Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Warrington; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading asset manager is seeking an experienced Tax Specialist in Warrington. This role involves providing tax and regulatory guidance, with a focus on investments, pensions, and funds. Ideal candidates will possess operational tax experience and strong problem-solving skills, with a passion for driving change in a supportive environment.

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.
• Consult on wealth advice and client group functions.
• Implement new tax regulations and process improvements.

Skills

Attention to detail

Problem-solving

Driving change

Job description

Social network you want to login/join with:

Tax Specialist – Investments / Pensions / Funds, Warrington, Cheshire

Client: Jigsaw Financial

Location: Warrington, Cheshire

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, and consulting to wealth advice and client group functions, as well as broader related initiatives.

This role suits someone confident and forward-thinking, comfortable working autonomously at various levels. We are 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.