Tax Specialist - Finance ...
HM REVENUE & CUSTOMS, Bristol
- Full time
- Permanent
Apply on company site
Finance Assistant (6-Mont...
Monmouthshire Building Society, Adamsdown, Caerdydd - Cardiff
- Full time
- Permanent
Apply on company site
Wealth Analyst
NatWest Group, Newtown, City of Bristol
- Full time
- Permanent
Apply on company site
Audit Manager - Data, Pri...
Lloyds Banking Group, Bristol
- Full time
- Permanent
Apply on company site
Associate Portfolio Manag...
evelyn Partners, Bristol
- Full time
- Permanent
Apply on company site
Senior Administrator - In...
Royal Bank of Canada, Adamsdown, Caerdydd - Cardiff
- Full time
- Permanent
Apply on company site
Tax Specialist - Finance Sector
Salary not available. View on company website.
HM REVENUE & CUSTOMS, Bristol
- Onsite working
- Full time
- Permanent
Posted 2 days ago, 13 Aug
Job ref: 23767a3f84444eb38e4f040b5b51a91b
Full Job Description
Discover a career in your hands at HMRC. Whether you're seeking purpose, growth, or a workplace that gives you a true sense of belonging, hear from some of our employees as they share their story about what it's really like to work at HMRC. Visit our YouTube channel to watch the full series and come and discover your potential. HMRC's Wealthy compliance teams ("Wealthy") are responsible for the tax compliance of the UK's wealthiest individuals. Wealthy individuals often have complex tax affairs that present significant challenges to an effective tax administration. Given the size and nature of the tax at risk within the wealthy population it increases the opportunities and risks of non-compliance. Our teams assure the tax paid by wealthy individuals and tackle risks and non-compliant behaviours to ensure that wealthy individuals contribute to the health of the tax system. This involves a strong, policy, technical and data led approach to promoting compliance and preventing non-compliance that encourages and supports the customer to get things right first time. Our approach is tailored to the risk that is presented by our customers. Candidate Information Session We will be holding a Candidate Information Session as a group webinar where you can hear directly from the team about a day in the life of the role, the wider team & HMRC. We will also be discussing the application process and next steps. Additionally, there will be time on these sessions for you to ask questions directly to the team. We are holding information sessions about this role in the week commencing 22nd August 2025 . To register, follow this link to https://forms.office.com/e/8bVJBBy3wY, As a Tax Specialist - Finance Sector, you will play a key role in supporting the Wealthy Finance Sector by providing expert technical support to case teams handling Finance cases by acting as case director and providing expert technical support and leading on the more complex and technical matters while helping to build team capability. Your workload will be varied, consisting of collaborating across technical research teams to support the risk assessment of potential cases, and working in partnership with the Finance Sector Lead to offer insights into sector-specific risks and commercial awareness. You will represent the sector in cross-directorate, pipeline, and other technical, delivery, and governance forums-presenting at meetings and leading discussions as required. Travel may be required from time to time to fulfil this role.https://forms.office.com/e/g6iTNts6EDPerson specification + Develop a comprehensive understanding of HMRC's operational risking strategy within the Finance sector, promoting best practices for identifying and managing sector-specific risks. + Build in-depth knowledge of the sector's operational landscape, including key business cycles, structures, and behaviours, to inform risk assessment and compliance strategies. + Lead the development and piloting of innovative compliance approaches, leveraging legislative powers, data, and intelligence. Collaborate with analytical teams to build a comprehensive understanding of sector risk. + Engage with key stakeholders such as RIS, KAI, MSB, LB, and Assets to uncover new risk areas and explore opportunities for joint initiatives that enhance yield. + Strengthen relationships with agents and intermediaries to drive upstream compliance and improve future yield outcomes. + Enhance the technical expertise of case teams, coordinating work across related entities within the sector to ensure consistency and quality. + Support strategic portfolios-including Policy, Evasion, and Avoidance-within the Wealthy segment, fostering strong stakeholder relationships and contributing to broader compliance objective., Artificial Intelligence can be a useful tool to support your application, however, all examples and statements provided must be truthful, factually accurate and taken directly from your own experience. Where plagiarism has been identified (presenting the ideas and experiences of others, or generated by artificial intelligence, as your own) applications may be withdrawn and internal candidates may be subject to disciplinary action. Please see our candidate guidance for more information on appropriate and inappropriate use. Sift If you are successful at Sift stage then you will be invited to interview. We may also raise the score required at any stage of the process if we receive a high number of applications. Interview During the panel interview you will be asked Experience based questions in relation to the Essential Criteria and Person Specification within the CV, to assess your experience and explore in detail your technical capability and expertise. You will also be asked technical questions. Interviews will take place via video link. Sift and interview dates to be confirmed. Eligibility Please take extra care to tick the correct boxes in the eligibility sections of your application form. We understand mistakes sometimes happen but if you contact us later than two working days (Monday-Friday) before the vacancy closes, we will not be able to reopen your application for you. If you do make a mistake with your eligibility form, please contact us via: unitybusinessservicesrecruitmentresults@hmrc.gov.uk - Use the subject line to insert appropriate wording for example - 'Please re-open my application - [insert vacancy ref] & vacancy closing date [insert date]'. To check that you are eligible to apply for this role, please review the eligibility information before submitting your application. Reserve List A reserve list may be held for up to 12 months from which further appointments may be made