At a Glance
- Tasks: Analyse and present complex benefits data to support tax compliance transformation.
- Company: Join HMRC, the UK's tax authority, making a real impact on public services.
- Benefits: Enjoy a competitive salary, generous leave, and flexible working options.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Be part of a transformative journey that shapes a fairer future for everyone.
- Qualifications: Strong analytical skills and experience in data management are essential.
About the job
Discover what it's like to work in a compliance role that makes an impact. Could you help us shape a stronger, fairer future? Your next career move starts here. HMRC is the UK's tax, payments, and customs authority, and we have a vital purpose: we collect the money that pays for public services and help families and individuals with targeted financial support.
How HMRC fulfils this role is changing through a large scale transformation programme. An element of this is the Compliance Transformation Portfolio delivering a bold and complex package of change designed to reshape how tax compliance outcomes are achieved across the organisation. Strategically aligned to HMRC's wider objectives, the portfolio encompasses a diverse range of initiatives from digitising case management and enhancing risk identification to modernising data infrastructure and onboarding new capabilities. With a roadmap that spans five years, the portfolio is focused on delivering tangible benefits, including improved yield collection, operational efficiency, and customer experience.
As part of the Transformation Portfolio Office (TPO) within Compliance Group (CCG) Transformation Directorate (TD), the benefits team assurance and provides insight on the benefits that CCG will realise from the Portfolio.
Job description
The Portfolio Benefits Analyst is responsible for collating, analysing and presenting complex benefits management data for Compliance Transformation Portfolio programmes and projects. Working with key stakeholders across programme, project, and portfolio teams to ensure that data is accurate, comprehensive, up to date and accessible. Maintaining and developing data capture tools, reporting outputs and manage information resources. Ensuring that high quality regular and adhoc benefits reporting is produced to agreed standards and deadlines. Presenting data in meaningful ways for different audiences that highlights trends, potential risks and opportunities. Providing clear, evidence-based insights to support effective decision-making.
The role requires organisation, attention to detail and the ability to deliver agreed outcomes in a fast-paced environment where there are competing priorities and ambiguity.
Responsibilities
- Attention to detail, enabling you to identify, collate, and validate the accuracy of benefits data for the portfolio.
- Analysing complex data to identify trends, risks and opportunities for benefits realisation across the portfolio.
- Delivering high quality regular and ad hoc benefits reporting to agreed deadlines.
- Tracking benefits realisation across the portfolio, throughout the project lifecycle and beyond.
- Coordinating the storage, use and access to data and information assets.
- Translating complex information to support engagement with a range of stakeholders at different levels of seniority and background.
- Organised and able to manage multiple competing priorities and challenging deadlines in an environment with a degree of ambiguity.
- Constructively challenging programme and project benefits management and measurement approaches in support of portfolio benefits assurance.
Essential Criteria
- Experience of analysing and interpreting complex data using numerical reasoning skills to identify trends, risks and opportunities that support informed decision-making.
- Experience of managing and assuring the accuracy, quality, and integrity of data, including performance, delivery, benefits, or financial information.
- Strong communication skills, with the ability to present complex data and insights clearly through written, verbal, and visual formats for diverse audiences.
- The ability to manage competing priorities and work to tight deadlines in an evolving and ambiguous environment.
- Experience of working collaboratively with a wide range of stakeholders across different teams and levels of seniority to resolve issues and deliver outcomes.
- Practical proficiency in Microsoft Products, including Excel, for data analysis, reporting and information management.
Desirable Criteria
- Holding or being willing to work towards APMG Managing Benefits foundation qualification.
- Working in a Portfolio Office environment.
- A working knowledge of Power BI would be an advantage.
Benefits
Alongside your salary of 45,544, HM Revenue and Customs contributes 13,194 towards you being a member of the Civil Service Defined Benefit Pension scheme. 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.
Things you need to know
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.
Selection process details
How to Apply
As part of the application process, you will be asked to provide the following:
- A name-blind CV including job history up to 4 previous roles, outlining skills and experience (150 words max, per role).
- A 750-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 Essential Criteria and Person Specification outlined in the advert.
Please evidence any Desirable Criteria where applicable (up to 250 words max). This is not essential for the role but may be considered by the vacancy holder where candidates have the same score at interview.
Prior to applications being sifted candidates will be asked to complete an additional IKM assessment. Candidates will be sent details of the assessment once the advert has closed. This assessment is a pass or fail, and only those who pass will be considered at the sift stage.
Further details around what this will entail are listed on the application form.
