HM Revenue & Customs
Planning and Performance Partner

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Glasgow Regional Centre - Atlantic Square, Liverpool Regional Centre - Water Street, Manchester Regional Centre - Three New Bailey, Newcastle Upon Tyne - Benton Park View,
Telford - Plaza 1 and 2
Please note that due to workforce controls, Newcastle and Liverpool are only available to existing HMRC staff in these locations. HMRC staff based in Reading can also apply to move to Croydon or Stratford in line with Migration path. HMRC staff based in 100PS can also apply to move to Croydon or Stratford.
Job Summary
Discover a career in your hands at HMRC. Whether you're seeking purpose, growth, or a workplace that gives you a true sense of belonging, hear from some of our employees as they share their story about what it’s really like to work at HMRC.
Visit our YouTube channel to watch the full series and come and discover your potential.
About the Role
HMRC Chief Digital and Information Officer (CDIO) Group is responsible for HMRC’s IT estate, including building and running IT services, leading digital transformation projects, and delivering operational support to our colleagues and customers.
The live services we provide enable billions of pounds of tax to be collected, benefits to be paid to customers in need, and ensure the smooth movement of goods into and out of the UK. We are relied upon to deliver to a high standard to ensure the smooth running of the department for our colleagues and millions of HMRC customers.
This role sits within Finance, Portfolio, Performance and Organisational Transformation (FPPOT) and covers the full remit of CDIO teams.
Responsibilities
The Planning and Performance Partner is responsible for contributing towards the strategic vision for Performance across CDIO, alongside the delivery of existing reporting into Working Day 10, SLT and Quarterly Business Reviews.
The Partner will develop and deliver influential, high quality performance analysis, that is used to make informed decisions. Driving continuous improvement across CDIO through a combination of challenge, compelling analysis, and deep dives along with building their own capability.
This is achieved by working closely with our Senior and Executive Leadership Team and analysis end users to deliver and continually improve the current service offering and understanding current and future needs and challenges of performance.
Job Description
- Provide accurate, detailed performance analysis to inform SLT decisions.
- Take the time to ensure that we fully understand all aspects of performance. When to highlight something quickly and when to invest time and resource into a deep dive. To achieve the above, we undertake site visits, show and tells, investigatory work into understanding processes and fully immerse ourselves in the performance data.
- Proactively identify deviations in performance and work collaboratively to understand drivers and address issues whilst managing our core products.
- Undertake performance deep dives to address risks and offer options for strategic and tactical solutions.
- Contribute to the team workplan ensuring a continual flow of work through a combination of self-generated and wider CDIO asks.
- Resilient leadership to promote wider understanding of the performance framework and its importance.
- Delivering to time and to the required quality ensuring assurance processes are embedded.
- Actively seek feedback enabling us to continue to learn and improve and to ensure we are consistently meeting stakeholder requirements and expectations.
Person Specification
- An analytical and inquisitive individual who enjoys understanding the underlying drivers of organisational performance and identifying opportunities for improvement.
- A confident partner who can build effective working relationships with senior leaders, stakeholders and delivery teams to influence decision-making and drive positive outcomes.
- A strong communicator who can translate complex information into clear, compelling narratives and present performance insights in a meaningful way.
- A strategic thinker who can link organisational objectives to performance measures and understand the wider impact of business decisions.
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Essential Criteria
- Experience of working in a performance, quality or governance team.
- Experience of managing effective relationships with senior leaders, with effective engagement and strong leadership.
- Ability to translate strategic objectives into measurable outcomes and performance measures.
- Strong problem-solving skills with the ability to identify trends, risks, and opportunities from complex datasets.
- Experience of creating and presenting compelling narratives using data visualisation and storytelling techniques.
- Ability to manage competing priorities and deliver high-quality outputs within challenging deadlines.
Desirable Criteria
- A curious and inquisitive mindset, with a desire to understand underlying drivers of performance.
- Experience of working in a digital, technology, transformation or operational performance environment.
- Have strong organisational awareness and the ability to understand how individual activities contribute to wider strategic priorities and outcomes.
- Communicate in a straightforward, honest and engaging manner, choosing appropriate styles to maximise understanding and influence.