for the same or similar roles - if this applies to you, we'll let you know via your Civil Service Jobs account. Merit List After interview, a single merit list will be created, and you will only be considered for posts in locations you have expressed a preference for. Appointments will be made in strict merit order in line with the set number of roles in each location. Criminal Record Check Applications received from candidates with a criminal record are considered fairly in accordance with the DBS Code of Practice and the Recruitment of ex-offenders Policy. Reasonable Adjustments We want to make sure no one is put at a disadvantage during our recruitment process. To assist you with this, we will reduce or remove any barriers where possible and provide additional support where appropriate. If you need a change to be made so that you can make your application, you should: Contact the UBS Recruitment team via unitybusinessservicesrecruitmentresults@hmrc.gov.uk as soon as possible before the closing date to discuss your needs. Complete the "Assistance required" section in the "Additional requirements" page of your application form to tell us what changes or help you might need further on in the recruitment process. For instance, you may need wheelchair access at interview, or if you're deaf, a Language Service Professional. Important information for existing HMRC contractual homeworkers This role may be suitable for existing HMRC employees who are contractual homeworkers. Occasional attendance to the office will be required where there is a business need. Please consider the advertised office locations for this role when applying and only select locations from the 'location preferences' section that you can travel to. Terms and Conditions Customer facing roles in HMRC require the ability to converse at ease with members of the public and provide advice in accurate spoken English and/or Welsh where required. Where this is an essential requirement, this will be tested as part of the selection process. HMRC has a presence in every region of the UK. For more information on where you might be working, review this information on our locations (opens in a new window). The Civil Service values honesty and integrity and expects all candidates to abide by these principles. The evidence you provide in your application must relate to your own experiences. Any instances of plagiarism or other forms of cheating will be investigated and, if proven, the relevant application(s) will be withdrawn from the process. Recording of interviews is prohibited unless explicit agreement is sought in line with the UK General Data Protection Regulations. Questions relating to an individual application must be emailed as detailed later in this advert. Applicants who are successful at interview will be, as part of pre-employment screening, subject to a check on the Internal Fraud Database (IFD). This check will provide information about employees who have been dismissed for fraud or dishonesty offences. This check also applies to employees who resign or otherwise leave before being dismissed for fraud or dishonesty had their employment continued. Any applicant's details held on the IFD will be refused employment. A candidate is not eligible to apply for a role within the Civil Service if the application is made within a 5 year period following a dismissal for carrying out internal fraud against government. New entrants will join on the minimum of the pay band. Please note that, if you are applying for roles on a part-time basis, the salary agreed will be pro-rata, reflective of the working hours agreed within your contract. If you experience accessibility problems with any attachments on this advert, please contact the email address in the 'Contact point for applicants' section. Feedback will only be provided if you attend an interview or assessment.Security Successful candidates must undergo a criminal record check. People working with government assets must complete baseline personnel security standard (opens in new window) checks.Nationality requirements This job is broadly open to the following groups: + UK nationals + nationals of the Republic of Ireland + nationals of Commonwealth countries who have the right to work in the UK + nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities with settled or pre-settled status under the European Union Settlement Scheme (EUSS) (opens in a new window) + nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities who have made a valid application for settled or pre-settled status under the European Union Settlement Scheme (EUSS) + individuals with limited leave to remain or indefinite leave to remain who were eligible to apply for EUSS on or before 31 December 2020 + Turkish nationals, and certain family members of Turkish nationals, who have accrued the right to work in the Civil Service Further information on nationality requirements (opens in a new window)Working for the Civil Service The Civil Service Code (opens in a new window) sets out the standards of behaviour expected of civil servants. We recruit by merit on the basis of fair and open competition, as outlined in the Civil Service Commission's recruitment principles (opens in a new window). The Civil Service embraces diversity and promotes equal opportunities. As such, we run a Disability Confident Scheme (DCS) for candidates with disabilities who meet the minimum selection criteria. The Civil Service also offers a Redeployment Interview Scheme to civil servants who are at risk of redundancy, and who meet the minimum requirements for the advertised vacancy.Diversity and Inclusion The Civil Service is committed to attract, retain and invest in talent wherever it is found. To learn more please see the Civil Service People Plan (opens in a new window) and the Civil Service Diversity and Inclusion Strategy (opens in a new window)., Appointment to the Civil Service is governed by the Civil Service Commission's Recruitment Principles. You have the right to complain if you feel there has been a breach of the Recruitment Principles. In the first instance, you should raise the matter directly via ubsrecruitmentcomplaints@hmrc.gov.uk . Please note that we do not accept complaints or appeals regarding scoring of outcomes of campaigns unless candidates can provide clear evidence that the campaign did not follow the Recruitment Principles. If you are not satisfied with the response, you may bring your complaint to the Commission. For further information on bringing a complaint to the Civil Service Commission please visit their website.
