Job Description
Job Type:Permanent
Location: Hybrid working, based in either London, Birmingham or Edinburgh.
Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about Phoenix Flex here.
Closing Date: 16th November 2025
Salary and benefits: From £130,000 plus an indicative bonus range of 30%-60%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
Recruiter: Beth Wood
Who are we?
We want to be the best place that any of our 6,600 colleagues have ever worked.
We’re Phoenix Group, we’re a long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.
The Role
The role will provide expert tax advice and in-depth strategic support to the business, playing a critical part in embedding tax efficiency into financial decision-making and long-term business planning. We're looking for someone with deep life tax expertise who can apply their knowledge to support actuarial and accounting solutions. The successful candidate will have a strategic mindset and be able to translate technical tax matters into business-relevant insights.
What are we looking for?
Key Responsibilities Include
- Deliver in-depth tax analysis and guidance on Finance-led and cross-functional projects, ensuring tax risks and opportunities are fully understood and addressed.
- Support the development and maintenance of high-quality tax-sensitive modelling and forecasting capabilities within the Finance Planning and Actuarial teams.
- Lead scenario modelling and tax planning to support future business growth, including strategic initiatives and long-term planning.
- Ensure tax efficiency is embedded in the management of capital activity, advising on tax implications and opportunities.
- Monitor and interpret actual and potential regulatory and legislative changes, advising on their impact to finance metrics and providing early notice of emerging issues.
- Build strong networks across the business to ensure tax is embedded in the business decision making process.
Essential
- Deep, extensive life tax expertise experience
- Strong understanding of the regulatory framework for life companies in the UK including Loss Absorbing Capacity of Deferred Tax (LACDT)
- Proven track record of working with life professionals outside tax including actuarial and accounting teams
Desirable
- Proven ability influence senior stakeholders
- Experience presenting to boards & audit committees
We Want To Hire The Whole Version Of You.
We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
We’re reviewing applications as they come in, so apply early to avoid missing out.
Find out more about
- Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
- Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us
