R&D Tax Associate Director

Forvis Mazars in the UK; Leeds; On-site; GBP 40,000 - 60,000; Full time

Job summary

Forvis Mazars in the UK is seeking an individual with at least five years of R&D experience to manage the delivery of R&D claims for a diverse client base. The role requires strong technical knowledge of UK R&D tax and an ATT qualification. You will develop methodologies, prepare claims for HMRC, and be the main client contact.

This opportunity also allows for progression within the national Innovation Incentives team. Join a team that values diversity, equity, and inclusion.

Qualifications

• At least five years of R&D experience.
• Experience managing clients across various sectors.
• Strong technical knowledge and broad experience in delivering R&D claims.

Responsibilities

• Develop claim methodologies and prepare R&D tax relief claims.
• Act as the main contact for clients’ R&D tax queries.
• Coach and review work completed by junior staff.

Skills

Technical knowledge of UK R&D Tax

Client management

Business development

Education

ATT (or equivalent) qualification

Job description

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.

You’ll join a collaborative and inclusive team where you’re supported to grow your skills, explore new opportunities, and contribute from day one. You’ll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

About The Team

We are seeking a client facing individual with at least five years of R&D experience to manage the delivery of R&D claims for a diverse national client base. This is an exciting opportunity for an ambitious individual that has experience of managing clients (of various size and across several sectors), the end‑to‑end delivery of research and development claims, whilst also being keen to grow the business by proactively being out in the local market. This role also provides an opportunity for the successful candidate to progress to more senior roles in our growing national Innovation Incentives team. The individual will therefore play an important role in the wider Forvis Mazars’ R&D team by working directly with an established and diverse team of R&D specialists, business stakeholders, and the local leadership team across our Northern offices.

About The Role

• You will develop claim methodologies, and prepare R&D tax relief claims for submission to the 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 client 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.

What We Are Looking For

• Strong technical knowledge of UK R&D Tax and preparation of R&D claims.
• 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).

Ready to grow, belong, and impact? Apply now and join us at Forvis Mazars!

Diversity, Equity & Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people’s unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio‑economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.