Chief Financial Officer

Association of Taxation Technicians

Hours
21 hours per week

About the Organisation

The primary charitable objective of the Association of Taxation Technicians is to promote education and the study oftax administration and practice. One of our key aims is to provide an appropriate qualification for individuals who undertake tax compliance work. Drawing on our members’ practical experience and knowledge, we contribute to consultations on the development of the UK tax system and seek to ensure that, for the general public, it is workable and as fair as possible.

Our members are qualified by examination and practical experience. They commit to the highest standards of professional conduct and ensure that their tax knowledge is constantly kept up to date. Members may be found in private practice, commerce and industry, government, and academia. The ATT is a registered charity, number 803480, and a regulatory body for Anti-Money Laundering supervision of tax practitioners. The ATT is managed by its Chief Executive under the strategic guidance of the Council.

About the role

We are now seeking a values-driven Chief Financial Officer to join our senior leadership team and help guide the organisation through its next phase of development. This is an opportunity for a strategic finance leader who wants their work to have purpose, someone motivated not only by financial stewardship, but by contributing to an organisation that plays an important role in public trust, professional integrity, and education.

Reporting directly to the CEO, the CFO will play a central role in shaping ATT’s long-term sustainability and strategic direction. You will lead the finance function while partnering closely with the Council, Audit & Risk Committee, Finance Steering Group, and senior colleagues across the organisation.

The Finance team provides core financial and accounting services to the departments of ATT and its governance structure. This includes supplier invoice processing and payment, customer collections, cash control, management reporting, statutory reporting and audit. In addition, the CFO looks after investment management, liquidity management, pricing strategy, financial policy, and financial planning.

A member of the senior management team, the CFO will work closely with senior colleagues across the ATT. The accounting and reporting by the charity are required to comply with the Statement of Recommended Practice (Charities SORP) in applying Financial Reporting Standard 102 (FRS 102).

Responsibilities

Key Accountabilities:

• Leading the delivery of the financial management and accounting service
• Leading the strategic financial planning
• Responsible for the preparation of the statutory accounts and core financial reporting for the Council and committees
• Responsible for the annual budgeting and periodic forecasting processes
• Leading the annual membership subscriptions and fee-setting process, and considering the overall pricing strategy
• Ensuring regular liaison with the Chair of the Finance Steering Group, as well as the Chair of the Audit & Risk Committee
• Supporting and preparing papers for the Audit & Risk Committee, and Finance Steering Group, including oversight of Minutes and following through with actions
• Maintaining good working relationships with key third parties, auditors, investment managers, bankers, and third-party suppliers
• Engaging non-financial managers in the financial management of the ATT, coaching them in the financial implications of their decisions
• Providing advice on financial and legal issues
• Management, development, and support of the Finance team
• Keeping up to date with changes in law and regulation relevant to the ATT, identifying the implications and taking timely action where required
• Initiating debate on new policy areas or where key financial policies need updating
• Responsible for the operation of key controls over the accounting records, notably bank reconciliations and reconciliations between accounting and membership systems
• Ensuring accurate and timely preparation of VAT returns and annual reconciliations both in the UK, India and jurisdictions within the Gulf Cooperation Council.
• Control of cash flows and liquidity management
• Supporting other departments to ensure debt collection is timely
• Authorising supplier and expense payment runs
• Representing the ATT at events and conferences 

Skills, Competencies, Experience & Attributes

Knowledge & Experience:

• An analytical mind and advanced knowledge of financial analysis, planning, and forecasting.
• In-depth expertise in corporate finance and accounting principles, laws, and best practices.
• Experienced in managing auditor relationships and in preparing year-end statutory accounts for a charity, including VAT returns.
• Able to think strategically and be involved in the overall development of the ATT.
• Able to drive change and process improvement.
• Able to make decisions with imperfect information and implement pragmatic solutions.
• Experience in performance management, including developing KPIs.
• Understanding of the need for a service mentality from the finance function.
• Up-to-date and thorough understanding of current financial and reporting requirements, particularly those relating to the charitable sector (Charities SORP & FRS 102).
• Ability and willingness to travel to London for meetings when required.

Functional, Technical Skills:

• Well-developed communication skills with the ability to explain financial principles and engage with nonfinancial managers.
• Proficient in the use of MS Office 365/MS Office and CRM software – experience with Jet Reports desirable but not essential.

Interpersonal & Work Management Skills:

• Tact and diplomacy. The CFO is part of the senior management team responsible for delivering information and decision-making to the governing Council, committees, and volunteers.
• Strong and adaptive interpersonal and communication skills to build effective working relationships and represent the ATT appropriately to external and internal stakeholders.
• Ability to influence and challenge the executive team on key strategic and operational decisions.
• CFO will need to be a hands-on manager who will provide assured leadership to the Finance team.
• Willing to assume a hands-on role whilst managing and developing the Finance team.
• Ability to drive change.
• Work well under pressure.
• Ability to manage multiple engagements simultaneously.

Required Qualifications

• A qualified senior-level financial manager (CIMA, ACCA, ACA, CIPFA).

Compensation & Benefits

• 10% employer pension contribution
• Private medical insurance
• Life assurance and income protection
• Health and well-being support
• Professional development opportunities
• 19 days annual leave (pro rata)

Conditions of employment

• Successful candidates will be required to provide their original qualifications, proof of the right to work in the UK and the details of two references before they commence employment.

Working locations

• Remote working with occasional mandatory London meetings.

How to apply

• Applications (CV and covering letter) to be sent to Bryony at [email protected] by 17:00 on 24th May 2026.
• If you have any questions regarding the process that are not covered in the job pack please contact Bryony Thomas at [email protected] of Allen Lane, or by calling Bryony on 07921 334 625. This will not prejudice your application in any way.

Interviews

• Shortlisting Wednesday 29th May 2026
• The interviews 2nd and 4th June 2026
• Final interviews 10th June (in person)

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