Portfolio Manager

HM Revenue & Customs; Newcastle upon Tyne; Hybrid; GBP 55,000 - 70,000; Full time

Job summary

Join HM Revenue & Customs as a leader in the Chief Digital Information Office, where you will manage a diverse team and portfolio. This role is key to delivering strategic objectives through effective planning and stakeholder engagement. With a focus on improving performance and modernising tax interaction, you'll play a pivotal role in shaping the future of HMRC. Enjoy flexible working policies, generous leave, and a robust pension scheme.

Benefits

Generous leave allowance starting at 25 days.

Pension contributions equal to at least 28.97%.

Family friendly policies.

Personal support and coaching.

Qualifications

• Proven experience in a leadership environment.
• Experience managing a diverse change portfolio.
• Relevant qualifications in Portfolio Management.

Responsibilities

• Lead portfolio pipeline planning and delivery assurance.
• Manage prioritisation and scheduling decisions.
• Align governance with senior stakeholders.

Skills

Stakeholder management

Leadership

Communication

Education

Qualification in Portfolio Management

Job description

Leeds, Liverpool, Manchester, Newcastle Upon Tyne, Telford. Please note that due to workforce controls, Liverpool is only available to existing HMRC staff in this location.

Job Summary

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.

The Chief Digital Information Office (CDIO) Portfolio Team Is Integral To Delivering HMRC’s Vision To Be a Trusted, Modern Tax And Customs Department And To Achieving Its Tax Administration Strategy Which Sets Out The Government’s Reform Ambitions Over The Period From 2020 To 2030, And Is Aligned With The Exchequer Secretary To The Treasury (XSTs) Priorities For

• Closing the tax gap
• Improving day to day performance
• Reform and Modernisation
  
  

This Will Be Achieved By

• Transforming our data, analytical and IT capabilities
• Raising significant additional revenues of c. £6bn
• Modernising how customers and their agents interact with the tax system
• Building trust and delivering consistently
  
  

The CDIO Portfolio Management Practice own an aggregate portfolio view of Supply and Demand across the HMRC IT estate, driving effective delivery standards, controls, and performance monitoring of the IT portfolio. The Portfolio consists of around 85 programmes and more than 700 projects, it is large, dynamic, highly geared, operates at or near capacity and is one of the most complex and inter-connected in government.

In addition to the change portfolio CDIO undertake essential activity on the HMRC IT infrastructure ensuring day to day performance is preserved.

A maturity roadmap for CDIO Portfolio Management has been defined as part of the CDIO Target Operating Model, making this an exciting time to join the team to help shape and support the transition to a Service Portfolio practice aligned to ITIL framework.

Job Description

Leading a small team of Portfolio Analysts, this role will lead portfolio pipeline planning and provide delivery assurance for an assigned portfolio segment, aligned to the organisation’s strategic objectives. You will have responsibility for: -

• Product Roadmap – Driving product roadmap implementation to ensure alignment with strategic objectives and the organisation’s priorities.
• CDIO Front Door – Ensuring work entering CDIO is of sufficient quality, strategically aligned and the delivery method is defined prior to entry onto a Product backlog.
• Prioritisation – Management of prioritisation and scheduling escalations and decisions leveraging the wider organisation where required.
• CDIO Governance – Alignment of Quarterly Planning, Delivery Status and exceptions reporting to a Senior audience.
• Delivery Assurance – Cross Portfolio planning, dependency, risk and issue management.
  
  

Leading a small team of Portfolio Analysts, this role will lead portfolio pipeline planning and provide delivery assurance for an assigned portfolio segment, aligned to the organisation’s strategic objectives. You will have responsibility for: -

• Product Roadmap – Driving product roadmap implementation to ensure alignment with strategic objectives and the organisation’s priorities.
• CDIO Front Door – Ensuring work entering CDIO is of sufficient quality, strategically aligned and the delivery method is defined prior to entry onto a Product backlog.
• Prioritisation – Management of prioritisation and scheduling escalations and decisions leveraging the wider organisation where required.
• CDIO Governance – Alignment of Quarterly Planning, Delivery Status and exceptions reporting to a Senior audience.
• Delivery Assurance – Cross Portfolio planning, dependency, risk and issue management.
  
