Senior Policyholder Tax Analyst

About Atos Group

Atos Group is a global leader in digital transformation with c. 67,000 employees and annual revenue of c. €10 billion, operating in 61 countries under two brands — Atos for services and Eviden for products. European number one in cybersecurity, cloud and high performance computing, Atos Group is committed to a secure and decarbonized future and provides tailored AI-powered, end-to-end solutions for all industries. Atos Group is the brand under which Atos SE (Societas Europaea) operates. Atos SE is listed on Euronext Paris.

The purpose of Atos Group is to help design the future of the information space. Its expertise and services support the development of knowledge, education and research in a multicultural approach and contribute to the development of scientific and technological excellence. Across the world, the Group enables its customers and employees, and members of societies at large to live, work and develop sustainably, in a safe and secure information space.

This is a hybrid role aligned to our Edinburgh office. We are seeking an experienced Senior Policyholder Tax Analyst to join our Finance and Tax Operations team. This role is suited to a seasoned professional with strong policyholder (operational) tax expertise within financial services, life & pensions, or investment products, who can provide technical leadership, assurance, and guidance across the business.

You will play a key role in ensuring compliance with CLIENT requirements, overseeing complex tax processes, and acting as a trusted subject‑matter expert for policyholder tax matters across pensions and bond products.

Where purpose meets career:

• Opportunity to influence customer outcomes and shape how the business meets regulatory compliance
• Strategic visibility across Finance and Customer Services Operations – Operating at 
• the intersection of tax, product design, policy operations, finance, and change functions.
• Opportunity to take ownership of complex technical work with room to innovate

Responsibilities:

• Take ownership of end‑to‑end policyholder tax processes, including oversight of daily tax data submissions to CLIENT and other third parties.
• Provide review, assurance, and quality oversight of tax‑related activities performed within Customer Services and other operational areas, ensuring adherence to CLIENT rules and internal controls.
• Lead complex reconciliations of tax payable to CLIENT, agree liabilities, investigate variances, and ensure accurate and timely settlement of tax payments.
• Oversee the preparation, validation, and submission of statutory returns for pension and bond products, ensuring accuracy, completeness, and compliance with regulatory deadlines.
• Act as a senior point of contact for policyholder tax queries, providing technical advice, interpretation of legislation, and practical guidance to stakeholders across the business.
• Build and maintain strong working relationships with Customer Services, Finance, Risk, and other key stakeholders to support efficient and compliant tax operations.
• Proactively identify process improvements, control enhancements, and automation opportunities to strengthen the policyholder tax operating model.
• Support change initiatives, new product launches, and regulatory updates by assessing tax impacts and ensuring appropriate implementation.
• Coach and support junior team members, sharing technical knowledge and best practice across the Policyholder Tax team.
• Maintain up‑to‑date technical knowledge of policyholder (operational) taxes, pensions, and bond products, including changes in legislation and CLIENT guidance.

Skills we can’t do without:

• Strong technical experience in policyholder (operational) tax within life insurance, pensions, or investment products.
• Proven ability to interpret and apply tax legislation and CLIENT guidance in a practical, operational environment.
• Excellent numerical, analytical, and problem‑solving skills, with the ability to review complex data and identify issues and trends.
• High attention to detail with a strong focus on control, risk management, and regulatory compliance.
• Demonstrated experience managing competing priorities, meeting deadlines, and working with minimal supervision.
• Confident communicator with the ability to explain technical tax matters clearly to both specialist and non‑specialist audiences.
• Strong stakeholder management skills and experience working cross‑functionally within large organisations.
• Advanced experience analysing and reviewing large volumes of data.
• Solid understanding of pension products, bond investments, and their associated tax treatments.
• Experience within the Life & Pensions industry is essential.

Desirable:

• Studying towards, or holding, a professional tax qualification (ATT, CTA, or equivalent).
• Experience supporting audits, regulatory reviews, or internal assurance activities.

Essential Criteria – BPSS Eligibility

To be eligible for BPSS clearance, you must have lived and worked in the UK continuously for the past 3 years.

Benefits:

Pension Scheme - contributions matched up to 10%

Private medical cover

Income Protection

Life Assurance

25 days paid leave + National Holidays

Flex benefits program

Diversity, Equity & Inclusion

Here at Atos, diversity and inclusion are embedded in our DNA. Read more about our commitment to a fair work environment for all. As a Disability Confident employer, we encourage applications from all applicants, especially, differently abled applicants. We aim to ensure that those who meet the minimum criteria for this position will be offered an interview. We are committed and willing to making reasonable adjustments to the application and assessment process to accommodate your needs.

Here at Atos, diversity and inclusion are embedded in our DNA. Read more about our commitment to a fair work environment for all.

Atos is a recognized leader in its industry across Environment, Social and Governance (ESG) criteria. Find out more on our CSR commitment. 

Choose your future. Choose Atos.