Policyholder Tax Consultant

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Job in a nutshell:

*This is a hybrid role, attached to our Edinburgh office.

We have an exciting role for a Policyholder Tax Consultant within our Pension Servicing business. The successful candidate will have experience of a policyholder tax (operational taxes) function with a focus on the control environment, regulatory compliance and the effective operation of the tax compliance cycle. This will enable clear, concise, and accurate financial and tax reporting to both internal and external stakeholders as well as various regulatory bodies.

What you will be doing:

• Perform BAU daily activities re daily submissions of tax data to third parties/HMRC
• Perform regular sampling and checking on customer services processes/outputs to ensure that policyholder tax is being administered accurately and in accordance with HMRC rules
• Perform tax reconciliations, submission of returns, agree tax liabilities and facilitate payment
• Perform HMRC deliverables to ensure accurate and timely returns are submitted for pensions and bonds products
• Provide accurate and timely technical support, analysis and guidance to business areas
• Establish and maintain relationships with managers in Customer Service & business units.
• Plan and manage own workload
• Maintain technical knowledge relevant to policyholder (operational) taxes

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 prioritize tasks.

• Skilled in analyzing large volumes of information.

• Understanding of pension products, bond investments, and tax-related aspects

• Preferably: A tax qualification (ATT/CTA) or equivalent experience.

• Preferably: Experience in the Life & Pensions industry.

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 plus bank holidays

• Annual bonus

• Wellbeing programs & work-life balance

• Private medical insurance

• An attractive stakeholder pension scheme

• Flexible Benefits platform

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.