  

Person specification

The environment is demanding, and the post holder will need to be able to demonstrate experience of managing a diverse change portfolio, that will coordinate the right capabilities, skills, and culture to support the transition to a service portfolio, as well as strong stakeholder management skills.

This is a Leadership role, and the post holder will be expected to have a proven experience within a leadership environment. You will lead a team of portfolio analysts and support other roles within the portfolio practice.

You will have proven experience in senior stakeholder engagement, gathering data and insight to support Senior Leaders with the cumulative picture of change across CDIO including the impacts. You will work across CDIO, suppliers and HMRC to assure successful delivery of change.

The post holder will be able to speak confidently about change impacts and how to support CDIO Senior Leaders in visualising changes to process, systems, tools and roles. They will also make decisions and or recommendations for ratification to ensure alignment to the IT and Business roadmaps and will therefore need excellent communication and engagement skills.

The post holder will have a strong understanding of portfolio management principles, methodologies, and best practices, as well as excellent communication skills to effectively articulate the purpose, benefits and impacts to various stakeholders.

Essential Criteria

• A proven experience in a leadership environment.
• Proven experience of management across a diverse portfolio.
• Excellent interpersonal skills and the ability to build strong relationships.
• Proven experience balancing multiple priorities and dealing with ambiguity, including influencing colleagues and senior stakeholders.
• Previous experience of leading and developing multi-disciplinary teams.
• Relevant Qualification in Portfolio Management, e.g. Management of Portfolios (MoP) or relevant experience in Portfolio Management.
  
  

Qualifications

Relevant Qualification in Portfolio Management, e.g. Management of Portfolios (MoP) or relevant experience in Portfolio Management.

Behaviours

We'll assess you against these behaviours during the selection process:

• Communicating and Influencing
• Making Effective Decisions
• Seeing the Big Picture
  
  

Technical skills

We'll assess you against these technical skills during the selection process:

• A ten-minute presentation at interview, on: ‘Where have you designed and implemented an aspect of a Portfolio Management Framework or Process
  
  

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

Selection process details

This vacancy is using Success Profiles (opens in a new window), and will assess your Behaviours, Experience and Technical skills.

How To Apply

As part of the application process, you will be asked to provide the following:

• A name-blind CV including your job history and previous experiences.
• A 500-word personal statement. Your Personal Statement should be used to describe how your skills and experience would be suitable for the advertised role, making reference to the job description, essential criteria and person specification outlined in the advert.
  
  

Further details around what this will entail are listed on the application form.

We acknowledge that AI can assist you in your application. Find our guidelines here.

Sift

At sift your CV and Personal Statement will be assessed, with the successful candidates being 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 behaviour-based questions to explore in detail what you are capable of.

We will assess you against these technical skills during the selection process this will include a ten-minute presentation at interview, on: ‘Where have you designed and implemented an aspect of a Portfolio Management Framework or Process, ideally referencing:

• People and Organisation
• Information and Technology
• Partners and Suppliers
• Value Streams and Processes’
  
  

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: [e-mail] – Use the subject line to insert appropriate wording for example – ‘Please re-open my application – 405325 & vacancy closing date 10/06/2025’.

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 [e-mail] 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.

Additional Information

We are looking into ways to enhance the applicant experience.

As part of our legitimate interests, we are testing the use of new technologies such as automation and/or Artificial Intelligence in the assessment for CV, personal statement and behaviour statement.

Please note that for this specific vacancy, this testing may run in parallel with our standard assessment process and will not influence or determine the outcome of your application in any way. You can read the Civil Service Jobs and HMRC Privacy Notices for more information about our lawful basis for processing your personal data and HMRC’s use of AI.

If you don’t want your data to be used as part of the trial, please send your Application ID and the Vacancy Reference to [e-mail]

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.

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.

This vacancy is using Success Profiles (opens in a new window), and will assess your Behaviours, Experience and Technical skills.

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.

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.

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).

This vacancy is part of the Great Place to Work for Veterans (opens in a new window) initiative.

Once this job has closed, the job advert will no longer be available. You may want to save a copy for your records.

Contact point for applicants

Job Contact

• Name : Lynsey Coxon
• Email : [e-mail]
• Telephone : [phone]
  
  

Recruitment team

• Email : [e-mail]
  
  

Further information

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 [e-mail]. 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.