R&D Consultant

Sedulo Group; London; On-site; GBP 35,000 - 65,000; Full time

Job summary

Join a forward-thinking company dedicated to making a positive impact in the community by delivering exceptional R&D tax services. As part of a dynamic team, you will play a crucial role in guiding clients through the complexities of tax relief claims. Your expertise in technical documentation, project management, and client relationship management will ensure that every engagement is handled with precision and care. This role offers a unique opportunity to develop your career while contributing to meaningful projects that drive innovation and growth. If you are passionate about technology and client success, this position is perfect for you.

Qualifications

• Strong writing skills for accurate technical documentation.
• Experience in project management and client relationship management.

Responsibilities

• Deliver R&D tax services and manage client expectations.
• Prepare documentation for R&D eligibility and claims.

Skills

Client Relationship Management

Technical Documentation

Data Analysis

Project Management

Attention to Detail

Microsoft Excel

Accounting Software (Xero, Iris)

Education

Degree in Finance or Accounting

Professional Certification (e.g., ACA, ACCA)

Tools

Xero

Iris

Microsoft Office

Job description

At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:

• Working with our clients to transform their business and personal finances
• Connecting and contributing to the business community in the cities we are located in
• Working with charities by fundraising and influencing change both now and in the future through the Sedulo Foundation
• Being a great place to work and develop your career

About the Role

You will be responsible for the efficient and successful delivery of R&D / Innovation tax services to clients, assisting the R&D / Tax Innovations Specialist to successfully manage a range of tax relief claims for clients. Responsibilities will include but will not be limited to:

• Advising clients regarding the technical application of the R&D eligibility requirements (as set out in the BEIS Guidelines) to the projects undertaken by their company
• Preparing documentation that illustrates how the company projects fulfil the eligibility requirements
• Assist in the quantification of the claims, ensuring that the appropriate costs are incorporated into the claims
• Build relationships both internally and externally with clients in order to identify new R&D related opportunities whilst managing client expectations
• Providing a world class service to existing clients
• Assist with the successful delivery of R&D tax projects, delivering technical excellence through a proactive and business-driven approach
• Collating, reviewing and processing the financial information for the project to maximise the tax relief claim
• Ensuring the claim tracking system is accurate and up to date
• Acting as a point of contact for clients
• Working closely with technical specialists to deliver the most effective claim for our clients
• Working closely with other departments to drive the most client orientated service principles
• Supporting the completion of the weekly and quarterly departmental reports
• Some limited travel to Leeds, London and client sites

Knowledge, Skills and Experience Required

• Enthusiastic technologists, able to think on their feet in a client facing role
• Strong writing skills and able to prepare accurate technical documentation and reports that flow, are grammatically correct and free from spelling mistakes
• Demonstrate attention to detail and a continuous improvement ethos
• Working as part of a team, taking ownership and responsibility for quality and timeliness of overall team output
• Project management and communication to ensure that your individual client engagements are handled efficiently and that the overall team portfolio of clients is managed effectively
• Ability to identify areas of risk, carry out an effective review and know when to refer upwards
• Relationship management skills with ability to manage client expectations
• Use of accounting software such as Xero and Iris is desirable
• Preparation of Profit and Loss and Balance Sheet Accounts
• Data analysis or similar administrative experience
• Advanced use of Microsoft Office, most notably Excel
• Experience using Data / client management systems