Your new company

An established transformation organisation is looking for a Policyholder Tax expert to join their team on a temporary basis. The role would be to start immediately and could run for 6 months.

Your new role

• Maintaining technical knowledge relevant to policyholder tax
• Provide accurate and timely technical support, analysis and guidance to business areas
• Provide detailed analysis of tax changes and the impact these changes have on Life & Pension Clients including assist with the delivery of regulatory change
• Deliver regular sampling and checking processes to ensure that policyholder tax is being administered accurately and in accordance with HMRC rules
• Providing tax consultancy to support administration of Life & Pension contracts with policyholder tax regulations
• Perform tax reconciliations, submission of returns, agree tax liabilities and facilitate payment
• Manage HMRC deliverables to ensure accurate and timely returns are submitted for pensions and bonds products
• Perform tax reconciliations, agree tax liabilities and facilitate payments
• Provide tax technical support to operational and change areas - BAU and Regulatory.
• Establish and maintain relationships with managers in Customer Service & business units.
• Liaise with our client on the delivery of controls over tax services.
• Provide information and understanding to auditors on our processes on regular and ad-hoc audits.
• Plan and manage workload and assist manager in planning ahead for department development work, identifying training and improvement needs short to medium term.
• Delivery of management information to key partners.

What you'll need to succeed

• Detailed understanding of personal investment and protection financial services products and policyholder tax aspects
• Experience of income tax, corporation tax, capital gains tax and inheritance tax
• Hold a tax qualification (ATT/CTA) or be qualified by experience
• Experience dealing with customer queries

What you'll get in return

This will be a 6 month role with the potential to extend. It is paying up-to £600 p/d depending on experience. The work can be fully remote.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.