This client-facing and management role, reporting into the director, involves undertaking discovery into businesses’ research and development projects/activities and expenditure to identify and qualify opportunities for tax relief. The role also includes line‑management of consultants carrying out the same: determining eligibility for claimant companies, ascertaining and evaluating technical project detail from subject matter experts (scientists and technologists) for qualification as R&D for tax purposes per legislation and government guidelines, ascertaining and evaluating financial and expenditure information relevant to the R&D projects to quantify the size of the tax relief claim, writing complex technical documents to justify the claim, and defending claims in the case of challenge by the tax collection authority.
Client Responsibilities
- Thoroughly document activity on the company’s internal systems.
- Explore potential R&D activity in a detailed and thoughtful manner with subject matter experts.
- Identify the most effective and concise justifications for projects that qualify for R&D tax relief by explaining the technological baseline from first principles and relative advances in knowledge.
- Review financial documentation and establish the qualification of candidate claimants.
- Author high‑quality narrative reports that effectively communicate robust justifications for projects that qualify for R&D tax relief.
- Explain the impact of future changes in the tax legislation and key areas of focus at HMRC to decision‑makers.
- Maintain diligent records of pertinent information and client interaction, thoroughly documenting activity on the company’s internal systems.
- Manage relationships with a variety of client‑side contacts, including business leaders, technical leads and finance leads, to ensure that all deadlines are met in a timely and controlled manner.
- Apply appropriate client handling best practices and follow complaint‑handling processes.
- Ensure compliance‑related processes are followed for the timely and successful defence of claims under enquiry by the tax collection authority.
- Support consultants on all of the above points when servicing complex, high‑value or high‑ clients.
Value Responsibilities
- Review cases of concern and cancellation requests from consultants.
- Review and drive the development and maintenance of departmental systems and processes to meet company goals and objectives.
- Deliver technical training to colleagues across the business and external sales partners.
- Provide sales‑oriented support, such as presenting at events, supporting in pitches for business and assisting in prequalification calls for new business.
- Involve in HMRC on both existing claims and new clients.
- Author technical resources and articles for use internally and for publication to demonstrate the company’s thought leadership in the field of R&D Tax Relief.
- Work with the Account Management Teams to resolve scheduling conflicts and optimise use of the consultants’ time.
- Perform other duties as assigned.
Education & Experience
- Professional qualification, or degree, such as a Bachelors, Masters, AAT or ATT (or willingness to work towards qualification) is desirable.
- Strong technical understanding of government guidelines, legislation and HMRC guidance regarding the R&D Tax Relief scheme and HMRC policies in maintaining compliance.
- Able to review and interpret an organisation’s financial documents.
- Professional report writing experience (e.g., strategies, reports, briefings).
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