At a Glance
- Tasks: Join our team to shape innovative compliance strategies for wealthy individuals.
- Company: Be part of HMRC, dedicated to closing the tax gap and improving tax compliance.
- Benefits: Enjoy opportunities for professional development and potential travel experiences.
- Other info: Some travel may be required; positions available across various UK regional centres.
- Why this job: Make a real impact on tax compliance while working in a dynamic, high-profile role.
- Qualifications: Tax or Financial Advisory qualifications with experience in advising high-net-worth individuals.
The predicted salary is between 43200 - 72000 £ per year.
We are looking for a family office specialist to join our multi-disciplinary team to help shape our new innovative compliance approach to Wealthy individuals.
One of the Exchequer Secretary to the Treasury’s key priorities for HMRC is to close the tax gap. The Government is investing in HMRC to deliver that priority. We are continuing to evolve and improve our ways of working together across HMRC to manage our tax risks more effectively and will be building on our successes and accelerating work to address some of our tax risks we believe need urgent attention.
This is an exciting opportunity for an experienced family office specialist to use your commercial and technical knowledge to shape HMRC’s response to non-compliance by Wealthy individuals and the complex onshore and offshore structures they control to help close the tax gap.
This is a high profile and exciting role which will require expertise, drive and commitment to contribute to the Spring Statement 2025 objective to tackle wealthy offshore non-compliance and deliver an additional £500 million over the next 5 years.
Person specification
As a Family Office Specialist, you will:
- Apply your commercial and technical expertise to identify UK tax risks within complex international structures—such as trusts, partnerships, and corporate entities controlled by wealthy individuals, and help shape and deliver tailored compliance solutions.
- Collaborate with strategy, risk, and policy teams to implement HMRC’s response to non-compliance, reviewing and refining investigation and risk strategies to ensure they remain effective and aligned with evolving tax landscapes.
- Champion continuous improvement by building technical capability across the team and wider directorate—identifying knowledge gaps, supporting professional development, and delivering learning and awareness sessions.
- Influence at senior levels, working closely with the Senior Leadership Team, Deputy Directors, and stakeholders across grades to shape strategic decisions and drive forward HMRC’s compliance agenda.
- Act as a trusted technical advisor, providing expert guidance and direction to caseworkers on complex tax and strategic issues, drawing on your deep understanding of Family Office structures and tax planning.
Please note: Some travel, including overnight stays, may be required as part of this role.
Essential Criteria:
Due to the diversity of Family Office this role is open to anyone with Tax or Financial Advisory qualifications with demonstrable advisory experience:
- Demonstrable experience delivering high-level strategic advice to high-net-worth individuals, Family Offices, or equivalent complex financial structures, with a strong understanding of wealth management, succession planning, and international tax considerations.
- Experience working within or advising Family Offices, with a deep understanding of their structures, governance models, and the evolving trends and risks within the Family Office landscape.
- Excellent written and verbal communication skills, with the ability to engage and influence diverse audiences, including legal and financial professionals, internal stakeholders, and external partners.
- Experience of building the capability of yourself and others in a compliance environment.
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 full details click Apply on website
#J-18808-LjbffrFamily Office Specialist employer: HMRC
Joining HMRC as a Family Office Specialist offers a unique opportunity to contribute to the government's mission of closing the tax gap while working in a dynamic and collaborative environment. With a strong focus on professional development, you will have access to continuous learning opportunities and the chance to influence strategic decisions at senior levels. Our commitment to innovation and improvement ensures that you will be part of a forward-thinking team dedicated to tackling complex compliance challenges for wealthy individuals.
StudySmarter Expert Advice🤫
We think this is how you could land Family Office Specialist
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in tax compliance, especially those affecting wealthy individuals and Family Offices. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 2
Network with professionals in the Family Office sector. Attend relevant seminars, webinars, or industry events where you can meet potential colleagues or mentors. Building these connections can provide valuable insights and may even lead to referrals for the position.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your past experience that highlight your ability to navigate complex tax structures and provide strategic advice. Being able to articulate your successes will set you apart from other candidates.
✨Tip Number 4
Showcase your communication skills by practising how to explain intricate tax concepts in simple terms. This is crucial as you'll need to engage with diverse audiences, including legal and financial professionals, so being clear and concise will be key.
We think you need these skills to ace Family Office Specialist
Some tips for your application 🫡
Understand the Role:Take the time to thoroughly read the job description for the Family Office Specialist position. Understand the key responsibilities and essential criteria, so you can tailor your application to highlight relevant experience.
Highlight Relevant Experience:In your CV and cover letter, emphasise your experience in delivering strategic advice to high-net-worth individuals or Family Offices. Use specific examples that demonstrate your understanding of complex financial structures and compliance.
Showcase Communication Skills:Given the importance of communication in this role, ensure your application reflects your excellent written and verbal skills. Consider including examples of how you've successfully engaged with diverse audiences in previous roles.
Tailor Your Cover Letter:Craft a compelling cover letter that connects your background and skills to the specific needs of HMRC. Mention your commitment to tackling non-compliance and how your expertise aligns with their objectives, particularly regarding the Spring Statement 2025.
How to prepare for a job interview at HMRC
✨Understand the Role Thoroughly
Before the interview, make sure you have a solid grasp of what a Family Office Specialist does. Familiarise yourself with the complexities of tax risks associated with wealthy individuals and the structures they control. This will help you articulate how your experience aligns with the role.
✨Showcase Your Advisory Experience
Be prepared to discuss specific examples from your past where you've provided high-level strategic advice to high-net-worth individuals or Family Offices. Highlight your understanding of wealth management and international tax considerations, as this is crucial for the position.
✨Demonstrate Communication Skills
Since the role involves influencing diverse audiences, practice articulating complex ideas clearly and concisely. Prepare to discuss how you've engaged with legal and financial professionals in the past, showcasing your ability to communicate effectively at all levels.
✨Emphasise Continuous Improvement
Discuss your experience in building capability within teams and fostering professional development. Share examples of how you've identified knowledge gaps and delivered training or awareness sessions, as this aligns with the role's focus on continuous improvement.
