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Large Business - Asset Management Programme Lead

Posted: 27 May 2021 Closes: 11 Jun 2021
Croydon, London, CR0 2WF : Stratford, London, E20 1HZ : Edinburgh, Scotland, EH8 64,052 - 79,588
Permanent & Full-time HMR_119246

The role will involve the following key responsibilities and duties:

Lead and co-ordinate LB's engagement with internal HMRC stakeholders and more widely across government and financial services regulators, ensuring alignment with Health of the Tax Administration System strategic objectives.

Develop and enhance LB's approach to working with key external stakeholders including industry and representative bodies within the asset management sector, the advisor / agent community and directly with customers through Customer Compliance Managers (CCM). A key objective of the role is to set up regular forums and build networks to share information and best practice, promote tax compliance and engage with wider government objectives and policies regarding financial services. You will be expected to represent HMRC/ HM Government (HMG) at industry events and may have opportunities to represent HMG internationally.

Strategic lead for the cross- HMRC Asset Management Steering Group, which seeks to develop a holistic, collaborative compliance approach towards the sector. In particular, working closely with LB National Compliance, Wealthy & Mid Size Business and Compliance Strategy Directorate to ensure coherence within Customer Compliance Group. Responsible for developing and setting direction for projects sponsored by the Steering Group within a strong governance framework, including use of appropriate metrics. Responsible for reporting to senior stakeholders and producing appropriate briefing products.

Drawing on experience of the asset management industry and familiarity with business practice, you will identify and address opportunities in real time as trends emerge and build networks of influence to engage with emerging government policies towards the sector. Working with and through others, you will forge close working relationships with financial sector policy colleagues to ensure that compliance needs are integrated into policy design at the earliest possible opportunity.

Building capability within the HMRC tax specialist community through disseminating expertise in and building a deep knowledge base regarding the asset management industry. This will include developing and owning an internal communications and knowledge management strategy.

Person Specification:

The successful candidate will be skilled at building effective partnerships and relationships with people both internally and externally, from a range of diverse backgrounds, sharing information, resources and support to deliver shared outcomes. You will need to be able to balance competing priorities and effectively engage, influence and manage stakeholders to achieve objectives. Collaboration is key in this role you will need to lead in both demonstrating this and encouraging others to do likewise.

This will be a key leadership role across Large Business and HMRC. The successful candidate should have extensive experience in delivering with and through others, creating virtual teams and engaging others in delivering a shared vision. You will be able to demonstrate how you value difference, diversity and inclusion, ensuring fairness and opportunity for all. Ideally, the successful candidate will have a working knowledge and understanding of how to apply project management tools and techniques in delivering and monitoring project outcomes and risks.

To be successful in this role you will need to demonstrate an understanding of how the role fits with and supports HMRCs organisational objectives, particularly the published Tax Administration Strategy and the objectives of a Healthy Tax Administration System. You will also need to understand wider Government and Civil Service priorities with respect to financial services and articulate a coherent strategy for asset management tax compliance which aligns with these objectives. A successful candidate should be equally comfortable with scrutinising complex tax arrangements, developing risk management strategies and persuasively influencing senior stakeholders

It is essential that the post-holder has recent, extensive tax experience working in or with the asset management sector. Whilst specific experience can be on either indirect or direct taxes, you should have at least four years experience in this field and hold one of the qualifications listed below or its equivalent. A crucial part of your role will be to build capability, knowledge and expertise in colleagues and act as an internal industry expert.

The successful candidate should be someone who thrives on change; someone who seeks out opportunities to create effective change and suggests innovative ideas for improvement. Resilience is key, so reviewing ways of working, seeking and providing feedback should be key attributes.


You should hold one of the following qualifications or its equivalent:
Chartered Institute of Tax (CTA) or Advanced Diploma in International Tax (ADIT);
HMRCs TSP or predecessor qualification (TPDP, IDP, ITS2, CPT, FT2);
Consultative Committee of Accountancy Bodies membership qualification (such as ICAEW, ICAS, CAI, ACCA, CIPFA, CIMA) or overseas equivalent;
Postgraduate legal qualification.


