Policyholder Tax Consultant

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.

Skills we can’t do without