Local Taxation & Assessment Officer - Personal Finance Unit
Local Taxation & Assessment Officer - Personal Finance Unit

Local Taxation & Assessment Officer - Personal Finance Unit

Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Calculate and process financial assessments for adult social care contributions.
  • Company: Join Wirral Council and be part of a community-focused team.
  • Benefits: Enjoy flexible working, 28 days leave, and a strong pension scheme.
  • Why this job: Make a real difference in your community while developing your skills.
  • Qualifications: Customer-focused with good communication and problem-solving skills.
  • Other info: Inclusive culture that values diversity and supports career growth.

The predicted salary is between 30000 - 42000 £ per year.

Local Taxation & Assessment Officer – Personal Finance Unit

1 day ago Be among the first 25 applicants

There has never been a more exciting time to join Wirral Council. We’ve got ambitious targets to meet and, to achieve everything we have promised to our residents, we need people who are ready to deliver the very best for our communities and show how they can #BeTheDifference. Our vision is to secure the best possible future for our residents, defined by the community prosperity we create and supported by our excellent people and services. If you strive to #BeTheDifference and want to be at the heart of our change and improvement journey, then this could be the perfect job for you.

Local Taxation & Assessment Processing Officer – Personal Finance Unit – Level 2 & 3

About the Role

The Revenues and Benefits Service has an exciting opportunity to recruit Local Taxation, Assessment, and Processing Officers Level 2 and 3. The service is responsible for the administration, assessments, and transactional processes in relation to Personal Finance Unit (adult social care charging) ensuring compliance with relevant legislation and guidance.

We are looking to recruit enthusiastic and highly motivated, customer focused individuals able to demonstrate excellent interpersonal and communication skills. The ability to interpret legislation to make decisions and utilise IT systems to accurately record information is essential as is the ability to work at pace.

About the Candidate

You can expect to join highly dedicated teams and work with skilled and committed managers to take forward our ambitious and exciting change programme. Focused on continuous improvement and quality services you will work in a supportive environment, with a strong leadership team, giving stability, direction and energy to the service and making a difference.

Level 2 & 3 Duties

  • Calculate, record and process financial assessments in relation to client care contributions, ensuring compliance with relevant legislation and guidance
  • Analyse and assess data/information to determine outcomes in relation to changes in care contribution levels
  • Deal with inbound and outbound contact with customers via telephone, email or letter
  • Work to well defined standard business processes to analyse information and perform more complex tasks
  • Be proactive in contributing to the achievement of statistical and qualitative performance targets
  • Assist in the development of the service

For Level 3 positions proven experience of relevant legislation, working procedures and technical knowledge in respect of Adult Social Care Charging is desirable; however, individuals able to demonstrate good problem‑solving and decision‑making skills with suitable transferable skills are encouraged to apply.

Additional Level 3 Duties

  • Analyse and assess data/information to determine outcomes in relation to changes in care contribution levels and deal with more complex processes
  • Ability to undertake visits as required

If you wish to discuss this role or require further information, please contact Cathy Chester on email catherinechester@wirral.gov.uk.

Interviews to be held week commencing 24 th November 2025.

If you are a Wirral resident, are unemployed or out of work, and require help with your application, please contact Involve Northwest’s employment and skills team on info@involvenorthwest.org.uk or contact 0151 644 4500 or 0151 652 4349.

If you’re already a Wirral Council employee, as part of our Talent Strategy, we’re committed to strengthening opportunities for our people to learn, grow, progress, and thrive. For many of you, this may be preparing and applying for your next role with us, and we\’re passionate about ensuring you feel supported throughout your internal recruitment experience. Please get in touch if you want to know more about some of the ways in which we could support you by emailing recruitment@wirral.gov.uk.

We have a range of staff benefits including staff discounts, an excellent pension scheme which includes a generous employer contribution rate, immediate life cover and ill‑health protection. We have a strong flexible working approach, hybrid working, family‑friendly employment initiatives and an annual leave package starting with 28 days leave plus public holidays.

