Assistant Tax Manager - Insurance

End Date

Salary Range

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Flexible Working Options

Job Description Summary

Job Description

JOB TITLE: Assistant Tax Manager - Insurance

SALARY: £48,000 - £53,100

LOCATION: Bristol

HOURS: Full-time (35 hours)

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our Bristol office

About this opportunity:

A great opportunity has arisen for a motivated individual to join the Group Tax Insurance team as an Assistant Manager. You'll become a key player in ensuring that LBG's Life Assurance company, Scottish Widows Ltd, meets its tax obligations. The role will be focussed on meeting corporation Tax compliance, monthly statutory reporting and quarterly regulatory reporting obligations for companies within the Insurance, Pension and Investment division at LBG.

What you'll be doing:

• Working in a team of 8 colleagues to ensure that corporation tax compliance, monthly statutory reporting and quarterly regulatory reporting obligations are met. This includes responsibilities for LBG’s life and pensions company (Scottish Widows Limited).

• Challenge and improve existing tax processes by leveraging new tools and technology.

• Help ensure tax risks are identified and effective controls are in place.

• Work closely with actuarial and finance colleagues to provide tax input.

• Build strong relationships with the business, deliver value-add tax advice on compliance and reporting matters.

Capabilities we're looking for:

• Qualified or nearly-qualified accountant or tax adviser (ACA, ACCA, CTA or equivalent).

• Strong communication skills.

• Strong interpersonal skills with the ability to contribute to the wider Group Tax team and to work with the team to act seamlessly as local business partner to Insurance & Wealth colleagues.

• Strong analytical skills.

• Knowledge or experience of life tax or insurance accounting would be helpful but not essential.

• Readiness to learn and embrace new challenges.

About us:

If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.

About working for us

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%

• An annual bonus award, subject to Group performance

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as discounted shopping

• 28 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

Want to do amazing work, that’s interesting and makes a difference to millions of people? Join our journey.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.