Policyholder Tax Administrator

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Job in a nutshell:

*This is a hybrid role, attached to our Edinburgh office and requires a BPSS clearance, meaning 3 complete years residency in the UK up to present date

We have an exciting role for a Policyholder Tax Administrator within our Finance and Tax Operations team. This role is ideal for someone with experience in financial services, pensions, or policyholder tax (operational taxes) who enjoys working with data, regulations, and cross-functional teams. 

What you will be doing:

• Execute daily activities for tax data submissions to third parties/HMRC.
• Sample and review work processed within Customer Services to ensure compliance with HMRC rules for financial transactions.
• Perform reconciliations for tax payable to HMRC, agree tax liabilities and facilitate payment of taxes to HMRC.
• Ensure accuracy and timely submission of returns for pension and bond products to HMRC.
• Cultivate and maintain relationships with stakeholders in Customer Service and other business units.
• Plan and manage individual workload effectively.
• Build and maintain technical knowledge relevant to policyholder (operational) taxes.
• Support the Policyholder Tax team to provide technical support, analysis and guidance to other business areas on policyholder tax operations for pensions and bond products. 

Requirements:

• Strong numerical, analytical, and problem-solving skills.
• Attention to detail with a focus on quality and compliance with regulations.
• Proven ability to meet deadlines and commitments.
• Excellent written, verbal, and interpersonal communication skills.
• Great teammate with the ability to work independently and prioritise tasks.
• Skilled in analysing large volumes of information.
• Understanding of pension products, bond investments, and tax-related aspects
• Experience in the Life & Pensions industry.
• Desirable (but not essential): Studying towards a tax qualification (ATT/CTA) or equivalent experience.

Rewards and benefits:

In addition to joining a phenomenal team, you can also expect a fantastic range of benefits.

These include:

• 25 days annual paid leave;

• Wellbeing programs & work-life balance - integration and passion sharing events;

• Private medical care;

• Pension contributions up to 10%;

• Flex benefits program;

• Courses and certifications opportunities;

• Conferences and Expert Communities;

• Charity and eco initiatives.

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. If you would like to discuss this further, please contact us via our dedicated mailbox - UK-Recruitment-Support@atos.net

Recruiter Contact:

Please write directly to Viktoria Ivanova on LinkedIn https://www.linkedin.com/in/viktoria-ivanova-801298129/

* If you require additional support with the recruitment process, please let us know during the application process.