Role details

Policyholder Tax Manager

York   •   £35,000 - £40,000   •  Permanent

Bullet points

  • Brand new opportunity within a leading Financial Services business
  • Personal Tax experience/Customer Policies experience necessary

About Our Client

Our client is a market leading financial services business, currently going through a substantial growth period.

Job Description

The Policyholder Tax Manager will be involved in overseeing payments, claims and submission of returns to HMRC in relation to policyholder taxes, working with a number of areas across the Life business and wider including HMRC, Customer Operational teams (including third party providers), Pensions Technical and Group Tax.

This encompasses taxes and tax reliefs for a range of Life retirement and investment products, such as pensions, annuities and ISAs.

The Policyholder Tax team is also responsible for the accounting associated with policyholder taxes and managing the reconciliations for the associated General Ledger balance sheet accounts, liaising with Reconciliations Governance and Finance Reporting teams. As a member of the team you will oversee a number of the processes and work with the offshore Policyholder Tax team in their delivery. You will lead resolution of issues related to processes you oversee and will manage impacts of regulatory and business change on those processes.

The Successful Applicant

Although no specific qualifications are required strong knowledge of Life products and related tax rules and regulations is needed, and a good level of accounting knowledge is preferred.

  • Experience of tax returns associated with Life products is required.
  • Some knowledge and experience of Finance processes and systems is useful.
  • Strong knowledge of control frameworks is needed.
  • Leadership and interpersonal skills are required to communicate effectively with other areas.
  • A Life business or Financial Services background is preferable.

What's on Offer

Permanent job offer, Monday - Friday 37.5 hours a week, paying between £35,000 - £40,000 dependant on experience, central York location

Apply for this job

Click the Apply or LinkedIn button below or contact Shana Potgieter quoting job reference 13766785
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