Job Description

The Role

The R&D Tax Consultancy role is an excellent opportunity to manage and develop a portfolio of clients, which undertake qualifying research and development projects. The role will be a mixture of working from the office with flexibility of working from home.

Reporting to the owner of the business, the role will involve

• Managing a small and growing portfolio of SME clients
• Liaising with existing clients to determine whether they have qualifying projects. 
• Arranging and attending meetings with clients to discuss the technical and financial details of their projects to help create a robust R&D tax claim.
• Writing the technical narrative and preparing the financial schedules, following the meeting with the client.
• Preparing CT600s and corporation tax computations.
• Determining the different options for losses and communicating these with clients.
• Liaising with accountants and company decision makers by email, phone, face to face and video call. 
• Making submissions to HMRC and liaising with them if needed. 
• Advising clients on increasing their R&D tax claims and minimising the risk of enquiry.
• Developing new relationships with accountancy firms and maintaining existing relationships. 

The Person

• At least 1 year of experience of working within R&D tax
• Highly motivated
• Outstanding 'people' skills with experience of client facing with confidence
• Able to simplify complicated tax advice 
• Exceptional written skills and strong numerical proficiency  

Required Knowledge, Skills, and Abilities

• At least 1 year of experience of working within R&D tax • Highly motivated • Outstanding 'people' skills with experience of client facing with confidence • Able to simplify complicated tax advice • Exceptional written skills and strong numerical proficiency