Tax Support Assistant

As our Tax Support Analyst, you will be part of Operational Taxes team and will be responsible for the preparation and submission of returns to HMRC, monthly reconciliations and submissions of tax claims. You will also provide guidance to the Customer Experience and wider teams, ensuring all key regulatory and legislative requirements are being adhered to, in accordance with our strategy and business plan. In addition, supporting the delivery of outstanding service to our customers, taking into account individual needs and vulnerabilities.

We support Hybrid working but will require you in our Bournemouth offices at least 3 days a week.

About you

• Relevant industry experience and knowledge of tax treatment of Life, Pension and Annuity products and the associated tax returns and obligations
• Excellent communication, written and interpersonal skills
• Able to work in a high paced, changing environment whilst maintaining a high degree of accuracy and meeting tight deadlines
• Ability to work on your own on complex cases whilst also helping your team deliver on targets
• Proven analytical and problem solving skills
• Proactively consider the evolving needs of the business, and our changing industry
• Proven experience of working on MS office applications
• Preferred work experience within Tax, pensions, and annuities

Details

• Preparation and submission of monthly and annual tax relief claims, quarterly Insurance Premium Tax returns
• Managing daily and monthly tax reconciliation process
• Issuing & supporting of all HMRC Reporting and ensure the area adheres to regulatory requirements and deadlines.
• Assist in the development of improved tax processes and understanding within the business areas.
• Working effectively with key stakeholders around the business areas and maintaining positive and proactive management of stakeholders.
• Attending appropriate project working groups and forums associated with regulatory and legislation and change activity.
• Deliver training where required on products, processes and the associated regulations and legislation.
• Be an SME on Operational Tax Reporting
• Maintain process notes for the areas of responsibility

Why Work for Us?

Here at LV= Life and Pensions we always love to hear from great people, so don’t forget to follow us on Instagram, Twitter, LinkedIn and become a fan on Facebook. We’re also proud to say we’re an equal opportunity employer and value diversity and inclusivity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We’re also open to conversations about flexible working as part of your application - if it’s right for our customers, our business and for you then we’ll do everything we can to make it happen.

Reward and Benefits

This role is a Band B in the LV= Structure. We want you to love what you do that’s why we’ve put together a benefits package that recognises and rewards a job well done. At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers and we’ll reward you with an attractive, competitive salary and benefits package in exchange for your hard work.

26 days' holiday - which increases after two years’ service to 28 days

The opportunity to buy or sell up to five days’ holiday

An annual bonus scheme based on company and personal performance

Flexible benefits - Cycle to work scheme/Health Assessment/Personal Accident Insurance/Critical Illness/Private Medical Insurance/Dental Insurance

A competitive pension for which LV= Life and Pensions will double match the amount you pay, up to 14%

Group Life Assurance 4 x basic pay to your dependants, You’ll have the option to increase to x 8 times cover

Group Income Protection, if a member of the Pension scheme and reached 5 years’ service

Employee Assistance Programme (EAP) service for support through difficult times in your life

Virtual GP service

Shared parental leave

You’ll receive up to 20% discount on our life products for you and your immediate family