R&D Tax Manager

Sumer NI; Belfast City District; On-site; GBP 60,000 - 90,000; Full time

Job summary

Sumer NI is looking for an experienced R&D Tax Manager to oversee a portfolio of clients from inception to submission, leading a team and ensuring compliance with R&D criteria. You will engage clients, deliver seminars, improve record-keeping processes, and handle HMRC enquiries.

The role sits within the Corporate Tax department in Belfast, with responsibilities spanning client engagement, workflow management, and high-quality reporting.

Qualifications

• Demonstratable experience of R&D tax relief.
• Excellent report writing skills.
• Comfortable in client facing role.
• Up to date knowledge of relevant legislation and case law.
• Experience of working as part of a team and managing staff.
• Able to manage both staff and jobs to ensure all relevant deadlines are met.

Responsibilities

• Manage portfolio of clients from inception to review.
• Ensuring smooth processing of jobs from information collection through to submission.
• Organise workflow to ensure prompt completion of jobs.
• Manage team throughout the R&D process and ensure deadlines are met.
• Organise educational seminars with clients and present either in person or via Teams.
• Work with clients to improve their record keeping and approach.
• Interview clients with junior staff and ensure all R&D criterion are being met.
• Deal with any HMRC enquiries that may arise.
• Ensure Reports are complete and of a high standard before final review by Senior Tax Manager/Director.

Skills

R&D tax relief experience

Excellent report writing

Client facing

Legislation & case law knowledge

Team management

Deadline management

Job description

Description

Join Sumer Ni’s growing Innovation Tax team and play a key role in helping innovative businesses access valuable R&D Tax incentives.

Department: Corporate Tax

Location: Belfast

We are looking for an experienced and detail oriented R&D Tax Manager to oversee a portfolio of clients, ensuring the smooth processing of claims from inception to submission. In this role, you will lead a team, manage workflows, and ensure compliance with R&D criteria while maintaining high-quality reporting standards. You will also play a key role in client engagement, delivering educational seminars, improving record-keeping processes, and handling HMRC enquiries.

Key Responsibilities

• Manage portfolio of clients from inception to review
• Ensuring smooth processing of jobs from information collection through to submission
• Organise workflow to ensure prompt completion of jobs
• Manage team throughout the R&D process and ensure deadlines are met
• Organise educational seminars with clients and present either in person or via Teams
• Work with clients to improve their record keeping and approach
• Interview clients with junior staff and ensure all R&D criterion are being met
• Deal with any HMRC enquiries that may arise
• Ensure Reports are complete and of a high standard before final review by Senior Tax Manager/Director
• Assist in the training of junior staffBusiness Development

Skills, Knowledge & Expertise

• Demonstratable experience of R&D tax relief
• Excellent report writing skills
• Comfortable in client facing role
• Up to date knowledge of relevant legislation and case law
• Experience of working as part of a team and managing staff
• Able to manage both staff and jobs to ensure all relevant deadlines are met

Belong @ Sumer

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.