Job Description

• Meeting with clients/targets at all stages of the sales and production process in order to discuss R&D reliefs. This is likely to include both finance and senior technical contacts
• Interviewing in-house technical staff in order to gain an understanding of their activities so as to permit an assessment to be made as to whether the activity is eligible R&D for the purposes of the reliefs being sought
• Working with the relevant client contacts to gather detailed financial, HR and any other data to facilitate the calculation of the relief, including where necessary designing methodologies for quantifying the eligible R&D expenditure
• Preparing and reviewing structured reports in support of the claims made, including descriptions of the R&D projects identified and setting out why the projects are considered eligible for relief
• Contacting and liaising directly with HM Revenue and Customs on behalf of clients to discuss and obtain agreement of the claims, including attending meetings, telephone calls and drafting written correspondence

Ideal requirements for R&D Tax Manager:

• Science or Engineering Postgraduate Degree
• Excellent knowledge of UK R&D tax relief schemes and claim quantification
• Proven experience of managing several projects simultaneously, and experience working within a business unit with internal and external clients
• Proven experience of working independently on R&D tax relief claims for both small and large companies
• Willingness to train, supervise, manage and take responsibility for new staff joining the team

Required Knowledge, Skills, and Abilities