We'll assess you against these behaviours during the selection process:
  • Working Together
  • Leadership
  • Seeing the Big Picture
  • Changing and Improving

Technical skills

We'll assess you against these technical skills during the selection process:
  • A working knowledge of the asset management industry and tax technical skills.


Learning and development tailored to your role
An environment with flexible working options
A culture encouraging inclusion and diversity
A Civil Service pension

If you are applying for a role in an office within a regional centre location or a transitional or specialist site, then the following may apply: Daily Travel Assistance will be available for this role, provided the successful applicant is a current HMRC employee and meets the eligibility requirements outlined in the departments Daily Travel Assistance guidance.

Find more about HMRC benefits in 'Your little extras booklet' for further information

Things you need to know


Successful candidates must pass a disclosure and barring security check.

People working with government assets must complete basic personnel security standard checks.

Selection process details

This vacancy is using Success Profiles, and will assess your Behaviours, Strengths, Experience and Technical skills.

As part of the selection process you will be asked to complete:

- A CV, and
- a Statement of Suitability (max 1250 words) outlining how you meet the personal specification and essential criteria, and are well suited to deliver the key responsibilities of the role.

At the sift stage we will assess your CV and Statement of Suitability against the Experience and Technical elements of Success Profiles.

If you are successful at the sift stage, you will be invited to a video interview. The interview will focus on asking questions which assess:-
Your ability to demonstrate Civil Service Behaviours, in particular Working Together, Leadership, Seeing the Big Picture and Changing and Improving (as detailed below).
Your Strengths.
Your Experience and Technical knowledge.

At Interview candidates may be required to undertake an assessment including a case study and presentation. Full details will be provided in the invitation to interview.

The interview and assessment is likely to take place by video conference.

The sift and interviews are expected to take place in July and August.

A reserve list will be held for a period of 12 months from which further appointments can be made.

Civil Service Behaviours:
Working Together Building effective partnerships and relationships with people both internally and externally, from a range of diverse backgrounds, sharing information, resources and support.

Leadership Showing pride and passion for public service. Creating and engaging others in delivering a shared vision. Valuing difference, diversity and inclusion, ensuring fairness and opportunity for all.

Seeing the Big Picture understanding how your role fits with and supports organisational objectives. Recognising the wider Civil Service priorities and ensuring work is in the national interest.

Changing and Improving Seeking out opportunities to create effective change and suggesting innovative ideas for improvement. Reviewing ways of working, including seeking and providing feedback.

Security Update

If you are successful and transferring from another Government Department, we will carry out a check of your identity, nationality, and immigration status (including the right to work in the UK) and a criminal record check before confirming your appointment.

Successful candidates must pass a Disclosure and Barring Security Check/Disclosure Scotland. If location is in England it will be DBS and Scotland will be Disclosure Scotland. Please note that HMRC have an exemption under the Rehabilitation of Offenders Act 1974, which enables us to make enquiries about both unspent and spent convictions.

In order to process applications without delay, we will be sending a Criminal Record Check to Disclosure and Barring Service /Disclosure Scotland on your behalf. However, we recognise in exceptional circumstances some candidates will want to send their completed forms direct. If you will be doing this, please advise Government Recruitment Service of your intention by emailing stating the job reference number in the subject heading.

For further information on the Disclosure Scotland confidential checking service telephone: the Disclosure Scotland Helpline on 0870 609 6006 and ask to speak to the operations manager in confidence, or email

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 applicants 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.

HMRC transformation

HM Revenue and Customs is currently going through an exciting ten-year transformation programme to create a tax authority fit for the future. As part of this, we are committed to providing high-quality jobs and giving employees a great place to work, whichever location you work from.

HM Revenue and Customs has made significant progress with its plans to locate in 13 large, modern, flexible offices, equipped with high-speed digital infrastructure supporting improved customer service and compliance activity. These collaborative workspaces will enable smarter working and great training and development facilities, allowing for the sharing of expertise, local training, promotion, and provide great ongoing career development opportunities.

