Tax Specialist – Investments / Pensions / Funds

JR United Kingdom; Watford; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading asset management firm is looking for an experienced Tax Specialist to join their team in Watford. This role involves offering tax and regulatory guidance across various products and operations, emphasizing autonomy and proactive problem-solving. Candidates should have a solid background in operational tax within retail investments, funds, and pensions, along with a keen eye for detail and a passion for driving change in their role.

Qualifications

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

Responsibilities

• Provide tax & regulatory guidance to product and operations.
• Implement new tax regulations and process improvements.
• Consult for wealth advice and client functions.

Skills

Problem-solving

Attention to detail

Job description

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Tax Specialist – Investments / Pensions / Funds, Watford, Hertfordshire

Client:

Jigsaw Financial

Location:

Watford, Hertfordshire, 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 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.

Fantastic culture and a highly supportive infrastructure.