HMRC Tax Professional and Operational Delivery Higher Officer Caseworker

I know! Keeping it quiet haha. Yeah it's like from 10 months ago so should be okay!
Albert Bridge in Manchester, you?

Edinburgh

Its pretty quick. Done in a week or so. Getting a start date is the million dollar question. Been on that for over 2 weeks now and it's p#*in me off 😇

How long did you have to wait until you were told which tax regime you were in? I started my HO role yesterday in Leeds and they said they're still working on where to put people but we're all in SME.

We're on the longer style training scheme by the sounds of it too.

The flexi is great. I'm used to having it but the fact there's no core hours is still a welcome surprise.

Hi fellow 1320/16 people.

I just wanted to know if anyone was in the same situation as me? I have a formal offer which was sent to Me by email, my status on civil service jobs however is still showing as 'pre-employment checks passed'

Hi,
I think I might have asked you the same question before. Would be grateful if you could kindly answer again please.
How is it going at hmrc for you and what exactly do you have to do as a caseworker? I have asked my friend from hmrc about this before and he had no clue.

It's going well so far but unlike the intake from April who were on an 18 month training plan we're now on a 6 month plan which involves 25-35 hours of reading a week, every week for six months with casework filling the rest of the time. My team won't be given a case until the end of November however. As well as the reading there are regular knowledge checks which are done in your own time and aren't under exam conditions. You get two chances, you have two chances to pass each check but it's impossible to fail twice, they're multiple choice so just jot down the question and possible answers, go back to the learning to re-read and then take the test again.

I haven't done any casework yet but my understanding from sitting with my mentor is certain tax returns are identified by a different department as suspicious and it's down to the caseworker to do a full investigation. This involves checking all of the info available e.g tax return, accounts, invoices etc, the taxpayers previous compliance history; contacting the taxpayer for further documents and sometimes visiting them to interview them about their return, getting them to explain inaccuracies, examining business processes to see if errors are occurring due to inexperienced staff etc.

It's then a case to judge how much tax has been underpaid if any, whether any penalties are appropriate for submitting an inaccurate return and educating the tax payer to ensure more accurate returns in the future and to motivate them to be more compliant.

Those of us starting this month are only getting 3 months training.....

It's going well so far but unlike the intake from April who were on an 18 month training plan we're now on a 6 month plan which involves 25-35 hours of reading a week, every week for six months with casework filling the rest of the time. My team won't be given a case until the end of November however. As well as the reading there are regular knowledge checks which are done in your own time and aren't under exam conditions. You get two chances, you have two chances to pass each check but it's impossible to fail twice, they're multiple choice so just jot down the question and possible answers, go back to the learning to re-read and then take the test again.

I haven't done any casework yet but my understanding from sitting with my mentor is certain tax returns are identified by a different department as suspicious and it's down to the caseworker to do a full investigation. This involves checking all of the info available e.g tax return, accounts, invoices etc, the taxpayers previous compliance history; contacting the taxpayer for further documents and sometimes visiting them to interview them about their return, getting them to explain inaccuracies, examining business processes to see if errors are occurring due to inexperienced staff etc.

It's then a case to judge how much tax has been underpaid if any, whether any penalties are appropriate for submitting an inaccurate return and educating the tax payer to ensure more accurate returns in the future and to motivate them to be more compliant.

It's going well so far but unlike the intake from April who were on an 18 month training plan we're now on a 6 month plan which involves 25-35 hours of reading a week, every week for six months with casework filling the rest of the time. My team won't be given a case until the end of November however. As well as the reading there are regular knowledge checks which are done in your own time and aren't under exam conditions. You get two chances, you have two chances to pass each check but it's impossible to fail twice, they're multiple choice so just jot down the question and possible answers, go back to the learning to re-read and then take the test again.

