Head of Treasury and Tax

Hargreaves Lansdown group; Bristol; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading investment platform in Bristol is seeking a Head of Treasury and Tax to optimise financial resources and ensure compliance. This role will redefine treasury and tax operations for the newly private entity. Responsibilities include developing strategies for cash flow, managing tax compliance, and leading a high-performing team. Ideal candidates will have a strong background in treasury functions, technical knowledge of UK tax regimes, and excellent communication skills. This permanent full-time role offers flexible working options and competitive benefits.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Flexible working options

Enhanced parental leave

Pension scheme up to 11% employer contribution

Private medical insurance

Health screening programme

Remote GP support

Unlimited access to fitness providers

In-house barista serving subsidised food

Two paid volunteering days per year

Qualifications

• Proven track record in a Treasury function for a business with high volume cash flow.
• Deep knowledge of treasury operations and financial instruments.
• Technical knowledge of UK's Corporate Tax and VAT regimes.

Responsibilities

• Develop strategies to optimise cash flow and manage banking relationships.
• Create and execute tax strategy to minimise risk and ensure compliance.
• Oversee corporate tax compliance and accurate reporting.

Skills

Leadership in Treasury function

Knowledge of cash management

Technical knowledge of UK tax regimes

Process improvement skills

Strong communication skills

Job description

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!

About the Role

We're looking for a visionary leader to take charge of two critical functions at a pivotal moment in our journey. As the Head of Treasury and Tax at Hargreaves Lansdown, you'll not only optimise financial resources and ensure compliance-you'll help redefine how these areas operate for us as a newly private entity for the first time in 16 years. This is a unique opportunity to put your strategic thinking into action and align treasury and tax with our ambitious growth plans.

What you'll be doing

Treasury Management

• Develop strategies to optimise cash flow, liquidity, and capital.
• Manage cash forecasting and banking relationships.
• Mitigate financial risks through hedging and reporting.
• Implement treasury systems and ensure regulatory compliance.

Tax Management

• Create and execute tax strategy to minimise risk.
• Oversee corporate tax compliance and accurate reporting.
• Responsible for the accurate and timely compliance with UK Corporation Tax and VAT requirements, oversight of the Polish equivalents, and management of cross-border issues.
• Advise on tax implications for new products and initiatives.
• Monitor legislation and recommend proactive adjustments.
• Lead and develop a high-performing treasury and tax team.
• Collaborate with senior leaders to shape financial strategy.
• Present insights and risks to the Board and Treasury Committee.
• Stay ahead of industry trends and best practices.

About you

• Experienced leader with proven track record in a Treasury function for a business with high volume cash flow
• Deep knowledge of treasury operations, cash management, and financial instruments.
• Technical knowledge of the UK's CT, VAT and Employer Duties regimes.
• Experienced in identifying process weaknesses and driving process improvement.
• A team-player adept at cultivating strong working relationships with the Finance team, stakeholders in the wider business, and external parties such as banks, HMRC and advisers.
• Reliable and trustworthy, with an attention to detail and very high levels of integrity.
• Strong written and verbal communication skills, and confident in communicating complex technical treasury and tax issues to internal and external stakeholders.

A 2-stage interview process consisting of competency-based questions and a presentation. There will also be a leadership psychometric assessment.

Working Schedule

The role is based in our Bristol head office. This role is permanent, full time, 37.5 hours per week, Monday to Friday. For this role we offer a hybrid flexible working pattern to allow you to work from home or the office (minimum 2 days per week).

Why us?

Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus* and annual pay review
• 25 days* holiday plus bank holidays and 1-day additional Christmas closure
• Option to purchase an additional 5 days holiday**
• Flexible working options available, including hybrid working
• Enhanced parental leave
• Pension scheme up to 11% employer contribution
• Income Protection and Life insurance (4 x salary core level of cover)
• Private medical insurance*
• Health care cash plans - including optical, dental, and out patientcare
• Health screening programme
• Help@hand - confidential support including mental health counselling and remote GP
• Wellhub - unlimited access to fitness providers and wellness coach sessions
• Variety of travel to work schemes with bike storage and shower facilities
• Inhouse barista and deli serving subsidised coffee and sandwiches
• Two paid volunteering days per year

** only available to select during our annual benefits window, in November each year

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.