Policyholder Tax Administrator (Edinburgh, GB)

Unveiling the Policyholder Tax Administrator Opportunity: A Career Guide

Are you looking to specialise in the intricacies of financial services tax operations and contribute to vital compliance functions? This Policyholder Tax Administrator role within the Finance and Tax Operations team offers an exciting opportunity for professionals keen on working at the intersection of data, regulations, and cross-functional collaboration.

Attached to the vibrant Edinburgh office, this hybrid position is ideal for individuals with a solid background in financial services, pensions, or operational taxes who thrive on precision and compliance.

Key Advantages for Your Career Path:

• Specialized Expertise Development: Immerse yourself in the world of policyholder (operational) taxes, gaining in-depth knowledge of HMRC rules for financial transactions, pension products, and bond investments. This role offers a clear path to becoming a subject matter expert.
• Impactful Compliance & Accuracy: Play a critical role in ensuring the accuracy and timely submission of tax data to third parties and HMRC. Your work directly contributes to the organization's regulatory compliance and financial integrity.
• Cross-Functional Collaboration: Cultivate and maintain essential relationships with stakeholders across Customer Services and various business units, enhancing your interpersonal and professional networking skills.
• Professional Growth & Development: The role actively encourages building and maintaining technical knowledge. For those aspiring to further their expertise, there's support for studying towards a tax qualification (ATT/CTA) or equivalent, highlighting a commitment to employee development.
• Comprehensive Rewards & Benefits: Beyond a supportive team, the position comes with a fantastic range of benefits designed to support your wellbeing and financial future, including 25 days annual leave, private medical care, generous pension contributions (up to 10%), wellbeing programs, and opportunities for courses and certifications.
• Inclusive Work Environment: As a Disability Confident employer, the organization is committed to fostering an inclusive environment and actively encourages applications from all candidates, ensuring reasonable adjustments are made to support your application and assessment process.

Important Considerations Before Applying:

• UK Residency Requirement: A strict prerequisite for this role is the ability to obtain BPSS clearance, which mandates 3 complete years of UK residency up to the present date. This is a crucial eligibility criterion.
• Hybrid Work Model: This is a hybrid role, requiring a consistent presence at the Edinburgh office. Candidates should be prepared for a blend of office-based and remote work.
• Foundational Experience: Ideal candidates will possess prior experience in financial services, pensions, or directly in policyholder tax (operational taxes). An understanding of pension products, bond investments, and their tax-related aspects is highly valued.
• Core Skillset: Strong numerical, analytical, and problem-solving skills are essential. A keen eye for detail, a focus on quality and compliance, and proven ability to meet deadlines are critical for success in this role.
• Team Player & Independent Worker: While you'll be a great team player, the ability to manage your individual workload effectively and prioritise tasks independently is also key.

Is This Role For You?

If you are a detail-oriented professional with a passion for compliance, a solid background in financial services, and a desire to specialize in tax operations, this Policyholder Tax Administrator role could be your next significant career step. It’s perfect for someone who enjoys meticulous work with data and regulations, thrives in a collaborative environment, and is eager to continuously develop their technical expertise within a supportive and forward-thinking team.

This opportunity offers a chance to make a tangible impact, grow your skillset, and contribute to a core function of the business, all while being supported by a robust benefits package and an inclusive employer.