Policyholder Tax Specialist — Pension & Bond Expert

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.

• 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.

To be eligible for BPSS clearance, you must have lived and worked in the UK continuously for the past 3 years.

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

• Pension Scheme – contributions matched up to 10%
• Private medical cover
• Income Protection
• Life Assurance
• 25 days paid leave + National Holidays
• Flex benefits program