Policyholder Tax Consultant

Atos Group is a global leader in digital transformation with c. 56,000 employees and annual revenue of c. €7.2 billion, operating in 54 countries under two brands – Atos for services and Eviden for products and systems.

We have an exciting role for a Policyholder Tax Consultant within our Finance and Tax Operations team.

This role is ideal for someone with experience in financial services, pensions, or policyholder tax who enjoys working with data, regulations, and cross‑functional teams.

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

• 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.
• 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. We are a Disability Confident employer, encouraging applications from all applicants, especially differently abled applicants. We commit to making reasonable adjustments to the application and assessment process to accommodate your needs.

Atos is a recognised leader in its industry across Environment, Social and Governance (ESG) criteria. Find out more on our CSR commitment.