Sift
In the event of a large number of applications being received, an initial sift will be held on your Personal Statement only. At full sift your Personal Statement and CV 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 to prepare and present a 10-minute experience-based Presentation relating to the advertised role, further information will be provided regarding this if candidates pass the sift stage. 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. Mistakes sometimes happen but if you contact us later than two working days (Monday-Friday) before the vacancy closes, we may not be able to reopen your application for you. If you do make a mistake with your eligibility form, or have withdrawn yourself in error and need your application reinstated whilst the campaign is still live, please contact us via: - 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.
The HMRC app can help you with your application
The HMRC app can provide you with your past 5 years employment history, making the process of filling in your application quicker and easier. If successful in your application, you will need your National Insurance number for the onboarding process.
Security
Successful candidates must undergo a standard (or equivalent) criminal record check. People working with government assets must complete baseline personnel security standard 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)
- 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.
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. The Civil Service embraces diversity and promotes equal opportunities.
Portfolio Benefits Analyst - Birmingham employer: HMRC
HMRC is an exceptional employer that prioritises employee growth and well-being, offering a supportive work culture where innovation and collaboration thrive. With flexible and hybrid working policies, generous leave allowances, and a commitment to continuous improvement, employees can achieve a healthy work-life balance while contributing to meaningful public service. Located in Birmingham's vibrant Arena Central, this role as an Operating Model Manager provides the opportunity to lead impactful change within a large organisation, making a real difference in how technology services are delivered.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Benefits Analyst - Birmingham
✨Join Compliance Communities
Get involved in compliance and risk communities — both online and offline. Look for forums, LinkedIn groups, or even local meetups where compliance pros hang out. You never know who might drop a job opportunity your way!
✨Attend Industry Conferences
Keep an eye out for compliance and risk management conferences and workshops in your area. These events are a goldmine for networking, and they often have job boards or recruiters on-site looking for new talent. Plus, it’s a chance to learn what's trending in the field.
✨Leverage Your University Career Services
If you’ve recently graduated or are still studying, head over to your university's career services. Many companies, including those in compliance, actively recruit fresh talent through these services, so make sure you tap into that resource.
✨Showcase Your Knowledge Online
Start writing articles or blog posts about compliance topics that interest you. Share them on platforms like LinkedIn to demonstrate your knowledge and passion. This not only builds your presence in the field but can also catch the attention of companies like HMRC looking for candidates who are engaged and informed.
We think you need these skills to ace Portfolio Benefits Analyst - Birmingham
Some tips for your application 🫡
Show Your Understanding of Compliance:In the compliance-risk field, it's super important to showcase your understanding of regulations and risk management frameworks. Highlight any relevant coursework, certifications (like ICA or AML), or even projects that demonstrate your knowledge and commitment to this area. We want to see how you can navigate this complex landscape!
Quantify Your Achievements:When detailing your experience, try to quantify your achievements. For example, if you've previously worked on a project that improved compliance metrics or reduced risk exposure, give us the numbers! This data-driven approach really stands out to hiring managers in compliance-risk roles.
Tailor Your CV to Reflect Relevant Skills:Make sure your CV highlights skills that are particularly relevant to compliance, like attention to detail, analytical thinking, and report writing. Ensure these are easy to spot – consider using bullet points to break down your responsibilities and achievements for maximum impact!
Craft a Motivating Cover Letter:In your cover letter, let us know why you’re excited about the compliance-risk role at HMRC. Share what motivates you about compliance, and how you believe you can contribute to our mission. This is your chance to showcase not only your skills but also your passion for this important field!
How to prepare for a job interview at HMRC
✨Master the Regulations
Brush up on key compliance regulations relevant to the industry you're applying to. Familiarising yourself with specific laws and frameworks used in your field will give you an edge during technical questions. Show that you’re not just aware of them but can also apply them—think real-life scenarios!
✨Show Your Analytical Skills
Compliance roles really focus on analytical skills, so be prepared for case studies or situational questions during the interview. We've got to demonstrate how we approach risk assessments or compliance audits, possibly drawing on examples from past experiences or university projects. Bring some thoughtful case scenarios to discuss!
✨Know Your Tools
Get comfortable with commonly used compliance software and tools. Familiarity with platforms like RSA or MetricStream can really impress during your interview, as it shows you're ready to hit the ground running. If you’ve had any experience with them, make sure to highlight that!
✨Align with Company Culture
Since it's a full-time position, show your long-term commitment and interest in the company’s mission and values. Dive into how your ethics and professional philosophy align with HMRC’s stance on compliance. A shared vision can really resonate with interviewers looking for fit as much as skill!
