Job Type: Permanent
Application Deadline: 08 August 2026
Title Operational Tax Senior Manager
Department Operational Tax - Group Tax
Location Kingswood Fields
Reports To Head of Product and Operational Tax
Level 6
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of some-thing bigger.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and be-yond.
About your team
Within the Operational Tax Group we provide oversight and advisory support to the various parts of the business in relation to prod-uct, customer and client tax compliance. We work with the respective business areas to manage and develop their products and solutions, ensuring they are compliant with relevant tax legislation and guidance. We also monitor the ongoing product compliance to ensure Fidelity is meeting all of its tax regulatory obligations.
About your role
Reporting to the Head of Product and Operational Taxes, you will work closely with our Global Platform Solutions busi-ness, primarily with their Workplace Investing Business administering workplace pension schemes, but also with our retail platform providing personal pension, and other products directly to investors and also via IFA’s. Whilst this primarily re-lates to Pensions, knowledge of PAYE rules, ISAs, FATCA, CRS and other Product Taxes would also be helpful.
Your key responsibilities will include:
- Supporting the Head of Product and Operational Taxes on tax business partnering/advice to the business on all business initiatives including advice on potential tax exposures and risks. This will include assisting and mak-ing recommendations to more senior staff within the business so that the business is able to meet its com-mitments and obligations.
- Providing tax and technical support on matters relating to Product Tax compliance and reporting to both cus-tomers and HMRC.
- Providing subject matter tax expertise to support the technical input/sign-off to the Product, Operational and Marketing teams for projects and updates required in relation to new product launches and legislative chang-es. This will include ensuring that the business meets its Product tax obligations; including liaison with tax au-thorities, auditors and advisors as required (e.g. at Tax Year End) and ensuring appropriate processes, controls and investigations are carried out.
- Assisting and supporting in the development and improvement of relevant Product tax systems and process-es to deliver an efficient tax service to the business.
- Maintaining a good technical knowledge of relevant Product tax issues, monitoring relevant changes in legisla-tion and assessing the impact of these to Fidelity and providing clear briefing for both tax and non-tax special-ists (including providing advice, guidance, and tax recommendations to business managers).
- Identifying and communicating Product tax risks to relevant Risk teams and the business (where appropriate) in a way that is appropriate/understood by both tax and non-tax specialists.
- Developing and maintaining an appropriate stakeholder network across the Group itself and externally, which will include liaising with key business contacts as well as relevant 3rd parties, industry bodies and advi-sors/consultants to ensure the smooth management, communication and resolution of Product tax issues.
Maintaining Product Tax Risk Control Frameworks in order to understand the Product tax processes across the Pen-sions and ISA businesses of the group, and to identify and introduce any necessary and desired changes.
About you
You will be comfortable communicating regulations and regulatory change at all levels across our Global Platform Solu-tions Business and with external partners.
Key Skills and qualifications include:
- Preferably a recognised professional financial qualification (e.g. CTA, AIIT, CA, ACA etc.) or alternatively an equivalent, relevant Financial Services Industry knowledge and previous experience of Product taxes.
- Preferably a member or fellow of the Chartered Institute of Taxation or with sufficient tax experience to maintain up-to-date professional knowledge relating to Product Taxes.
- Good knowledge of UK Taxes Acts, regulations and HMRC guidance (particularly as they apply to UK pensions and savings product taxes). Including an understanding of the key concepts which drive regulation within our markets and an awareness of the key reporting requirements of the FCA and other regulatory bodies where appropriate.
- Ability to develop and maintain an in-depth commercial awareness of the products offered within the Fidelity Group, including understanding the regulatory requirements and the impacts that these may have on overall business strategy.
- Ability to advise on the production of both internal and external product tax reporting and compliance re-quirements.
- Strong communication skills (both written and verbal) with the ability to disseminate technical issues in a clear, simple manner to a wide audience with varying levels of tax knowledge,
- Ability to review data for trends, to anticipate problems/omissions and consider potential ways to mitigate them.
- Ability to take a ‘big picture’ approach when seeking relevant solutions for problems by obtaining appropriate factual data to assist in decision-making and clarifying the objectives, aims, timescales and required outcomes.
(Outro)
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your develop-ment. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit ca-reers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit ca-reers.fidelityinternational.com.
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
