Job Description

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To support the Tax Department in analysing, improving, and redesigning core and support business processes--from current state assessments to post-implementation support. The goal is to enhance efficiency, standardisation, and straight-through processing, with clearly defined exception management.

The ideal candidate will be a subject matter expert with hands-on experience in:



Tax systems & accounting
System migrations
Data analysis and insights
Regulatory & tax reporting
Business process improvement

Requirements

Bachelor's degree in taxation, Accounting, Finance, or a related field.
3-5 years' experience in a Linked Investments or Financial Services environment.
Minimum 5 years' experience in Business Analysis and/or Process Improvement.
Proven experience working in Agile environments.
Demonstrated ability to work independently in high-volume, complex settings.
Experience with API development and implementation is highly advantageous.
Strong interest in business systems and process optimisation.

Duties & Responsibilities

Business Analysis

Conduct detailed tax-related business analysis through stakeholder engagement (workshops, interviews, research).
Develop expert-level knowledge of tax systems, procedures, and product-specific tax implications.
Identify and escalate tax risks that may impact the business.
Document current tax-relevant procedures and systems.
Translate business requirements into detailed solution specifications, ensuring alignment with tax and business objectives.
Lead tax-related clean-up and remediation projects in collaboration with support teams.

Data Analysis

Write and interpret data queries.
Analyse large datasets to uncover insights and support solution development.
Use tools such as QlikView, Power BI, Excel, SQL, and databases for data analysis and reporting.

Process Improvement

Map current and future state processes to identify optimisation opportunities.
Facilitate process workshops with business and technology stakeholders.
Design and implement process improvements and control mechanisms.
Track, monitor, and measure the impact of implemented changes.
Conduct root cause analysis and maintain process documentation.
Promote process adoption and compliance among finance users.
Apply methodologies such as Design Thinking to drive innovation.

Problem Solving & Solution Design

Identify business challenges and propose effective, scalable solutions.
Contribute to the design of tax systems and applications aligned with business and technical goals.

Testing & Change Management

Support user acceptance testing and assist in developing training materials.
Facilitate change management efforts, including training and post-implementation support.

Competencies

Strong analytical and logical problem-solving skills with attention to detail.
Excellent investigative and information-gathering abilities.
Data-driven mindset with a passion for insights.
High accountability and ownership of deliverables.
Resilience in high-pressure, dynamic environments.
Strong written and verbal communication skills.
* Ability to influence and collaborate across diverse stakeholder groups.