Tax Specialist - Inheritance Tax (Assets)

HM REVENUE & CUSTOMS; Nottingham; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A UK governmental body is seeking a Tax Specialist to provide advice on complex Inheritance Tax matters. The role involves managing IHT cases, supporting compliance checks, and requiring substantial expertise in Trusts and IHT planning. Ideal candidates should possess relevant qualifications and demonstrable experience. This position allows flexible work arrangements and includes generous benefits such as a robust pension plan and increased leave allowance.

Benefits

Generous leave allowance

Flexible working policies

Comprehensive pension contributions

Qualifications

• Experience with Trust structuring and IHT planning.
• Strong communication abilities tailored to diverse audiences.
• Post-qualification experience in tax for solicitors or barristers.

Responsibilities

• Support IHT compliance caseworkers in resolving disputes.
• Manage a caseload of complex IHT work.
• Conduct technical research and engage in professional development.

Skills

Providing UK IHT and Trusts tax advice

Leadership experience in tax planning

Excellent communication skills

Education

Chartered Tax Adviser (CTA) qualification

Chartered Accountant qualification

Qualified solicitor or barrister

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. The Assets Compliance Team is part of the Wealthy Individuals and Mid-Sized Business Compliance (WMBC) division within the Customer Compliance Group. Responsible for resolving tax disputes and preventing non-compliance to close the tax gap for Inheritance Tax, Trusts, Stamp Duty Land Tax & Reserve Tax, Pensions, Savings and Transfer of Assets Abroad. These areas of the UK tax system have a diverse customer base, are governed by complex legislation and are reputationally sensitive areas of WMBC, involving important life events for our customers. Inheritance Tax [IHT] is a complex and sensitive part of our business where we focus on supporting our customers to get IHT right first time, prevent early mistakes and non-compliance and therefore avoid the need for follow up checks. These activities require comprehensive planning, working closely with stakeholders across HMRC to ensure our compliance activities align with strategic and policy objectives. 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. To register, follow this link to form - https://forms.office.com/e/6nBFKPD2kP, The role will involve providing a broad range of advice to support colleagues across HMRC who are undertaking enquiries into some of the most challenging IHT cases including tax avoidance and evasion involving often complex structures or other bespoke arrangements. We are looking for tax specialists with experience of providing Trusts and IHT tax advice to clients and Trustees. This is an interesting and challenging role, and we are looking for an individual who is flexible and adaptable to meet priorities that change at short notice. You will also need to be innovative, to identify and address new challenges and evolve our approach to the delivery of quality customer service. You will: + be part of the WMBC Assets Leadership Team, reporting to the Assistant Director + support Inheritance Tax compliance caseworkers where compliance checks have reached dispute stage and need to be resolved through agreement, ADR or litigation, acting within HMRC's Litigation and Settlement Strategy + own and effectively manage a caseload of complex Inheritance Tax work + role model Compliance Professional Standards and make a significant contribution to the Professionalism Risk Plans and towards Compliance Professionalism + establish, build and maintain professional relationships with key senior stakeholders across HMRC, working across grades to influence and negotiate on business issues + build capability across the team and directorate, helping to create and embed an environment of continuous improvement, identifying gaps in technical knowledge and supporting development and delivery of learning. + Some travel (including overnight stays) will be expected as part of the role., o Conduct research to enhance technical knowledge in relevant areas and actively engage in continuing professional development, including staying current with case law and professional literature. o Communicate effectively with a wide range of audiences, tailoring both written and verbal communication to meet diverse needs. o Analyse and evaluate current legislation, practices, and processes to identify risks to HMRC and propose improvements and practical solutions. o Manage workloads independently, demonstrating strong organisational skills and the ability to adapt to business changes and shifting priorities. o You will demonstrate self-awareness and resilience, working collaboratively to understand and consider the perspectives, motivations, and aspirations of both customers and colleagues., 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. There will also be a technical question and an assessment which will be emailed to you on your interview confirmation. 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 - [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 [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. 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: o UK nationals o nationals of the Republic of Ireland o nationals of Commonwealth countries who have the right to work in the UK o 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) o 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) o individuals with limited leave to remain or indefinite leave to remain who were eligible to apply for EUSS on or before 31 December 2020 o 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. 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• Demonstrable recent experience of providing UK IHT and Trusts tax advice, involving Trust structuring, IHT planning, succession, estate advice and ongoing compliance of Trusts and Estates.
• Demonstrable leadership experience in a tax planning environment.
• Excellent communication skills with the ability to speak to diverse audiences, verbally and within written communications., Applicants must have completed at least one of the following:
Chartered Tax Adviser (CTA) qualification, Chartered Accountant (ICAEW, ICAS, CAI, ACCA) qualification STEP practitioner Be a qualified solicitor or barrister with post qualification experience in tax. Successfully completed the HMRC Tax Specialist Programme, or one of its predecessors (TPDP, IDP, ITS2, CPT, FT2)

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. o Pension - We make contributions to our colleagues' Alpha pension equal to at least 28.97% of their salary. o Family friendly policies. o Personal support. o 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