We have an exciting role for a Policyholder Tax Administrator within our Finance and Tax Operations team.
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
- 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.
Location
This is a hybrid role, attached to our Edinburgh office.
Benefits
- Pension Scheme – contributions matched up to 10%
- Private medical cover
- Income Protection
- Life Assurance
- 25 days paid leave + National Holidays
- Flex benefits program
Diversity, Equity & Inclusion
Here at Atos, diversity and inclusion are embedded in our DNA. Read more about our commitment to a fair work environment for all. As a Disability Confident employer, we encourage applications from all applicants, especially differently‑abled applicants. We aim to ensure that those who meet the minimum criteria for this position will be offered an interview. We are committed and willing to making reasonable adjustments to the application and assessment process to accommodate your needs.
#J-18808-Ljbffr”, “datePosted”: “2026-05-17”, “hiringOrganization”: { “@type”: “Organization”, “name”: “Atos SE”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__434438759__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=31” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “City of Edinburgh” } } }We have an exciting role for a Policyholder Tax Administrator within our Finance and Tax Operations team.
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
- 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.
Location
This is a hybrid role, attached to our Edinburgh office.
Benefits
- Pension Scheme – contributions matched up to 10%
- Private medical cover
- Income Protection
- Life Assurance
- 25 days paid leave + National Holidays
- Flex benefits program
Diversity, Equity & Inclusion
Here at Atos, diversity and inclusion are embedded in our DNA. Read more about our commitment to a fair work environment for all. As a Disability Confident employer, we encourage applications from all applicants, especially differently‑abled applicants. We aim to ensure that those who meet the minimum criteria for this position will be offered an interview. We are committed and willing to making reasonable adjustments to the application and assessment process to accommodate your needs.
#J-18808-Ljbffr…