Job Description

This is a client facing role which involves meeting virtually with businesses and consulting, researching and analyzing your clients projects/activities and expenditure; working under government guidelines you will then create a report which will be submitted.
On average you will conduct 5 virtual client meetings a week (these will have been booked for you) and then you will create narrative reports from your in-depth research and analysis you have completed in the meetings explaining what tax relief the client is entitled to.
WORKING HOURS

• 35 hours a week, Monday - Friday.
• You will be expected to be available between 5pm-1am to meet with your clients. You will be able to plan your working week and will not have to work every day until 1am, for example when writing your reports your hours could be 11-7.

KEY RESPONSIBILITIES/DUTIES

• Develop a strong understanding of government guidelines / legislation and CRA guidance in regard to activity (previous knowledge of this is not required)
• Meet with senior business owners/leaders virtually and complete in-depth business/project consultation and analysis
• Put together professional reports in a narrative format to include areas such as strategies, reports, briefings, expenditure, benefits
• Conduct overall business analysis including discussions about the shape of a client`s business and the internal processes within it to establish qualifying projects (purpose, problems, solutions, time frames)
• Evaluating qualifyingactivity present in relation to our guidance and legislation
• Reviewing and interpreting the organization’s financial accounts
• Formulating a report on key activity and associated qualifying costs
• Thoroughly documenting activity on the company`s internal systems

Required Knowledge, Skills, and Abilities

• Technically minded
• Strong analytical skills
• Client facing (virtual) engagement experience
• Ability to interact with clients in a professional and technically competent manner
• Exceptional interpersonal skills 
• Demonstrated ability to communicate effectively with senior business owners/leaders
• Strong verbal and written communication proficiency and proven ability to guide stakeholders to achieve common goals
• Attention to detail and robust organizational skills - including time management
• Methodical, systematic approach to problem solving
• Team working skills - along with a demonstrated ability to work collaboratively with others from a wide range of backgrounds
• Willingness to learn