Location: Any
About Us: We are seeking an experienced Assistant R&D Manager or R&D Manager to join our in-house R&D tax team. Our firm serves a diverse client portfolio spanning various business sectors, offering opportunities to work on a wide range of R&D tax projects.
The role
As a member of our team, you will work with senior staff to lead the preparation of R&D claims, ensuring compliance with R&D tax legislation and providing valuable expertise to our clients.
Responsibilities:
- Collaborate confidently and knowledgeably with senior colleagues within the R&D, corporate tax, audit, and accounts teams.
- Support client meetings and presentations, explaining our services effectively.
- Assist in identifying opportunities and participating in new business pitches for both new and existing clients.
- Manage and successfully deliver R&D tax projects, emphasizing technical excellence and practical, business-driven solutions.
- Prepare comprehensive documentation in line with UK BEIS guidelines and CIRD manual to support R&D claims while adhering to the firm's quality standards.
- Craft technical descriptions of client projects for inclusion in reports to be submitted to HMRC, and edit client-drafted descriptions for improvements.
- Coordinate and participate in interviews with clients' technical and finance teams, advising on R&D tax relief and qualifying R&D activities and expenditures.
- Contribute to claim methodology development and assist in the preparation of R&D tax relief claims for submission to HMRC.
- Support R&D engagements, including cost monitoring, billing, risk management, deliverables, and client relationships.
- Assist in preparing documentation and liaising with HMRC to address inquiries related to R&D Tax claims.
- Cultivate and maintain strong client relationships, delivering high levels of client service.
- Foster relationships within the firm and externally with clients, identifying growth opportunities and managing client expectations.
- Keep all relevant teams and Partners informed about project responsibilities and any issues that may impact client relationships.
- Collaborate with colleagues across different disciplines to build an internal network.
The Team: Our R&D team is a national team based across different Saffery offices, with a dedicated group of Corporate Tax colleagues specialising in R&D tax. We’re looking for someone to ideally join our Bristol office however location is flexible.
Qualifications and Skills:
- Proactive, resilient, and driven with recent practical experience managing an R&D tax portfolio.
- Leadership: Strong managerial skills and up-to-date working knowledge of R&D tax issues.
- Background: Experience in organizing the delivery of R&D tax work, problem-solving, and taking initiative.
- Collegiality: Confidence and professionalism to establish credibility at all levels.
- Business Building: Commercial acumen and a clear understanding of client requirements.
- Qualifications: Preferably CTA and/or ACA/ACCA qualified.
General Requirements:
- Ability to work flexibly, including outside of normal working hours and out-of-hours coverage when necessary.
- Willingness to travel to the firm's offices as required.
Salary and Benefits
- Salary: We offer a competitive, market-based salary.
- Working Hours: A 35-hour working week with a hybrid working policy, allowing for up to three days per week working from home (core hours are 10-4).
- Benefits: Contributory pension scheme, 25 days annual leave, life assurance cover, flexible benefits, and family-friendly policies.
- Profit-Sharing: Eligibility for the firm’s Profit-Sharing Plan, paid in December.
- Discretionary Bonus Scheme: Our new discretionary bonus scheme for Directors, Senior Managers, Managers and Assistant Managers is effective from 1 April 2024, and where due, payments will be made in July 2025
Why Join Us?
- Work-Life Balance: We offer a supportive work environment with a great work-life balance.