Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability or age. We are building a first-class team and, to do so, we know that we need a diverse mix of talented people doing their best work.
If you’re ready to make an impact, lead with purpose, and work in a place where your voice truly matters, keep reading!
In this role you will be to manage a portfolio of R&D clients and claims, including proactive advice, commercially appropriate tax planning, developing new business opportunities and contributing to the growth, management and development of the Innovation and R&D team.
Why Menzies?
At Menzies, ourculture is our cornerstone. We blend technical excellence with genuine care for our people and clients. With over 1000 colleagues in the UK, we’ve built a culture based on shared values and mutual respect. Here’s why you’ll love working with us:
- People First: Our work-life balance isn’t just talk. From agile working to generous leave, we create space for what matters to you.
- Work with Inspiring Clients: Frommultinational groupsto large corporates across diverse industries, no two days are the same.
- Collaborate Across Borders: Working with our network HLB International to be part of a team that thrives on knowledge-sharing and supporting businesses with global ambitions.
- Innovate with Purpose: We’re always looking for better ways to work—leveraging tech, simplifying complexities, and delivering value.
- Empathy at Our Core: We don’t just serve our clients; we build trusted relationships that stand the test of time.
Key Responsibilities
- Preparation and review of R&D claims/AIF’s/reports for submission to HMRC.
- Communicate directly with clients in person or over the phone where appropriate to carry out R&D claims, resolve queries and develop relationships.
- Identification of potential R&D claims and associated discussions with clients and prospects.
- Preparing quotes, budgets, completing work within budget and reporting to Partners on good financial management.
- Provide technical advice and support to colleagues in relation to innovation incentives and tax planning for innovative companies.
- Provide support to partners and relationship managers on relevant client matters and opportunities.
- Ensure planning and cross-selling opportunities are identified and followed up.
- Increase the client base through an organised approach to business development e.g. networking, client recommendation requests, and developing referrer base.
- Coach and train junior staff and trainees in developing their technical, client relationship and business development skills.
- Ensure the Firm’s technical, ethical and compliance procedures are adhered to in all cases.
Skills, Knowledge & Expertise
- CTA/ACA qualified or equivalent
- Will accept qualified by experience in industry
- Technical background in STEM areas whether academically or through industry experience
- Self-starter capable of motivating, driving and developing the team.
- Excellent knowledge of R&D tax legislation and rules.
- Strong knowledge in relevant STEM areas, either through academic background or industry experience.
- Effective communication skills at all levels and inter-personal skills in dealing with clients in person.
- Ability to explain and simplify highly technical points for clients to understand and report writing skills in conveying technical points to HMRC.
- Strong relationship building, networking, and business development skills
Job Benefits
At Menzies, we know that success starts with our people. That’s why we offer:
- Career Development: From learning opportunities to career coaching, we’ll help you achieve your goals.
- Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave, to name a few.
- Flexibility That Works for You: Agile working is embedded in our culture.
- Perks That Go Beyond: From volunteering days to wellbeing initiatives, we care about your whole self.
To find out moreabout our benefits please readhere
About Menzies LLP
Menzies is a proudly independent UK business advisory and accountancy practice with true national coverage and international connections. As a full-service firm with strong sector specialisms, we have a proven track record supporting both businesses, not-for-profits and individuals to successfully reach their financial goals.
We focus on optimising clients’ businesses financially, operationally, and strategically. We employ approximately 1100 trusted advisors in Audit, Tax & Advisory Services, across 11 locations UK wide.
Our industry sector specialisation sets us apart. Expert teams work in collaboration with each other delivering a host of business, tax and commercial advisory projects over and above the market leading assurance and compliance work undertaken for UK and International clients.
We continue to take a relationship-led approach to our client relationships. We use our Brighter Thinking methodology to empower clients with greater confidence and certainty in the face of increasing complexity.
Founded in 1912, Menzies is headquartered in London with coverage nationally in England & Wales and has 1100+ employees and a turnover of £110m. Our clients are mid-size and large privately held corporates, non-profits, and individuals, across the UK and internationally via major market country-desks, and in 157 countries globally through Menzies membership of HLB, the global advisory and accounting network.
For further information, and to apply, please visit our website via the “Apply” button below.
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