We have an inclusive, engaged culture. Everyone has a voice, everyone is valued for their contribution and understands the role they play in delivering our strategic priorities. We embrace diversity in our workforce and recognise it is critical to our success. We support an inclusive culture that champions differences and nurtures a sense of belonging. We encourage people from diverse backgrounds, who share our values and our commitment to inclusion to apply for roles with us.

Applications will be accepted until midnight on the closing date. We reserve the right to close this vacancy earlier than the specified date should we receive sufficient applications. Applications can only be accepted through the Jobs page following registration. Forms received via the post will not be processed.

All applicants invited to interview must evidence their right to work in the UK. Details of required documents can be found by clicking the link at the bottom of the Jobs page.

The job description and other supporting documents will not be accessible once the vacancy closing date has passed so if a copy is required you should download it now.

We do not accept applications or CV’s from recruitment agencies, unless otherwise stated. Therefore, any candidates submitted via a recruitment agency will not be considered for this role.

How to Apply

Please apply online by clicking the link below.

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Local Taxation & Assessment Officer - Personal Finance Unit employer: Wirral Council

Joining Wirral Council as a Local Taxation & Assessment Officer offers you the chance to be part of a dedicated team committed to making a real difference in the community. With a strong focus on employee growth, flexible working arrangements, and a supportive culture that values diversity and inclusion, you will find ample opportunities to develop your skills while contributing to meaningful change. Our excellent benefits package, including a generous pension scheme and 28 days of annual leave, further enhances the rewarding experience of working with us.
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Contact Detail:

Wirral Council Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Local Taxation & Assessment Officer - Personal Finance Unit

✨Tip Number 1

Get to know the company! Research Wirral Council and their values. When you understand what they stand for, you can tailor your approach during interviews to show how you can #BeTheDifference.

✨Tip Number 2

Practice your communication skills. Since this role involves a lot of customer interaction, being able to articulate your thoughts clearly will set you apart. Try mock interviews with friends or family to boost your confidence.

✨Tip Number 3

Show off your problem-solving skills! Think of examples from your past experiences where you tackled challenges effectively. This will demonstrate your ability to handle the complexities of the role.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at Wirral Council.

We think you need these skills to ace Local Taxation & Assessment Officer - Personal Finance Unit

Customer Focus
Interpersonal Skills
Communication Skills
Legislation Interpretation
IT Systems Proficiency
Data Analysis
Financial Assessment Processing
Problem-Solving Skills
Decision-Making Skills
Attention to Detail
Ability to Work at Pace
Statistical Analysis
Continuous Improvement Mindset
Complex Process Management

Some tips for your application 🫡

Show Your Enthusiasm: When writing your application, let your passion for the role shine through! We want to see how excited you are about making a difference in our community and how you can contribute to our ambitious targets.

Tailor Your Application: Make sure to customise your application to highlight your relevant skills and experiences. We’re looking for customer-focused individuals, so emphasise your interpersonal skills and any experience with financial assessments or legislation.

Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and structure your thoughts logically. This will help us quickly understand your qualifications and how you fit into our team.

Apply Through Our Website: Don’t forget to submit your application through our official website! It’s the only way we can process your application, and it ensures you’re considered for the role. Plus, it’s super easy to do!

How to prepare for a job interview at Wirral Council

✨Know Your Legislation

Make sure you brush up on the relevant legislation regarding adult social care charging. Being able to discuss how you interpret and apply these laws will show your understanding of the role and your ability to make informed decisions.

✨Showcase Your Communication Skills

Since this role involves dealing with customers via various channels, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, especially in challenging situations.

✨Demonstrate Problem-Solving Abilities

Think of specific instances where you've had to analyse data or information to make a decision. Be ready to explain your thought process and how you arrived at your conclusions, as this will highlight your analytical skills.

✨Emphasise Teamwork and Adaptability

This position is all about working within a dedicated team. Share experiences that showcase your ability to collaborate and adapt to changes, as well as how you contribute to achieving team goals and performance targets.

Local Taxation & Assessment Officer - Personal Finance Unit
Wirral Council

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