Kate Stapley

In this role, I led the end-to-end coordination of learning and development for 90 colleagues across multiple grades and roles. I had ownership of tax specific and project work Learning Pathways ensuring they were aligned with current legislation, created accessible learning materials using a variety of mediums, as well as maintaining and developing the businesses Learning Pathways for over 600 staff to ensure high-quality delivery and continuous improvement. I sourced, matched and supported coaches to align development activity with individual learning needs. I set and maintained clear learning standards, held weekly progress meetings and worked closely with managers to resolve learning-related issues and provide expert guidance. I collaborated with national Learning Coordinators to design and implement a new 5–7 week national induction programme, taking sole ownership of the creation and development of a structured bespoke digital timetable combining learner led and facilitated sessions. A cost saving of over £62,000 was achieved in the initial 12 months by implementing this programme, and over 100 colleagues across 6 sites have been successfully inducted into the business. As the site’s sole Learning Coordinator, I collaborated with a wider network of coordinators to ensure consistency and best practice, and led a cross-site working group of 25 colleagues to redesign the Development Zone process for organisation-wide rollout. I also supported a multi-grade team of Induction Support Analysts, coordinated the full setup of a new site, organised coaching schedules and training plans, delivered face-to-face training and provided HR support to new managers.

Throughout, I monitored progress against learning targets, produced regular reports for planning teams and actively promoted career development opportunities to support colleague progression and performance.

I was the manager of a multi-grade team of 13 Risk Analysts responsible for producing high-quality intelligence reports, I ensured that operational targets were consistently achieved and that all outputs met required quality standards. I was responsible for completing daily target checks and conducting weekly project variance reviews to ensure performance remained on track and aligned with delivery expectations. I worked closely with the site Planner, attending regular project progress meetings to monitor milestones and address emerging issues. I also participated in monthly planning meetings, contributing to discussions on forward-looking activity, team development needs and succession planning. I addressed work-related issues promptly to maintain performance and continuity. I was accountable for ensuring all team members completed mandatory learning, and I carried out quarterly development reviews to support professional and personal growth. I managed HR matters appropriately and in line with organisational policy, fostering a positive, compliant and high-performing team environment.

I was responsible for producing comprehensive Risk Intelligence packages for submission to Compliance Officers, working to defined targets and using multiple systems to collate, analyse and assess data. This involved conducting detailed risk assessments to identify and highlight potential tax risks across a range of tax regimes, including Income Tax, Self Assessment, Corporation Tax and VAT. The role required a high level of accuracy, sound judgement and the ability to adapt quickly to changing business priorities and operational needs.

In this role, I carried out a variety of administrative and customer-facing duties, including sorting incoming post, completing tax return data input and working within the telephone unit to handle customer enquiries. I also supported members of the public at the enquiry counter and dealt with employer-related queries, ensuring accurate information and a helpful, efficient service.