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Tax Claims Team Leader

IPS Group
Posted a month ago, valid for 17 days
Location

Rugby, Warwickshire CV23 9DU, England

Contract type

Full Time

Health Insurance

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Sonic Summary

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  • A growing professional services firm is seeking an experienced Tax Claims Team Leader to manage a small, high-performing team.
  • The role requires leadership experience in claims handling or accountancy-related services, and offers a competitive salary of £50,000 - £55,000.
  • Key responsibilities include overseeing the claims function, leading and coaching the team, and ensuring compliance with internal policies.
  • Candidates should have experience in a claims handling or tax-related environment, along with strong client relationship and communication skills.
  • The position also offers excellent benefits, hybrid working options, and career development opportunities within an expanding firm.
A growing professional services firm is looking to appoint an experienced Tax Claims Team Leader to lead a small, high-performing team. This is a fantastic opportunity for someone with leadership experience in claims handling or accountancy-related services, looking to take the next step in a role with real influence and visibility.You'll oversee the day-to-day operations of a busy claims function, ensuring efficient and compliant handling of tax-related claims on behalf of a wide client base – predominantly accountancy firms. You'll lead from the front in driving excellent service standards, supporting your team through training and mentoring, and working closely with senior management on performance and process improvements.Key responsibilities include:
  • Managing the end-to-end workflow of a specialist tax claims team
  • Leading and coaching a small team, conducting 1:1s, appraisals and performance reviews
  • Acting as a senior point of contact on complex or high-value claims
  • Ensuring compliance with internal policies and industry regulations
  • Monitoring claims MI, producing reporting packs and supporting leadership with trend analysis
  • Liaising with clients to ensure service delivery is aligned with their expectations
  • Supporting broader business initiatives and identifying cross-selling opportunities
What we’re looking for:
  • Experience in a claims handling, accountancy, or tax-related environment
  • Previous leadership or team supervision experience
  • Strong client relationship and communication skills
  • High attention to detail with the ability to interpret policy wordings and regulatory guidance
  • Familiarity with fee protection insurance or working with accountancy practices is advantageous
  • Comfortable working with management information and claims systems
What’s on offer:
  • Competitive base salary of £50,000 - £55,000
  • Excellent benefits package including 12% employer contributions, private health and dental insurance, and a range of additional extras
  • Hybrid working (Rugby office + home)
  • Career development opportunities in a national, expanding firm
IPS Finance has 45 years’ experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit our website to view the latest accountancy / finance and practice opportunities.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.