Financial Consultant - R&D Tax Credits

GrantTree; Greater London; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

An innovation funding consultancy is seeking a Financial R&D Consultant to assist clients in preparing R&D Tax Credits claims. This role requires over 2 years of experience in an R&D tax role and a meticulous attention to detail. The successful candidate will work closely with clients and internal stakeholders, providing insights and advice on compliance while managing tight deadlines. Benefits include a competitive salary, flexible working options, and generous holiday. A passion for numbers and client success is essential.

Benefits

30 days paid holiday

Training and development budget

Monthly wellness budget

Parental leave policy

Cycle to Work scheme

Discounted private health insurance

Season ticket loan

Charity leave

Regular social events

Access to mental well-being resources

Qualifications

• Minimum 2+ years' experience in an R&D tax role.
• In-depth knowledge of CIRD and BIS guidelines.
• Experience in HMRC enquiry processes.

Responsibilities

• Prepare all financial aspects of clients' R&D claims.
• Advise clients on changes to R&D Tax Credits scheme.
• Connect with internal stakeholders to deliver funding.

Skills

R&D tax role experience

Tax credits claims delivery

Client communication

Attention to detail

Ability to meet deadlines

Job description

Do you love the thought of working with a wide variety of clients, from nimble startups to large manufacturers, using your numeric nouse to drive the financial side of their tax credit claims?

If this sounds like you, read on!

GrantTree is an innovation funding consultancy specialising in R&D Tax Credits and Grants. We work with some of the UK’s most innovative companies, helping them to maximise their government funding opportunities. We have ambitious plans for the years ahead and are looking for bright, motivated, and conscientious people to join our R&D tax credits delivery team.

That’s where you come in!

As a Financial R&D Consultant, you’ll be helping GrantTree’s clients prepare fully-compliant claims for R&D Tax Credits. You’ll share your experience and a deep understanding of the R&D Tax Relief schemes, as well as support in business development. You will also be assisting our Enquiry Defence team, helping new and existing clients resolve HMRC compliance checks.

As part of our rapidly growing team, you’ll be working with internal stakeholders such as our Customer Success Managers to ensure all of the financial and technical information is collated to complete the required reports to file a claim. We are looking for future talent who are as good with people as they are with numbers. If you have a passion for technology, a head for figures, and a love of learning, then you could help hundreds of companies a year bring the future closer.

On a typical day, you might:

• Work closely with our clients’ founders and technical leads to prepare all financial aspects of their R&D claims.
• Proactively provide advice to clients on legal and legislative changes to the R&D Tax Credits scheme.
• Connect with internal stakeholders across the business to deliver government innovation funding to meet high levels of expected client service and internal and external deadlines.
• Regularly attend meetings, actively participate in process improvements and help generate solutions to our clients’ R&D tax matters.
• Assess the impact of changes in the tax law on your client book.

Requirements

• Minimum 2+ years' experience in an R&D tax role
• Immaculate experience in delivering tax credits claims, or equivalent, including in-depth knowledge of the CIRD and BIS guidelines beyond what typically qualifies and how relief is calculated.
• Led HMRC enquiry processes in both written and face-to-face exchanges, achieving successful outcomes for your clients.
• Knowledge of non-R&D specific tax legislation such as Group Relief.
• Experience in servicing a large client book of clients featuring both SMEs and large companies and in delivering more value to these clients.
• Confident working on tight deadlines while maintaining high service levels with keen attention to detail.
• Comfortable communicating with CEOs, CFOs, and founders via email, phone, and in-person.
• Preferably London based

Benefits

For this role, the salary will be £40,000.00-£50,000.00 (London Based Only), depending on experience. In addition to your salary, we are offering a place where you can be yourself, develop your skills and fulfil your potential. We also have a flexible approach to working. So, outside of your three-month training period, you can work from wherever you are most productive.

Other benefits include:

• 30 days paid holiday
• Training and development budget
• Monthly wellness budget
• A generous and inclusive parental leave policy
• Cycle to Work scheme
• Discounted private health insurance
• Season ticket loan
• Study, pawternity and charity leave
• Regular social and wellness events
• Access to premium platforms like Spill for mental well-being

Equal Opportunities

Teams are stronger when they have a diverse range of people. We welcome applications from everyone, regardless of the categories they put themselves in. We also encourage talented ‘square pegs’. If you think you’re the right person for the job even though you don’t quite fit the role spec, be daring and apply! Tell us why you're perfect in your cover letter. We'd love to hear from you!