Lloyd’s is the world’s leading insurance andreinsurance marketplace. We share the collective intelligence and risk sharing expertise of the market’s brightest minds, working together for a braver world.
Our role is to inspire courage, so tomorrow’s progress isn’t limited by today’s risks.
Our shared values: we are brave; we are stronger together; we do the right thing; guide what we do and how we act. If you share our values and our passion to build a future that’s more sustainable, resilient and inclusive, you’ll find a home at Lloyd’s – build a braver future with us.
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tax processes and technologies, and support the Tax Leadership Team in managing key risks (such as key person risk and outdated systems risk) and delivering sustainable long-term improvements.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.
Skills
Strong change-management capability, with proven ability to lead people through transformation and embed new ways of working.
Experience leading multi-workstream change programmes in a complex finance or tax environment
Practical working knowledge of tax processes and data flows, sufficient to understand risks, dependencies and required outcomes (without needing deep technical specialism).
Ability to translate complex tax and finance processes into clear, structured requirements for technology, operations and data teams.
Skilled at designing and embedding new operating models, including process mapping, control design and data pathway analysis.
Strong stakeholder-influencing skills, with the ability to align senior leaders, external partners and delivery teams behind a transformation agenda.
A disciplined, delivery-focused approach, capable of driving momentum, resolving blockers and ensuring progress in ambiguous environments.
Ability to coach teams and uplift capability, building confidence and competence in new systems, processes and ways of working.
Diversity and inclusion are a focus for us – Lloyd’s aim is to build a diverse, inclusive environment that reflects the global markets we work in. One where everyone is treated with dignity and respect to achieve their full potential. In practice, this means we are positive and inclusive about making workplace adjustments, we offer regular health and wellbeing programmes, diversity and inclusion training, employee networks, mentoring and volunteering opportunities as well as investment into your professional development. You can read more about diversity and inclusion on our website
We understand that our work/life balance is important to us all and that a hybrid of working from the office and home can offer a great level of flexibility. Flexible working forms part of a total reward approach which offers a host of other benefits over and above the standard offering (generous pension, healthcare, wellbeing etc). These include financial support for training, education & development, a benefit allowance (to spend on our flexible benefits such as gym membership, dental insurance, extra holiday or to partake in our cycle to work scheme), employee recognition scheme and various employee discount schemes.
By choosing Lloyd's, you'll be part of a team that brings together the best minds in the industry, and together with our underwriters and brokers, we create innovative, responsive solutions allowing us to share risk and solve complex problems.
Should you require any additional support with your application, or any adjustments, please click the following link;
https://cleartalents.com/apply/lloyds-msa1645695881
Lloyd’s is the world’s leading marketplace for insurance and reinsurance.
Through the collective intelligence and risk-sharing expertise of the market’s underwriters and brokers, Lloyd’s helps to create a braver world.
