Tax Senior Manager Research and Development

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Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Job Description

Would you like to work closely with an open and transparent team who collaborate to provide ideas? The R&D team has a portfolio of interesting large and complex clients and invests time in delivering exceptional service. This entrepreneurial business line fosters a spirit and culture that people enjoy.

Working alongside Partners/Directors or independently, you will identify, prospect for, and deliver support and advice regarding R&D tax credits to both existing and new clients. This includes advising clients on the quantum of claims, identifying and analyzing qualifying expenditure, and preparing claims submitted to HMRC. A significant part of the role will involve business development, utilizing your specialist R&D tax expertise to identify new opportunities for claims for both new and existing clients, as well as leveraging your network of potential clients and intermediaries.

Qualifications

• Significant tax experience gained within the profession and/or industry.
• Significant R&D tax experience working with a variety of clients in terms of size, complexity, and sector focus.
• Knowledge of HMRC's processes for reviewing claims and understanding what constitutes qualifying activities for R&D tax incentives.
• Demonstrable understanding of UK and International businesses and how R&D tax services can be effectively delivered to benefit them.
• Demonstrable track record of business development, winning business from both new and existing clients.
• Technically capable adviser able to manage complex client work.
• Demonstrable experience of managing people and clients.
• Project management experience.
• Experience dealing with senior stakeholders both internally and externally.

Professional Qualifications and Education

• Finance, accounting, economic, or engineering qualification.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary.
• Private medical insurance.
• Life assurance.
• Pension contribution.
• Hybrid working model (role dependent).
• Generous holiday package.
• Option to purchase additional holiday.
• Shared parental leave.

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organization. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and can achieve their full potential in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.