R&D Tax Assistant Manager / Manager

BDO; Liverpool; On-site; GBP 40,000 - 60,000; Full time

Job summary

A prominent accountancy firm seeks an experienced professional for a client-facing role in R&D tax claims. Candidates should have strong tax/accounting qualifications and a minimum of 2 years of relevant experience. The role involves preparing financial aspects of claims and liaising with clients and HMRC. This position offers opportunities for career development and a collaborative work environment.

Benefits

Agile working opportunities

Mentoring and coaching

Collaborative working spaces

Qualifications

• Minimum 2 years R&D Tax experience.
• Experience in efficiently managing a portfolio of work.
• Understanding of accounts and tax computations.

Responsibilities

• Prepare and review financial aspects of R&D claims.
• Undertake financial assessments of claims submitted to HMRC.
• Liaise with technical tax staff for R&D claims preparation.

Skills

Tax accounting qualifications

Strong numerical ability

Attention to detail

Interpersonal skills

Analytical skills

Education

Tax/accounting qualification(s)

Tools

Excel

Job description

Ideas | People | Trust

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.

We’ll broaden your horizons

We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high ‑ growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.

We’ll help you succeed

An exciting opportunity for someone with a tax or accounting and R&D financials background and/or technical or engineering background to work within BDO’s Innovation & Technology Group based in Manchester.

The firm's specialist Innovation & Technology Group, comprises engineers, software programmers and scientists as well as specialist finance professionals such as auditors and tax accountants all of whom are experienced in claiming R&D tax relief. The Innovation and Technology team provide the following services:

• Claiming R&D tax relief
• R&D Allowances (RDAs)
• Grants
• Patent Box
• International R&D relief

The successful candidate will get the opportunity to work as part of the wider Tax team in a diverse team of highly successful tax and industry specialists. The team provides bespoke taxation services to its clients and deals with all queries from basic compliance through to high-level advisory work. It prepares tax returns and computations, carries out tax planning/consultancy work, and deals with HMRC, clients and third parties.

The role and key responsibilities

This is a client facing role where the AM/Manager will be working with clients in all sectors. A key aspect of this role is the ability to build rapport with the client, manage all aspects of the project and prepare and review the financial aspects of the claim from both a quality and ethical standpoint.

In time we would also expect the successful candidate to review the technical elements of the R&D claim. You’ll also be:

• Undertaking the financial assessment of claims and preparing the financial disclosure which will be submitted to HMRC
• Preparation and submission of the R&D Additional Information Form and Pre-Notifications
• Ensuring R&D claims meet the requirements of the relevant tax legislation and guidelines
• Liaison with our technical tax staff on the preparation of tax documents comprising these R&D claims for submission of claims to HMRC
• Supporting R&D Tax Relief claims in the event of HMRC R&D enquiries
• Continuously developing own knowledge and skills and to keep technical knowledge up to date

You will be required to work closely with the senior financial and technical staff of our clients. You will also have extensive client communication. As well as working directly with existing clients, you will also be offered the chance to support business development opportunities and cross-sector R&D.

Key Skills and Qualifications Needed

When you join us, we’ll make your growth our priority. If you can demonstrate the following skills, we can help you go far. The candidate we are looking must have:

• A tax / accounting qualification(s) or technical qualifications
• Minimum 2 years R&D Tax experience.
• Strong numerical ability and excel skills.
• Displays attention to detail, accuracy first time, proven analytical skills as well as an interest in project and company finances, strong numerical ability and the application of tax treatment.
• Experience in efficiently managing a portfolio of work and managing multiple, sometimes conflicting deadlines.
• Ability to interact readily with other financial and technical professionals, have outstanding interpersonal skills and excel in eloquence and concise summary of information.
• Experience in working within a business unit with internal (and external) clients.
• Understanding of accounts and tax computations for the purposes of understanding the benefit to the client.
• High proactivity in the approach to new work opportunities, whilst being a team player and having an ability to work on own initiative.
• Ability to project a professional, credible, and trustworthy image and maintain strict confidentiality.
• Ability to travel to clients' premises for meetings and on-site reviews as well as other offices as needed.

You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

We’re in it together

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.

Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work.

We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the‑art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.

We’re looking forward to the future

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.