Lloyd’s is the world’s leading insurance and reinsurance marketplace, bringing together the world’s leading risk takers to advance global progress. Our strategy is focused on delivering strong underwriting performance, operating an efficient and flexible marketplace, and maximising the capital advantage of the Lloyd’s market — while continuing to build a Lloyd’s we are proud of. How we deliver this, matters. We take the risk, make things happen, and own the outcome — working together across our global network to turn insight into impact.

The Role

This role is a critical enabler of the Tax Strategy and will lead the delivery and operationalisation of change across the function. The Tax Transformation Manager will work across all tax workstreams to drive execution of strategic change, embed modern tax processes and technologies, and support the Tax Leadership Team in managing key risks (such as key person risk and outdated systems risk) and delivering sustainable long-term improvements.

Given the criticality of the US tax return process, the role reports directly to the Head of North America Tax to ensure senior accountability and momentum behind this priority workstream.

The role holder will also directly support the Head of Tax (Michael Ludlow) and be an invitee to his Tax Leadership Team meetings as well as working closely with the Finance Change/Business Architecture teams to ensure tax change is aligned, governed and delivered effectively.

Principal Accountabilities

• Lead and contribute to the execution of strategic tax transformation, supporting Head of Tax and Tax leadership on the longer-term 3-year strategy and key risk management.
• Drive the operationalisation of the Tax Strategy, working with the Finance change team to ensure new processes, controls and systems are embedded effectively.
• Support key priority workstreams: Provide senior leadership across critical risk areas, including the tax process modernisation and transition, ensuring robust governance, clear requirements, transparent progress tracking and removal of key-person dependencies.
• Service Catalogue: Lead the completion and implementation of the Tax Service Catalogue, identify and implement process improvements that increase efficiency, accuracy, compliance and Member experience across all tax workstreams.
• Manage and deliver tax transformation projects end-to-end, including scoping, planning, governance, delivery tracking and reporting into the Tax Change Steering Committee.
• Implement and integrate tax technology solutions, working with Accenture and third-party providers to configure and embed new tools and automate high-risk or manual processes.
• Lead structured change management, ensuring users adopt new systems, understand new processes, and receive training, support and updated reference materials.
• Conduct detailed tax process analysis, including dependencies, data flows, key-person risk areas, and EUDA reviews.
• Run effective workshops and stakeholder sessions, engaging Tax SLT, Finance change, and external partners to develop requirements, test solutions and resolve issues.
• Ensure compliance and control, embedding appropriate governance, KPIs and risk management across new processes.
• Prepare and present updates to senior stakeholders, including Head of Tax, SLT, Finance leadership and governance forums.