About the Role - 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.
Responsibilities -
* 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
Qualifications - Hold a tax qualification (ATT/CTA) or be qualified by experience
Required Skills -
* Good written and verbal communication
* Analysis skills and ability to assimilate large quantities of information
* Ability to work on own initiative and be self-motivated
* Ability to prioritise and organise own workload
* Understanding of pension products and bonds investment and policyholder/operational tax aspects
Preferred Skills -
* Previous experience of working in the Life & Pensions industry
* Knowledge of FATCA and Automatic Exchange of Information
We invite qualified candidates to submit their updated CVs to mohammad.ahraz@hays.com if they feel their expertise aligns with the job.