Incentives & Reliefs Assistant Manager

SW Group; Birmingham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading consulting firm is seeking an Incentives & Reliefs Assistant Manager to join their Birmingham office. This role involves managing R&D tax relief claims, interacting with clients, and mentoring junior staff. Ideal candidates will hold relevant tax qualifications and possess strong communication and IT skills.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Fully funded professional training

Qualifications

• Chartered tax advisor or relevant degree in a technical field required.
• Experience in tax incentives and reliefs necessary.
• IT skills, including proficiency in Excel, are essential.

Responsibilities

• Manage a portfolio of R&D clients and their claims.
• Provide training and mentoring to junior staff.
• Prepare and review tax relief claims.

Skills

Proficiency in English

Problem-solving

Strong communication skills

Strong IT skills

Education

Chartered tax advisor (CTA) or accountant (ACA/ACCA/CA)

Degree in natural sciences or technology

Tools

Excel

Job description

Incentives & Reliefs Assistant Manager, Birmingham

Client:

SW Group

Location:

Birmingham, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

43c46382cd51

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

Job Description:

We are seeking a talented individual to join our Incentives and Reliefs team in either our Newcastle/Birmingham or Manchester office.

You will be responsible for assisting managers and directors in managing a portfolio of clients and completing claims for Research and Development tax relief, patent box relief, and other creative industry reliefs. Responsibilities include leading client meetings, completing and reviewing project case studies and claim calculations, and liaising with clients throughout the claim process.

Client work

• Manage a portfolio of R&D clients and their claims, including client relationship and workflow management
• Client liaison on technical R&D claim matters
• Conduct technical client interviews
• Prepare and review tax relief claims, including technical case study reports and claim calculations
• Follow procedures aligned with industry and HMRC guidance

Staff Management and Development

• Liaise with managers and directors
• Conduct appraisals and monitor staff performance
• Provide on-the-job training and mentoring to junior staff
• Address staff questions and support team development

Personal Development

• Engage in on-the-job training, seminars, and courses
• Stay informed about other firm areas to encourage cross-referrals

Qualifications

• Chartered tax advisor (CTA) and/or accountant (ACA/ACCA/CA), or international equivalent OR a degree in natural sciences or technology (e.g., engineering, software development)
• Experience in tax incentives and reliefs
• Proficiency in English and Mathematics
• Strong communication skills
• Problem-solving attitude
• Experience managing people
• Strong IT skills, including Excel proficiency

Additional Information

Benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package and options to purchase additional days
• Shared parental leave
• Fully funded professional training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive environment. We are happy to make reasonable adjustments during the application process.