Location – Cambridge, Reading, Southampton, Watford
Our client’s national Innovation and Capital Incentives (ICI) team are passionate about helping clients obtain the incentives and allowances available to support their investment in innovation and capital assets. Based in the Southern region (Cambridge, Reading, Watford, Southampton), they are a diverse team with a strong focus on growth.
The role
Our client is looking to recruit an individual at Manager level with experience of Patent Box and/or UK R&D tax incentives and are keen to hear from people who are passionate about innovation, getting to know a broad range of businesses and having a direct role in growing their ICI practice.
Key responsibilities
Our client is particularly focussed on candidates able to support them in:
- Managing a portfolio of Patent Box and R&D clients and project delivery across these
- Preparation of Patent Box and R&D claims for submission to HMRC
- Managing client engagements and developing strong relationships with both clients and internal stakeholders
- Preparing responses to or liaising with HMRC with regard to queries they have on Patent Box or R&D claims on behalf of clients
- Advising clients and internal stakeholders on tax technical points
- Supervising juniors undertaking the work and apprising more senior stakeholders of progress
- Helping to identify and develop new opportunities, including involvement in pitching for work
- Our client would be happy to take applications from candidates who only have the relevant experience in one of the key technical areas (Patent Box or R&D) as long as they are comfortable in the knowledge part of the role and would be undertaking training and upskilling to enable them to extend their expertise across both areas. If no Patent Box experience is held, a corporate tax background would be preferable.
Skills and attributes
Excellent working knowledge of tax incentives and experience in preparing claims including:
- Patent Box claims, including elements such as assessing the level to track and trace and preparation of nexus fractions and/or
- UK R&D tax incentive regimes (covering both SME and RDEC claims) and experience making claims across a range of industries
- Strong project management skills – able to manage several live projects at once and plan own workload.
- Excellent communication skills – the candidate will be expected to be the point of contact on the projects they manage supporting a range of stakeholders including client contacts, the firm’s staff in the incentives team and also in the wider tax practice.
- Coaching and delegation – the successful candidate will help other Managers and Senior Managers in the team coach and delegate a growing team of associates supporting the ICI team, helping them grow their technical expertise alongside their soft skills.
- Good written skills including report writing, technical memo drafting and concise advice notes for sharing with clients.
- Analytical skills for numerical analysis of client data.
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