R&D Tax - Assistant Manager

Mazars; Poole; Hybrid; GBP 35,000 - 60,000; Full time

Job summary

A global professional services network is seeking an Assistant Manager to join their National Innovation Incentives Team. The role involves leading R&D tax relief claims, managing client relationships, and supporting junior staff. The ideal candidate should have a minimum of 3 years of relevant experience and a strong technical knowledge of UK R&D legislation. This position offers competitive compensation, hybrid working options, and opportunities for career progression.

Benefits

Annual performance-based bonus

Hybrid working options

Comprehensive benefits package

Qualifications

• Minimum 3 years of experience in professional services for R&D tax relief claims.
• Strong technical knowledge of UK R&D legislation.
• Experience with business development and mentorship of junior staff.

Responsibilities

• Lead delivery of R&D tax relief claims for clients.
• Prepare documentation according to UK DSIT requirements.
• Manage project timelines and client relationships.

Skills

Understanding of UK R&D tax relief

Client relationship management

Technical analysis

Project management

Education

Qualified or part-qualified (e.g., ATT, ACA, ACCA, CTA)

Relevant technical background (science, technology, engineering)

Job description

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. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.

About The Team:

We are seeking a professional to join our National Innovation Incentives Team in an Assistant Manager capacity. The successful candidate will support the delivery of R&D tax relief and Patent Box claims, along with wider intellectual property advisory engagements for clients across all sectors (from start-ups to owner‑managed businesses and multinational organisations).

The individual will be expected to play a core role in technical analysis, client engagement and onboarding, claim preparation (inc. technical interviews), initial reviews of work delivered by junior members of the team, and business development support. In addition, you will coach and mentor more junior staff, contribute to quality and risk management, and collaborate with other areas of the business.

What You’ll Do:

• Lead or co‑lead delivery of R&D tax relief and Patent Box (depending on the level of experience) claims for Forvis Mazars clients, including developing claim methodologies, and preparing R&D tax relief claims for submission to the HMRC.
• You will be responsible for writing detailed technical descriptions of clients' projects, while preparing documentation to support R&D claims, based on UK DSIT guidelines. This will include analysing and interpreting tax legislation and R&D incentives guidance as they apply to clients' R&D activities – including identifying eligible activities / costs, quantifying claims, documenting methodologies and liaising with clients' technical and finance teams.
• Manage the project timeline, budget, risk, and resource allocation for less complex assignments; ensuring deliverables meet internal quality standards.
• Serve as the day‑to‑day client contact for your portfolio of engagements, including building and maintaining client relationships and responding to their queries as / when they arise.

What You’ll Bring:

• A minimum of 3 years of relevant experience (or equivalent) in a professional services environment, particularly in relation to preparing UK R&D tax relief (and / or Patent Box) claims.
• A strong level of technical knowledge in relation to the UK R&D legislation.
• Qualified or part‑qualified (e.g., ATT, ACA, ACCA, CTA or equivalent) or strong technical background in science, technology, engineering, or software, with relevant tax or advisory experience.

What We Offer:

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.

We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward‑thinking team, this is a place where you can thrive.

Salaries & Benefits:

At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which is based on experience and benchmarking. We have an annual performance‑based bonus, and regular salary reviews to ensure you are rewarded for your efforts.

You'll enjoy 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 wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?

Location:

Various – This role can be based in our Birmingham Office, Leeds Office, Leicester Office, London Office, Manchester Office, Milton Keynes Office, Nottingham Office or from our Poole Office.

Ready to Grow, Belong, and Impact?

Apply now and join us at Forvis Mazars!

Documents

• FM - 5383 - R&D Tax - Assistant Manager JD.pdf (131.10 KB)