Corporate Tax R&D Associate Director

SW Group; Bristol; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A corporate services firm in Bristol is seeking a Corporate Tax R&D Associate Director to manage a diverse portfolio and develop client relationships. The role encompasses advisory, compliance work, and staff management, requiring significant corporate tax experience and a qualification as a tax advisor or accountant. Competitive salary and benefits offered, including hybrid working arrangements.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contributions

Generous holidays

Qualifications

• Significant corporate tax experience in professional or industry settings.
• Technically skilled tax adviser capable of managing complex client work.
• Experience in managing people and client relationships.

Responsibilities

• Act as a trusted adviser, engaging with clients on broader commercial and strategic issues.
• Manage a portfolio of complex advisory and compliance cases.
• Participate in business development and profile-raising activities locally.

Skills

Client focus with excellent service delivery

Problem-solving with a positive attitude

Strong communication skills

Teamwork and supportiveness

Commercial awareness

Education

Qualified accountant (ACA)

Tax advisor (CTA)

Job description

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Corporate Tax R&D Associate Director, Bristol

Client: SW Group

Location: Bristol, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 8e558c1ff511

Job Views: 6

Posted: 12.08.2025

Expiry Date: 26.09.2025

Job Description

We are looking for a talented and ambitious individual to join the Bristol Corporate tax team in a senior role, managing a portfolio of clients, working with Partners/Directors or independently on complex consultancy and advisory projects in Corporate tax and R&D. A key part of the role involves business development of existing and new clients, as well as developing specialized technical or sector knowledge.

Key Responsibilities

• Act as a trusted adviser, engaging with clients on broader commercial and strategic issues.
• Manage a portfolio of complex advisory and compliance cases.
• Provide exceptional client service and develop client relationships.
• Identify opportunities within the client portfolio.

R&D/Incentives Work

• Manage R&D client portfolios and claims, including client relations and workflow management.
• Communicate with clients on technical R&D claim matters, including financial analysis and technical interviews.
• Prepare and review tax relief claims and provide advice.
• Follow procedures considering legislative changes and HMRC guidance.

Staff Management and Development

• Coordinate with Partners and Directors.
• Conduct appraisals and monitor staff performance.
• Provide on-the-job training for junior staff.
• Address staff questions and collaborate with team members and across the firm.

Practice Development

• Participate in business development and profile-raising activities locally.
• Leverage networks to generate new business and referrals.
• Engage in marketing and PR opportunities.

Compliance

• Ensure procedures follow institute and HMRC guidance.

Qualifications

• Qualified accountant (ACA) and/or tax advisor (CTA).
• Significant corporate tax experience in professional or industry settings.
• Technically skilled tax adviser capable of managing complex client work.
• Experience in managing people and client relationships.
• Business development skills and growth mindset.
• Project management experience.
• Experience working with senior stakeholders.

Key Competencies

• Client focus with excellent service delivery.
• Commercial awareness to deliver value and profitability.
• Teamwork and supportiveness.
• Strong communication skills, both written and oral.
• Problem-solving with a positive attitude.
• Enthusiasm for business development.
• Excellent organizational skills.

Additional Information

Benefits include competitive salary, private medical insurance, life assurance, pension contributions, hybrid working (role-dependent), generous holidays, and more. We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process.