+ Recent demonstrable experience advising on UK tax legislation within the finance sector (e.g. asset/fund management, investments). + In-depth knowledge of finance sector-specific tax risks and commercial practices, with the ability to provide informed, strategic advice. + Strong written and verbal communication skills, with experience influencing and engaging internal and external stakeholders. + Demonstrated leadership in complex environments and a track record of developing and implementing effective tax compliance strategies. + Ability to work at pace, manage shifting priorities, and meet challenging deadlines in a dynamic setting., This is a tax professional role. Applicants must have completed at least one of the following:
- Chartered Tax Adviser (CTA) qualification
- Chartered Accountant (ICAEW, ICAS, CAI, ACCA) qualification.
- Successfully completed the HMRC Tax Specialist Programme, or one of its predecessors (TPDP, IDP, ITS2, CPT, FT2).
- Be a qualified solicitor or barrister with post qualification experience in tax.
Belfast Regional Centre - Erskine House, Birmingham Regional Centre - Arena Centra, Bristol Regional Centre - 3 Glass Wharf, Cardiff Regional Centre - Ty William Morgan, Croydon - Ruskin Square , East Kilbride - Queensway House, Edinburgh Regional Centre - Queen Elizabeth House , Glasgow Regional Centre - Atlantic Square, Leeds Regional Centre - Wellington Place, Liverpool Regional Centre - Water Street, Manchester Regional Centre - Three New Bailey, Newcastle Upon Tyne - Benton Park View, Nottingham Regional Centre - Unity Square, Portsmouth - Lynx House, Salford - Trinity Bridge House, Stratford Regional Centre - Westfield Avenue., For more information on where you might be working, review this information on our locations. If your location preference is for one of the following sites, it's important to note that these are not long-term sites for HMRC and we will require you to move to a new building in the future, subject to our location strategy and the applicable employee policies at that time. These sites are: - Waterview Park, Washington - moving to Pilgrims Quarter, Newcastle
- Benton Park View, Newcastle - moving to Pilgrims Quarter, Newcastle
- Centenary Court, Bradford - moving to 7 and 8 Wellington Place, Leeds
- Lynx House, Portsmouth - moving to No.1 The Goodsyard, Portsmouth
- Telford Plaza, Telford - moving to Parkside Court, Telford
Alongside your salary of £56,344, HM Revenue and Customs contributes £16,322 towards you being a member of the Civil Service Defined Benefit Pension scheme. Find out what benefits a Civil Service Pension provides. HMRC operates both Flexible and Hybrid Working policies, allowing you to balance your work and personal commitments. We welcome applications from those who need to work a more flexible arrangement and will agree to requests where possible, considering our operational and customer service needs. We offer a generous leave allowance, starting at 25 days and increasing by a day for every year of qualifying service up to a maximum of 30 days. + Pension - We make contributions to our colleagues' Alpha pension equal to at least 28.97% of their salary. + Family friendly policies. + Personal support. + Coaching and development. To find out more about HMRC benefits and find out what it's really like to work for HMRC hear from our insiders or visit Thinking of joining the Civil Service
Copy the direct link to this job
Jobs by core skill
Financial Services / Investment