R&D Tax Advisory - Associate Director

MAZARS LLP; Moor Side; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A renowned financial services firm in the UK is seeking a specialist to develop R&D tax relief claims and provide expert guidance to clients. The ideal candidate will possess an ATT qualification and strong knowledge of UK tax legislation. This role offers hybrid working options, clear career progression, and a supportive benefits package that values work-life balance and personal growth.

Benefits

Hybrid working options

Career progression opportunities

Comprehensive benefits package

Performance-based bonus

Qualifications

• Demonstrate broad and strong technical tax knowledge and experience.
• Broad experience of managing the financials on clients.
• Experience of identifying opportunities for business development.

Responsibilities

• Develop claim methodologies and prepare R&D tax relief claims.
• Main point of contact for R&D Tax queries and contact HMRC on clients' behalf.
• Write technical descriptions of clients' projects.

Skills

Technical knowledge of UK R&D Tax

Managing client finances

Business development

Strong tax knowledge

Education

ATT qualification or equivalent

Job description

Responsibilities

• You will develop claim methodologies, and prepare R&D tax relief claims for submission to HMRC for Forvis Mazars clients.
• You will be the main point of contact for all Forvis Mazars clients' R&D Tax queries and will contact HMRC on their behalf.
• You will write technical descriptions of clients' projects, while preparing documentation to support R&D claims, based on UK BIS guidelines.
• You will coach and review the work completed by the junior staff within your team.
• Strong technical knowledge of UK R&D Tax and preparation of R&D claims.

Qualifications

• ATT (or equivalent) qualification.
• Demonstrate broad and strong technical tax knowledge and experience.
• Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients.
• Experience of identifying opportunities for business development on tax clients (and ideally across other service lines).

Benefits

• At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You'll be supported to learn, explore and develop from day one.
• With us, you belong to your local team, gain global experience, and make a meaningful impact now and in the future.
• You have the opportunity to progress to more senior roles in our growing national Innovation Incentives team.
• Hybrid working options, allowing you to maintain a healthy work‑life balance, along with clear career progression opportunities that will support your growth.
• Our comprehensive benefits package includes well-being support because we believe in taking care of our people.
• Fair and competitive employer: salary based on experience and benchmarking, annual performance‑based bonus, regular salary reviews.