Tax Specialist

Tax Specialist – Inheritance Tax (Assets)

Employer: HM Revenue and Customs (HMRC)
Salary: £60,473 – £67,909 per year
Location: Belfast, Birmingham and Nottingham
Contract Type: Permanent
Job Type: Full-time, Part-time, Flexible Working and Job Share
Working Pattern: Hybrid
Job Grade: Grade 7
Number of Vacancies: 2
Reference Number: 489338
Visa Sponsorship: Not stated in the job advert. Applicants must meet the Civil Service nationality and right-to-work requirements.
Closing Date: 26 November 2026 at 11:55 pm

Job Overview

HM Revenue and Customs (HMRC) is recruiting two experienced Tax Specialists to join its Inheritance Tax (Assets) Compliance Team within the Wealthy and Mid-Sized Business Compliance division.

The successful candidates will provide specialist technical advice on complex Inheritance Tax cases, supporting colleagues across HMRC in resolving challenging tax disputes involving tax avoidance, evasion and complex financial arrangements.

This is a Grade 7 leadership opportunity for experienced tax professionals with a strong background in inheritance tax, estate planning and succession matters.

Key Responsibilities

The successful candidates will:

• Provide specialist Inheritance Tax advice to colleagues handling complex compliance investigations.
• Manage a caseload of challenging Inheritance Tax cases.
• Support the resolution of tax disputes through agreement, Alternative Dispute Resolution or litigation.
• Conduct research and maintain up-to-date technical knowledge of relevant legislation, case law and professional guidance.
• Analyse tax legislation, policies and procedures to identify risks and recommend improvements.
• Build and maintain professional relationships with senior stakeholders across HMRC.
• Communicate complex tax matters clearly to different audiences.
• Demonstrate leadership and contribute to the development of technical expertise across the team.
• Identify knowledge gaps and support learning, coaching and continuous professional development.
• Adapt to changing business priorities while maintaining high standards of customer service.

Occasional travel, including overnight stays, will be required.

Essential Requirements

Applicants must demonstrate:

• Recent experience advising clients on Inheritance Tax, estate planning and succession matters.
• The ability to ensure clients comply with UK tax and legal requirements.
• Demonstrable leadership experience in a tax planning environment.
• Excellent written and verbal communication skills, including the ability to explain complex tax issues clearly.
• Completion of at least one of the recognised professional qualifications listed below.

Required Professional Qualifications

Applicants must hold at least one of the following qualifications:

• Chartered Tax Adviser (CIOT).
• Advanced Diploma in International Taxation (CIOT).
• AIIT, including Paper 4.
• A recognised CCAB membership qualification, including ACA, CA, ACCA or CIMA.
• A postgraduate full legal qualification in taxation matters.
• STEP Practitioner qualification.
• Solicitor, Barrister or CILEX Lawyer qualification, with the required professional stage and direct tax professional experience.
• HMRC Tax Specialist Programme (TSP) or an accepted predecessor qualification, subject to the stated Grade 7 eligibility requirements.

Existing HMRC employees must also meet the additional qualification and eligibility conditions specified in the official advert.

Salary and Benefits

HMRC offers a competitive employment package, including:

• Annual salary of £60,473 to £67,909.
• Civil Service pension with an employer contribution of 28.97%.
• 25 days of annual leave, increasing by one day for each qualifying year of service up to 30 days.
• Flexible and hybrid working arrangements.
• Family-friendly policies.
• Personal support and employee wellbeing provisions.
• Coaching, training and professional development opportunities.

External applicants will normally start at the minimum of the salary band.

Working Arrangements

The position is based in Belfast, Birmingham or Nottingham.

HMRC operates a hybrid working policy, with employees expected to spend approximately 60% of their working time in the office. Where the role permits, employees may work from home for up to two days per week, averaged over a calendar month.

Part-time and job-share arrangements are also available, subject to business requirements.

Applicants should select their preferred location carefully because the location preference cannot be changed after submitting an application.

Application and Selection Process

Application

Candidates must submit a name-blind CV detailing their employment history, responsibilities and achievements.

Each employment entry must contain no more than 300 words.

Applicants must also confirm their relevant mandatory professional qualifications in the CV qualification section.

Assessment

Applications will be assessed against the essential criteria and professional qualification requirements.

Successful candidates will be invited to interview.

Interview

The interview will take place by video link and will include:

• Experience-based questions relating to the essential criteria and job responsibilities.
• A 5–7-minute experience-based presentation demonstrating relevant professional knowledge and experience.

The presentation topic will be provided in the interview invitation. Sift and interview dates are yet to be confirmed.

Important Eligibility Information

This vacancy is subject to Civil Service nationality and right-to-work requirements.

The advert lists eligible categories, including UK nationals, Irish nationals, qualifying Commonwealth nationals with the right to work in the UK, and certain other eligible nationalities and immigration-status categories.

A standard criminal record check and Baseline Personnel Security Standard checks will also apply to successful candidates.

Please review the official eligibility guidance before applying.

How to Apply

Interested and suitably qualified candidates should submit their applications through the official Civil Service Jobs website.

Employer: HM Revenue and Customs
Job Reference: 489338
Closing Date: 26 November 2026 at 11:55 pm