Manager – Tax Innovation Reliefs & Incentives

Responsibilities

• Manage and work with engagement teams to develop claim methodologies and prepare R&D tax relief and Patent Box claims for submission to HMRC, taking responsibility and accountability for your own and your team’s work.
• Lead meetings with the financial client stakeholders; provide expert advice in relation to innovation advisory services (R&D and Patent Box) and chair/support technical specialists in meetings with senior technical client stakeholders.
• Manage the process for preparing both the technical and financial elements of our client deliverables, ensuring correct quantification of R&D/Patent Box claims and supporting the KPMG technical team documenting the work undertaken by our clients in technically complex projects for submission to HMRC.
• Manage client projects across both tax and technical work streams and handle conflicting resourcing requirements between projects.
• Lead by example in terms of client relationships, technical quality, and service delivery.
• Lead projects and solve problems by advising clients in the application of complex legislation to real‑life situations.
• Lead people, including coaching and developing junior staff.
• Liaise with HMRC specialists to facilitate the agreement of R&D & Patent Box claims.
• Establish and maintain strong client relationships with existing and new clients.
• Build an internal network within the wider tax practice of the firm.
• Lead in progressing business development opportunities and pitch for work with both new and existing clients.
• Deliver comprehensive proposals and take part in presentations/pitches as required.

Qualifications

• You will have a strong finance and taxation background.
• You will have significant industry experience in finance, especially in taxation, including a detailed working knowledge of the R&D tax legislation and its application to correctly quantify claims. Knowledge of Patent Box tax legislation is desirable but not essential.
• Must be able to understand key tax/costing concepts relevant to R&D claim preparation and work within cross‑disciplinary teams.
• Must have excellent problem‑solving skills and critical thinking to help clients apply complex legislation to real‑life situations.
• Excellent communication skills are a must, with the ability to lead finance discussions and explain complex legislative concepts to finance and scientists/engineers who have no prior knowledge of the tax definition of R&D.
• Must be capable of producing high‑quality, professional documentation and reports for C‑suite stakeholders within clients.
• Must be able to demonstrate project‑management skills and an ability to manage own workload and delegate to staff members.
• Tax and accounting qualifications are not essential but would be highly preferable (e.g., CTA/ACA/ACCA qualified or equivalent).

#J-18808-Ljbffr…