R&D Tax Associate (Costings)

CBTax; Manchester; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Commission through client referrals

5% employer pension contribution

BUPA healthcare

Access to latest technology

Flex Benefits

Employee incentives

Recognition and promotions

Job summary

CBTax, based in Manchester, is hiring an R&D Tax Associate for their costings team. The role involves partnering with clients across various sectors, producing financial reports, and managing client relationships throughout the claim lifecycle. Ideal candidates should have a degree in finance or accountancy and strong communication skills. CBTax offers opportunities for progression, a supportive work environment, and an attractive benefits package including a pension contribution and healthcare. The position is office-based in Manchester.

Qualifications

• Degree in Finance, Accountancy, or a related discipline with genuine interest in innovation.
• Self-starter who thrives in a collaborative team environment.
• Comfortable engaging with clients at all levels.

Responsibilities

• Partner with clients to identify qualifying R&D activity and build claims.
• Produce technical and financial reports to HMRC standard.
• Own client relationships end-to-end, maintaining clear communication.

Skills

Strong written and verbal communication

Self-starter

Methodical and organized

Client engagement

Education

Degree in Finance, Accountancy, or related discipline

Tools

Salesforce

Job description

About CBTax

CBTax is an award‑winning, global R&D tax consultancy firm with offices in Manchester, Northampton, Dublin, New York and Dubai, supporting international markets.

Role

R&D Tax Associate (Costings)

Salary: Negotiable

Location: Manchester (office‑based)

Reporting to: Associate Director

About The Role

We’re hiring an R&D Tax Associate to join our costings team in Manchester. This is the financial engine room of the R&D claim — you’ll own the numbers that underpin every submission, working alongside our technical consultants to deliver robust, defensible claims for clients across manufacturing, software, engineering, construction, life sciences and more.

There is endless scope for progression as the business scales across the UK, Ireland and US, so now is the perfect time to join us.

Responsibilities

• Partner with clients across manufacturing, software, engineering, pharmaceuticals and more to identify qualifying R&D activity and build accurate and robust claims
• Produce technical and financial reports to HMRC standard, ensuring accuracy, defensibility, and commercial clarity
• Work cross‑functionally to deliver claims on time and consistently exceed client expectations
• Own client relationships end‑to‑end, maintaining clear, confident communication throughout the claim lifecycle
• Leverage Salesforce to manage pipeline, track progress, and drive operational efficiency
• Stay ahead of R&D tax legislation, HMRC guidance, and sector developments to protect and grow client value
• Proactively identify opportunities to maximise claim value and surface adjacent advisory opportunities
• Contribute to continuous improvement of internal processes, methodology, and quality standards

Qualifications

• Degree in Finance, Accountancy, or a related discipline, with genuine interest in innovation and how businesses grow
• Strong written and verbal communication — clear, confident, client‑ready
• Self‑starter who thrives in a collaborative team environment
• Methodical, organised, and sharp on detail
• Comfortable engaging with clients at all levels and representing CBTax with credibility
• Committed to delivering a standout client experience

Benefits & Perks

• Commission: build your own portfolio through client referrals and earn commission
• Pension: 5% employer pension contribution
• Healthcare: BUPA healthcare to support your health and well‑being
• Tech Scheme: access to the latest technology
• Flex Benefits: tailor your perks to suit your lifestyle
• Employee Incentives: a range of excellent employee incentives to ensure your efforts are rewarded
• Recognition: get seen, rewarded, and promoted