Atos

Senior Policyholder Tax Analyst

Atos

full-time

Posted on:

Location Type: Hybrid

Location: Edinburgh • United Kingdom

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Job Level

Senior

About the role

  • Take ownership of end‑to‑end policyholder tax processes, including oversight of daily tax data submissions to CLIENT and other third parties.
  • Provide review, assurance, and quality oversight of tax‑related activities performed within Customer Services and other operational areas, ensuring adherence to CLIENT rules and internal controls.
  • Lead complex reconciliations of tax payable to CLIENT, agree liabilities, investigate variances, and ensure accurate and timely settlement of tax payments.
  • Oversee the preparation, validation, and submission of statutory returns for pension and bond products, ensuring accuracy, completeness, and compliance with regulatory deadlines.
  • Act as a senior point of contact for policyholder tax queries, providing technical advice, interpretation of legislation, and practical guidance to stakeholders across the business.
  • Build and maintain strong working relationships with Customer Services, Finance, Risk, and other key stakeholders to support efficient and compliant tax operations.
  • Proactively identify process improvements, control enhancements, and automation opportunities to strengthen the policyholder tax operating model.
  • Support change initiatives, new product launches, and regulatory updates by assessing tax impacts and ensuring appropriate implementation.
  • Coach and support junior team members, sharing technical knowledge and best practice across the Policyholder Tax team.
  • Maintain up‑to‑date technical knowledge of policyholder (operational) taxes, pensions, and bond products, including changes in legislation and CLIENT guidance.

Requirements

  • Strong technical experience in policyholder (operational) tax within life insurance, pensions, or investment products.
  • Proven ability to interpret and apply tax legislation and CLIENT guidance in a practical, operational environment.
  • Excellent numerical, analytical, and problem-solving skills, with the ability to review complex data and identify issues and trends.
  • High attention to detail with a strong focus on control, risk management, and regulatory compliance.
  • Demonstrated experience managing competing priorities, meeting deadlines, and working with minimal supervision.
  • Confident communicator with the ability to explain technical tax matters clearly to both specialist and non-specialist audiences.
  • Strong stakeholder management skills and experience working cross-functionally within large organisations.
  • Advanced experience analysing and reviewing large volumes of data.
  • Solid understanding of pension products, bond investments, and their associated tax treatments.
  • Experience within the Life & Pensions industry is essential.
  • Desirable: Studying towards, or holding, a professional tax qualification (ATT, CTA, or equivalent).
Benefits
  • Pension Scheme - contributions matched up to 10%
  • Private medical cover
  • Income Protection
  • Life Assurance
  • 25 days paid leave + National Holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
policyholder tax processestax data submissionstax reconciliationsstatutory returns preparationtax legislation interpretationdata analysisprocess improvementsautomation opportunitiesrisk managementregulatory compliance
Soft Skills
analytical skillsproblem-solving skillsattention to detailstakeholder managementcommunication skillsteam coachingrelationship buildingtime managementadaptabilitycross-functional collaboration
Certifications
ATTCTA