These offices will be located in central locations in the following towns and cities close to accessible transport links: Glasgow, Edinburgh, Belfast, Newcastle, Leeds, Liverpool, Manchester, Nottingham, Birmingham, Bristol, Cardiff, Croydon and Stratford. Our Regional Centres in Croydon, Bristol and Belfast are already operational.

In addition, there will also be a small number of specialist sites where the work cannot be done anywhere else, in Gartcosh (near Glasgow), Telford, Ipswich, Worthing and Dover, as well as our headquarters in central London. Whats more, our Welsh language service has people located in Porthmadog, as well as Cardiff.

We are letting you know about our future plans because if you are recruited into an office that is not one of these locations, you will be expected, subject to HM Revenue and Customs applicable policies, to move to one of these locations in the future. In some cases, this will be via one of our nine transitional sites.

If you are not a current civil servant, you will not be eligible for financial assistance for your move to the regional centre or a transitional or specialist site.

If you are a current HM Revenue and Customs employee and you joined us through an advert that was advertised on or after 11/01/2017, you will not be eligible for financial assistance for your move to a regional centre, a transitional site or a specialist one. This is in line with the terms of your original appointment to HM Revenue and Customs.

For more information please contact the vacancy holder.

Terms and Conditions

We really hope you decide to apply for this role. If youre successful you need to know that in February 2021 members of recognised trade unions (ARC and PCS) voted to approve a pay and contract reform offer. This means that HMRC will adopt new terms and conditions for all colleagues as part of a multi-year pay deal and contract offer, the pay deal period is 01 June 2020 31st May 2023 and terms and conditions changes take place from the 01 June 2021 onwards. These terms will apply to colleagues who already work in HMRC and if you join us, it will apply to you too. Weve put together a summary of the key changes that will be made and you can find this attached to the Job Advert.


If you are currently working for an OGD and would like to consider the impact on your pay when joining HMRC, please see the attached document "Pay on Transfer from OGD" for further information.

New entrants are expected to join on the minimum of the pay band.

Further Information

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.

Any move to HMRC from another employer will mean you can no longer access childcare vouchers. This includes moves between government departments. You may however be eligible for other government schemes, including Tax Free Childcare. Determine your eligibility at

Applicants who wish to work alternative working patterns are welcome to apply. The preferred working pattern may or may not be available, agreement will be subject to business need, and any request to work an alternative working pattern should be made prior to your acceptance of the provisional offer.

At HMRC we are committed to creating a great place to work for all our colleagues; an inclusive and respectful environment that reflects the diversity of the society we serve.

We want to maximise the potential of everyone who chooses to work for us and we offer a range of flexible working patterns and support to make a fulfilling career at HMRC accessible to you.

Diverse perspectives and experiences are critical to our success and we welcome applications from all people from all backgrounds with the experience and skills needed to perform this role.

If you are experiencing accessibility problems with any attachments on this advert, please contact the email address in the 'Contact point for applicants' section.

Reasonable adjustment

If a person with disabilities is put at a substantial disadvantage compared to a non-disabled person, we have a duty to make reasonable changes to our processes.

If you need a change to be made so that you can make your application, you should:
Contact Government Recruitment Service via 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 youre deaf, a Language Service Professional.

Feedback will only be provided if you attend an interview or assessment.

Nationality requirements

This job is broadly open to the following groups:
  • UK nationals
  • nationals of Commonwealth countries who have the right to work in the UK
  • nationals of the Republic of Ireland
  • nationals from the EU, EEA or Switzerland with (or eligible for) status under the European Union Settlement Scheme (EUSS)
  • relevant EU, EEA, Swiss or Turkish nationals working in the Civil Service
  • relevant EU, EEA, Swiss or Turkish nationals who have built up the right to work in the Civil Service
  • certain family members of the relevant EU, EEA, Swiss or Turkish nationals
Further information on nationality requirements

Working for the Civil Service

The Civil Service Code 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.

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.
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