I haven't done any casework yet but my understanding from sitting with my mentor is certain tax returns are identified by a different department as suspicious and it's down to the caseworker to do a full investigation. This involves checking all of the info available e.g tax return, accounts, invoices etc, the taxpayers previous compliance history; contacting the taxpayer for further documents and sometimes visiting them to interview them about their return, getting them to explain inaccuracies, examining business processes to see if errors are occurring due to inexperienced staff etc.

It's then a case to judge how much tax has been underpaid if any, whether any penalties are appropriate for submitting an inaccurate return and educating the tax payer to ensure more accurate returns in the future and to motivate them to be more compliant.

Would it be possible for anyone already started working for hmrc to provide some insight on what's involved in a tax casework role please?

It's going well so far but unlike the intake from April who were on an 18 month training plan we're now on a 6 month plan which involves 25-35 hours of reading a week, every week for six months with casework filling the rest of the time. My team won't be given a case until the end of November however. As well as the reading there are regular knowledge checks which are done in your own time and aren't under exam conditions. You get two chances, you have two chances to pass each check but it's impossible to fail twice, they're multiple choice so just jot down the question and possible answers, go back to the learning to re-read and then take the test again.

I'm based in Leeds. With the amount of reading we do we put it forward to management to request study days as at the moment we're coming into the office to read things we could read at home but they want us to be in the office but I know in Manchester that they've been given one study day a week.

Flexi is available from day one. Some people have already built enough flexi to take a flexi day. I try to build enough through the week to leave early on a Friday. My floor is almost empty by 3pm on a Friday. Some are travelling from Sheffield and have chosen to build enough to leave at 12 on a Friday.

I had to travel from Leeds to Bootle for an event yesterday which was a 4 hour round trip so that's been added to my flexi.

I was already in the civil service so was aware of flexi but everywhere I've been has had core hours where you have to be in the office such as 10-3. There's none of that in this role, you can come and go as you please, in theory you could work 11-1 one day if you wanted to. Which is probably what everyone will be doing the day after the Christmas do 🤔

I'm based in Leeds. With the amount of reading we do we put it forward to management to request study days as at the moment we're coming into the office to read things we could read at home but they want us to be in the office but I know in Manchester that they've been given one study day a week.

Flexi is available from day one. Some people have already built enough flexi to take a flexi day. I try to build enough through the week to leave early on a Friday. My floor is almost empty by 3pm on a Friday. Some are travelling from Sheffield and have chosen to build enough to leave at 12 on a Friday.

I had to travel from Leeds to Bootle for an event yesterday which was a 4 hour round trip so that's been added to my flexi.

I was already in the civil service so was aware of flexi but everywhere I've been has had core hours where you have to be in the office such as 10-3. There's none of that in this role, you can come and go as you please, in theory you could work 11-1 one day if you wanted to. Which is probably what everyone will be doing the day after the Christmas do 🤔

It's going well so far but unlike the intake from April who were on an 18 month training plan we're now on a 6 month plan which involves 25-35 hours of reading a week, every week for six months with casework filling the rest of the time. My team won't be given a case until the end of November however. As well as the reading there are regular knowledge checks which are done in your own time and aren't under exam conditions. You get two chances, you have two chances to pass each check but it's impossible to fail twice, they're multiple choice so just jot down the question and possible answers, go back to the learning to re-read and then take the test again.

I haven't done any casework yet but my understanding from sitting with my mentor is certain tax returns are identified by a different department as suspicious and it's down to the caseworker to do a full investigation. This involves checking all of the info available e.g tax return, accounts, invoices etc, the taxpayers previous compliance history; contacting the taxpayer for further documents and sometimes visiting them to interview them about their return, getting them to explain inaccuracies, examining business processes to see if errors are occurring due to inexperienced staff etc.

It's then a case to judge how much tax has been underpaid if any, whether any penalties are appropriate for submitting an inaccurate return and educating the tax payer to ensure more accurate returns in the future and to motivate them to be more compliant.