functions, and broader related initiatives.

This role will suit someone confident and forward-thinking who’s 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 to have very high attention to detail, strong problem-solving skills, and be enthusiastic about a role where you can drive change and implement ideas.

Fantastic culture and a highly supportive infrastructure.