Tax Consultant

Policyholder Tax Consultant

Salary: £45k+ Depending on Experience

Location: Edinburgh

Workplace Type: Hybrid – 2 days per week in office (Open to fully remote discussion DOE)

We have an exciting role for a Policyholder Tax Consultant within the 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 horizon scanning, 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. This role will be on site with our client in the financial sector.

Key Responsibilities:

• 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 clients on the delivery of controls over tax services.
• Provide information and understanding to auditors on processes on regular and ad-hoc audits.
• Plan and manage workload and assist managers in planning ahead for department development work and identifying training and improvement needs short to medium term.
• Delivery of management information to key partners.

Skills

• Must either hold a tax qualification related to policyholder taxes or be qualified by experience
• Good numerical skills.
• Proven analytical and problem-solving skills.
• Attention to detail and focus on quality.
• Adherence to regulatory rules and procedures.
• Successful delivery against commitments and deadlines.
• Excellent interpersonal skills both written and verbal.
• Experience of giving feedback/coaching.
• Great teammate.

About FDM

FDM Group is a global professional services provider with a focus on IT, working with over 200 clients across multiple business sectors. FDM’s business model is both unique and robust, bringing people and technology together by providing training and career opportunities for people to work with our prestigious clients. With centres across the UK, Europe, North America and Asia Pacific, FDM is one the fastest growing companies in Europe and is listed in the FTSE250.

Diversity and Inclusion

FDM Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, national origin, age, disability, veteran status or any other status protected by federal, provincial or local laws.