KEY REQUIREMENTS:

· Demonstrable technical knowledge of R&D tax relief, with experience in a specialist R&D firm or other accountancy practice
· Good communication skills and the ability to build strong client relationships
· Strong attention to technical detail and first-time accuracy is essential
· You can readily interact with other technical professionals, have outstanding people skills and the ability to clearly & concisely summarise information
· An excellent working knowledge of UK Corporate Tax legislation and the interaction with an R&D Tax claim

ADDITIONAL REQUIREMENTS:

The role is client-facing and relies on your ability to deal with senior technical people on a one-to-one basis, conducting structured meetings, acquiring the relevant technical information and authoring high-quality technical reports

ABOUT THE ROLE:

As an R&D Tax Specialist, you will play a crucial role in managing and delivering Research & Development (R&D) tax credit claims for a diverse range of clients. You will work closely with business owners, finance teams, and technical experts to identify qualifying R&D activities, manage the claim process, and ensure that claims are compliant with HMRC guidelines. Your role will involve both technical advisory and tax compliance work, with a strong focus on adding value to clients through efficient claim strategies.

KEY RESPONSIBILITIES:

· Identification of qualifying R&D projects and corresponding expenditure through participation in technical discussions with clients.
· Technical assessment of projects in line with HMRC R&D tax relief guidelines and preparation of supporting technical documentation.
· Authoring compelling technical reports in accordance with the HMRC’s BEIS guidelines to portray the key technical factors of client projects to support the R&D claim.
· Interaction with clients’ senior technical staff to develop a comprehensive understanding of the projects undertaken and review in the light of HMRC’s R&D Tax Relief Guidelines.
· Staying abreast of industry developments and legislative changes relevant to R&D tax relief and other innovation incentives to further your knowledge and capabilities.
· Maintaining contact with prospects and converting these to clients.
· Providing weekly & monthly updates on claims progress to the Directors.
· Networking with colleagues internally across the group to promote R&D Tax Box.
· Support the Marketing Manager by writing articles and case studies, supporting at various events, providing social media and website updates.