Location – London
Our client is a leading independent provider of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations. With 13 offices in the UK and Ireland, 1,700 people and an international capability in over 100 countries, their aim is to provide an innovative global service.
They provide a wide range of tax and consulting services to a broad range of AIM listed organisations, SMEs, owner managed businesses and their owners.
Working alongside Partners/Directors or alone, you will provide support and advice in respect of R&D tax credits to both existing and new clients. This will include advising clients in respect of the quantum of claims, identifying and analysing qualifying expenditure and setting this out in claims submitted to HMRC.
Key responsibilities:
- Client work
- Prepare technical justifications and financial calculations for R&D tax incentive claims
- Undertake consultancy work to maximise claims and identify areas of potential risk
- Give exceptional client service
- Technically strong with extensive experience of working with clients to deliver significant benefits from making R&D tax incentive claims
- Staff Management and development
- Liaison with Partners
- On the job training for junior staff on a one-to-one basis
- Dealing with staff questions
- Practice Development
- Be involved in business development activities/profile raising locally
- Able to take advantage of marketing/PR opportunities
- Compliance
- Ensuring company procedures are followed taking account of institute and HMRC guidance, where relevant
- Develop and demonstrate extensive knowledge and understanding of HMRC’s R&D tax credit teams, how they work and the key components of a successful claim
- Personal Development (Technical & Other)
- Internal and external seminars and courses
- Reading
- Internal meetings
Skills required:
- Client focus – ability to deliver consistently excellent client service
- Commercial awareness – delivers value to client and team profitability.
- Teamwork – organises and supports others
- Good communicator – both written and oral
- Problem solving – positive attitude to solving problems and delivering outcomes
- Enthusiastic and keen business developer.
- Excellent organisation skills
- Significant relevant experience gained within the profession and/or relevant industry e.g. civils, mechanical, electrical, process, chemical
- Technically capable individual who is able to manage complex client work
- Demonstrable experience of managing people and clients
- Project management experience
- Experience of dealing with senior stakeholders both internally and externally
Education/Qualifications:
- Engineering, Software
AVTR0001