Assistant Manager/Manager: Innovation Taxes

We are looking for enthusiastic professionals with an interest in developing a career within Innovation Taxes (R&D and patent box) / science / technology to join a high profile team within our London office.

The role would be a mixture of fee earning work and BD / marketing. Ideally the person will get involved with the following:

Core Responsibilities

• Line management of members of the R&D team and ensuring the development of the necessary skillset and career progression
• Leading R&D meetings with clients, building and developing effective working relationships with colleagues, intermediaries and other networks to develop further opportunities and business over time
• Identification of qualifying R&D projects and expenditure through participation in technical and financial discussions with clients
• Undertaking technical and financial assessments and producing summaries
• Revision of technical and financial assessments prepared by other members of the team
• Ensuring R&D claims meet the requirements of relevant tax legislation and guidelines
• Preparation of R&D claim financial calculations and liaison with both internal and external tax teams to ensure tax returns and computations correctly reflect the outcome of technical assessments
• Project management of claims such as liaison with clients, colleagues and HMRC to ensure claims are optimised and deadlines are met
• Contributes to the development of solutions to complex technical problems
• First point of contact with clients
• Actively developing and promoting, both internally and externally, the firm’s R&D tax offering
• Continuously developing own knowledge and skills and to keep technical knowledge up to date
• Representing the Firm at seminars, presentations and other events

Business Development

• Maintenance of the ‘R&D’ and ‘Patent Box’ website pages
• Refreshing the R&D case studies each year
• Reviewing and updating tax flyers: ‘R&D’; ‘Patent Box’; ‘Making the most of your assets’; ‘Invent it, make it, sell it’
• Maintaining and updating the R&D report template and patent Box calculator
• Identifying post 1 April / Budget/ other technical changes and disseminating these internally and externally
• Assistance with innovation tax related tax alerts / articles for press
• Collating the firms annual statistics and annual ‘credentials’
• Help running the Innovation Taxes meetings

Requirements

• A business degree and/or other finance degree/qualification would be an advantage (but not necessary)
• Previous experience of (R&D) in a relevant science or engineering sector and/or academic environment would also be an advantage (but again not necessary)
• Excellent knowledge of UK R&D tax relief schemes and claim quantification
• Proven experience of managing several projects simultaneously, and experience in working within a business unit with internal and external clients
• Proven experience of working independently on R&D tax relief claims for both small and large companies, with proven record of comfortably liaising with Managing Directors, Financial Directors, CEOs, CTOs etc.… of such companies
• Willingness to train, supervise, manage and take responsibility for new staff joining the team
• Proven track record of working under pressure and towards deadlines
• Excellent communication (both spoken and written) and people skills with the ability to translate complex ideas into non-technical concepts
• Strong numerical ability
• Curiosity, awareness and an interest in the fields of science, technology and innovation
• Be highly proactive in the approach to new work opportunities
• Team player and ability to work on own initiative
• Able to project a professional, credible image
• Ability to demonstrate a high level of commercial awareness