💼 Full-Time Position

Policyholder Tax Specialist — Pension & Bond Expert

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Jobleads-UK
📍 City of Edinburgh, Scotland, United Kingdom
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Location
City of Edinburgh, United Kingdom
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Posted
June 30, 2026
Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Responsibilities



  • 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.


Skills we can’t do without