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.