Part of Wealthy & Mid-sized Business Compliance (WMBC), it’s our job to ensure that wealthy individuals pay the right amount of tax at the right time – by providing appropriate support to get things right as well as tackling non‑compliance when it arises.
The definition of ‘wealthy’ is an individual with £200,000 of annual income and/or £2 million of assets (e.g. property and investments).
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, there is increased opportunity for, and risk of, non‑compliance.
For our most complex customers we adopt a co‑operative compliance approach where there is a more intensive and enduring relationship with the individual and their agents.
While the internal title is Technical Customer Compliance Manager, this role is fundamentally a Tax Compliance Manager position, focused on ensuring that high‑net‑worth individuals meet their tax obligations in line with HMRC standards.
Customer Compliance Managers lead our approach to compliance for our highest risk customers, using their tax professional knowledge to identify and address complex risks across tax regimes. They build effective working relationships with customers and their agents, as well as take the lead in conducting investigations and providing direction to colleagues on investigation cases. As a Direct Tax Specialist, you will be dealing with some of the most high‑profile and complex personal tax matters that present themselves within the UK tax system.
Job description
You will lead HMRC’s compliance strategy for a portfolio of high‑risk wealthy individuals—those with annual income over £200,000 and/or assets exceeding £2 million. You’ll apply your tax expertise to identify and address complex risks across personal tax regimes, build strong relationships with customers and their agents, and lead investigations into suspected non‑compliance.
This is a technical, strategic role requiring deep tax knowledge, excellent communication skills, and the ability to work collaboratively across HMRC.
You will:
* Lead HMRC’s compliance approach for a portfolio of wealthy individuals.
* Build and maintain effective relationships with customers and their agents to promote good compliance and address risks.
* Conduct annual risk assessments and develop a deep understanding of customer tax affairs.
* Identify and tackle complex tax risks across regimes, particularly Income Tax and Capital Gains Tax.
* Lead investigations into suspected non‑compliance, using legal powers and technical tools appropriately.
* Provide clear, accurate, and confident communication of HMRC’s position on technical matters—both verbally and in writing.
* Collaborate with colleagues across HMRC, including Risk & Intelligence Service and Fraud Investigation Service.
* Prepare high‑quality submissions to technical specialists, policy teams, and legal professionals.
* Contribute to upstream compliance initiatives and projects aimed at closing the Wealthy tax gap.
* Actively participate in team networks and subject‑matter forums to share knowledge and drive consistency, including providing technical support to colleagues across WMBC.
* Provide strategic oversight and leadership on compliance activity, though this role does not include direct line management.
Person specification
The successful applicant will need to demonstrate relevant experience and effective delivery of the following essential criteria, as well as their qualifications.
Essential Criteria
* Strong technical expertise in personal tax regimes, particularly complex aspects of Income Tax and Capital Gains Tax, including anti‑avoidance legislation.
* Ability to build and maintain effective relationships with high‑net‑worth individuals and their agents, promoting good compliance and addressing risks at pace.
* Excellent communication skills, with the ability to clearly and confidently convey your position on technical matters both verbally and in writing.
* Experience of working collaboratively across teams and disciplines, including technical specialists, policy teams, and legal professionals.
* Strong analytical, risk assessment, and decision‑making skills, with the ability to identify and respond to complex tax risks.
* Leadership in compliance activity, including contributing to knowledge sharing, supporting colleagues with technical and tactical oversight, and experience of progressing investigations at pace.
Candidate Information Session
We will be holding two Candidate Information Sessions 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 on: Tuesday 28th April at 12pm and Thursday 7th May at 1pm.
To register, follow this link to forms: https://forms.office.com/e/UwyTanqGuQ
Transitional Sites Information
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.
For more information on where you might be working, review this information on our locations (opens in a new window).
* Benton Park View, Newcastle - moving to Pilgrims Quarter, Newcastle
* Trinity Bridge House, Manchester - moving to an alternative office in Manchester / Salford
You will be given more information about what this means at the job offer stage.
Leeds Locations
Moves Adjustment Payment will be available for this role, provided the successful applicant is a current HMRC colleague in Bradford and meets the eligibility requirements outlined in the HMRC’s Moves Adjustment Payment guidance.
Qualifications
You must hold at least one of the following qualifications:
* Chartered Tax Adviser (CTA)
* Advanced Diploma in International Taxation (CIOT)
* AIIT (including Paper 4)
* Consultative Committee of Accountancy Bodies (CCAB) membership qualification including:
o Institute of Chartered Accountants of England & Wales (ICAEW)
o Institute of Chartered Accountants in Scotland (ICAS)
o Institute of Chartered Accountants of Ireland (ICAI)
o Association of Chartered Certified Accountants (ACCA)
o Chartered Institute of Management Accountants (CIMA)
o Post‑graduate full legal qualification – in taxation matters.
* For previous or existing HMRC employees TSP or predecessor qualification (TPDP, IDP, ITS2, CPT FT2) – existing HMRC employees would only be eligible if they have completed the appropriate course to reach G7 level (or above) as a tax professional.
* In October 2023, a decision was made that applicants for G7 Tax Professional roles must have successfully completed the Tax Specialist Programme or hold an equivalent qualification. To enable career development for experienced colleagues already in Tax Professional roles, if you have been successful in gaining a G7 Tax Professional role through open competition prior to October 2023, and you are not subject to any Performance Management action, you are now able to apply on level transfer for other G7 Tax Professional roles.
Technical skills
We’ll assess you against these technical skills during the selection process:
* The interview will begin with a technical assessment. You’ll be given the question at the start and will have 10 minutes to consider your response before presenting your answer to the panel.
Benefits
Alongside your salary of £58,541, HM Revenue and Customs contributes £16,959 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.
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