Further Location Information
Please ensure that you only apply for a location that you are willing and able to work from, as we will only make one offer of employment. Any additional notes included in a ‘Further Location Preferences (optional)’ field within the application form, will not be considered. Please be aware that you cannot change your location preference after submitting your application.
Office Closures
If your location preference is for one of the following sites, it’s important to note that these are not long-term sites for HMRC and we will require you to move to a new building in the future, subject to our location strategy and the applicable employee policies at that time.
- Benton Park View, Newcastle - moving to Pilgrims Quarter, Newcastle
- Telford Plaza, Telford - moving to Parkside Court, Telford
You will be given more information about what this means at the job offer stage.
Behaviours
We'll assess you against these behaviours during the selection process:
- Leadership
- Making Effective Decisions
- Communicating and Influencing
- Seeing the Big Picture
Benefits
Alongside your salary of £45,544, HM Revenue and Customs contributes £13,194 towards you being a member of the Civil Service Defined Benefit Pension scheme. Find out what benefits a Civil Service Pension provides.
HMRC operates both Flexible and Hybrid Working policies, allowing you to balance your work and personal commitments. We welcome applications from those who need to work a more flexible arrangement and will agree to requests where possible, considering our operational and customer service needs.
We offer a generous leave allowance, starting at 25 days and increasing by a day for every year of qualifying service up to a maximum of 30 days.
- Pension - We make contributions to our colleagues’ Alpha pension equal to at least 28.97% of their salary.
- Family friendly policies.
- Personal support.
- Coaching and development.


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Artificial Intelligence
Artificial intelligence can be a useful tool to support your application, however, all examples and statements provided must be truthful, factually accurate and taken directly from your own experience. Where plagiarism has been identified (presenting the ideas and experiences of others, or generated by artificial intelligence, as your own) applications may be withdrawn and internal candidates may be subject to disciplinary action. Please see our candidate guidance for more information on appropriate and inappropriate use.
Selection Process Details
This vacancy is using Success Profiles, and will assess your Behaviours, Strengths and Experience.
How To Apply
As part of the application process, you will be asked to provide the following:
- A name-blind CV including your job history and previous experiences. Please complete the CV as follows
Job History Box
- Employer name
- Dates of employment
- Job title
Previous Skills And Experience Box
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Please evidence how you meet the Essential Criteria and Person Specification outlined in the advert in no more than 500 words.
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Separate 250-word statements addressing the specified Behaviours, Leadership (Lead Behaviour), Making Effective Decisions, Communicating and Influencing and Seeing the big picture.
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Please evidence any Desirable Criteria where applicable, (up to 250 words max). This is not essential for the role but may be considered by the vacancy holder where candidates have the same score at interview.
Sift
In the event of a large number of applications being received, an initial sift may be held on your CV and Lead Behaviour - Leadership
At full sift all behaviour statements and your CV will be assessed, with the successful candidates being invited to interview
We may also raise the score required at any stage of the process if we receive a high number of applications.
Interview
During the panel interview, you will be asked Behaviour-based questions to explore in detail what you are capable of, and you will be asked Strength-based questions to also explore what you enjoy and your motivations relevant to the job role.
This is an example of a strengths-based question
"It is often said that the customer's needs should come first. To what extent do you agree or disagree with this statement?"
There is no expectation or requirement for you to prepare for the strengths-based questions in advance of the interview, though you may find it helpful to spend some time reflecting on what you enjoy doing and what you do well.
Interviews will take place via video link. Sift and interview dates to be confirmed.
Eligibility
Please take extra care to tick the correct boxes in the eligibility sections of your application form. Mistakes sometimes happen but if you contact us later than two working days (Monday-Friday) before the vacancy closes, we may not be able to reopen your application for you. If you do make a mistake with your eligibility form, or have withdrawn yourself in error and need your application reinstated whilst the campaign is still live, please contact us via: unitybusinessservicesrecruitmentresults@hmrc.gov.uk – Use the subject line to insert appropriate wording for example – ‘Please re-open my application – [insert vacancy ref] & vacancy closing date [insert date]
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