Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Stoke-on-Trent; On-site; GBP 40,000 - 60,000; Full time

Job summary

A highly reputable Asset Manager in Stoke-on-Trent is looking for an experienced Tax Specialist. This role involves offering comprehensive tax and regulatory guidance, focusing on product and operational tax for investments and funds. Candidates should possess strong problem-solving skills and a keen eye for detail, ready to drive change in a supportive culture.

Qualifications

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

Responsibilities

• Provide tax & regulatory guidance to product and operations teams.
• Implement new tax regulations and assist in product development.
• Consult with wealth advice and client group functions.

Skills

Attention to detail

Problem-solving

Job description

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Tax Specialist – Investments / Pensions / Funds, Stoke-on-Trent

Client: Jigsaw Financial

Location: Stoke-on-Trent, United Kingdom

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, and consulting to the wealth advice and client group functions, along with 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 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.