Tax & Expense Operations Manager - 15-Month FTC

Posted 4 Days Ago
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Cardiff, Wales, GBR
Hybrid
Expert/Leader
Insurance • Financial Services
The Role
Leads a team responsible for tax, expense ledger, cost allocation, and balance sheet operations. Maintains financial controls, reviews tax submissions and reconciliations, oversees operational deliverables, and partners with Finance and Group Tax stakeholders. Drives process improvements, system and process changes, financial modeling, forecasting, expenditure reporting, and cross-charging activities while developing team capability and ensuring accurate, timely outcomes.
Summary Generated by Built In
Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor. 

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. 

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.  

Our Group Functions provide the services that all areas of the business need. This requires a talented and diverse team behind the scenes, who enable everyone at L&G to do what they do best.  

Joining us means helping to improve the lives of our customers and contributing to the success of the business every day. 

Please note this is a fixed-term contract until Q1 2028.

Job Description

Join Legal & General as a Tax & Expense Operations Manager and lead a talented team responsible for delivering accurate, timely and well-controlled tax, expense ledger, cost allocation and balance sheet activities. You’ll build strong partnerships across Finance and Group Tax while improving the efficiency, resilience and centralisation of operational services.

What you’ll be doing:

  • Leading, motivating and developing a high-performing team, providing clear direction and supporting individual growth
  • Building collaborative relationships with business partners and senior stakeholders to support effective decision-making
  • Maintaining a robust financial control framework across tax, expense accounting, cost allocations and balance sheet activities
  • Overseeing day-to-day deliverables, workloads and service demands to ensure consistently accurate and timely outcomes
  • Reviewing and approving key deliverables, including cost allocations, tax submissions and balance sheet reconciliations
  • Coordinating inputs across divisions and constructively challenging processes to improve efficiency, quality and customer outcomes
  • Leading change initiatives across systems and processes, from impact assessment and testing through to implementation
  • Creating an inclusive and supportive environment where colleagues are empowered to improve services and deliver positive customer outcomes

Who we’re looking for:

  • A qualified accountant or someone with equivalent relevant experience
  • Strong knowledge of accounting principles, financial controls and operational finance processes
  • Practical understanding of tax processes and controls, particularly VAT
  • Experience of cost allocation, forecasting, financial approvals, expenditure reporting and cross-charging methodologies
  • Proven experience of leading, motivating and developing successful teams
  • Strong influencing and stakeholder management skills, with confidence constructively challenging senior colleagues
  • Advanced spreadsheet and analytical skills, including experience developing and maintaining financial models
  • Clear communication, sound judgement and the ability to manage competing priorities in a fast-paced, changing environment

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

  • The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
  • Generous pension contribution
  • Life assurance
  • Healthcare Plan (permanent employees only)
  • At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
  • Competitive family leave
  • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
  • There are many discounts we offer – both for our own products and at a range of high street stores and online
  • We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. 

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. 

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. 

Skills Required

  • Qualified accountant or equivalent relevant experience
  • Strong knowledge of accounting principles, financial controls, and operational finance processes
  • Practical understanding of tax processes and controls, particularly VAT
  • Experience with cost allocation, forecasting, financial approvals, expenditure reporting, and cross-charging methodologies
  • Experience leading, motivating, and developing successful teams
  • Strong influencing and stakeholder management skills, including constructive challenge of senior colleagues
  • Advanced spreadsheet and analytical skills, including developing and maintaining financial models
  • Clear communication, sound judgment, and ability to manage competing priorities in a fast-paced environment
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The Company
HQ: London
8,417 Employees

What We Do

Established in 1836, Legal & General is one of the UK’s leading financial services groups and a major global investor, with £1.2 trillion in total assets under management (as at FY23) of which c40% (circa £0.5 trillion) is international. We have a highly synergistic business model, which continues to drive strong returns. We are a leading international player in Institutional Retirement, in Retail Savings and Protection, and in both public and private markets through our Asset Management division. Across the Group, we are committed to responsible investing and dedicated to serving the long-term savings and investment needs of customers and society. As at 7 June 2024, we estimate the Group’s Solvency II coverage ratio to be 224%. As at 11 June 2024, Legal & General has a market capitalisation of £14.6 billion.

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