R&D Tax Manager

Saffrey LLP; Bristol; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A national tax consulting firm is seeking an experienced Assistant R&D Manager or R&D Manager in Bristol to lead the preparation of R&D claims and manage tax projects. The role requires strong managerial skills and recent experience in R&D tax. The position offers a hybrid work policy, competitive salary, and benefits including a pension scheme and profit-sharing opportunities.

Benefits

Contributory pension scheme

25 days annual leave

Life assurance cover

Flexible benefits

Family-friendly policies

Profit-sharing plan

Discretionary bonus scheme

Qualifications

• Recent practical experience managing an R&D tax portfolio.
• Strong managerial skills and up-to-date working knowledge of R&D tax issues.
• Experience in organizing the delivery of R&D tax work.

Responsibilities

• Lead preparation of R&D claims ensuring compliance with legislation.
• Manage and deliver R&D tax projects focusing on practical solutions.
• Prepare documentation to support R&D claims in line with guidelines.

Skills

Proactive

Leadership skills

Organizational skills

Collegiality

Commercial acumen

Education

CTA and/or ACA/ACCA qualified

Job description

About Us

About Us:We are seeking an experienced Assistant R&D Manager or R&D Manager to join our in-house R&D tax team. Our firm serves a diverse client portfolio spanning various business sectors, offering opportunities to work on a wide range of R&D tax projects.

The role

The role As a member of our team, you will work with senior staff to lead the preparation of R&D claims, ensuring compliance with R&D tax legislation and providing valuable expertise to our clients.

Responsibilities

• Collaborate confidently and knowledgeably with senior colleagues within the R&D, corporate tax, audit, and accounts teams.
• Support client meetings and presentations, explaining our services effectively.
• Assist in identifying opportunities and participating in new business pitches for both new and existing clients.
• Manage and successfully deliver R&D tax projects, emphasizing technical excellence and practical, business-driven solutions.
• Prepare comprehensive documentation in line with UK BEIS guidelines and CIRD manual to support R&D claims while adhering to the firm\'s quality standards.
• Craft technical descriptions of client projects for inclusion in reports to be submitted to HMRC, and edit client-drafted descriptions for improvements.
• Coordinate and participate in interviews with clients\' technical and finance teams, advising on R&D tax relief and qualifying R&D activities and expenditures.
• Contribute to claim methodology development and assist in the preparation of R&D tax relief claims for submission to HMRC.
• Support R&D engagements, including cost monitoring, billing, risk management, deliverables, and client relationships.
• Assist in preparing documentation and liaising with HMRC to address inquiries related to R&D Tax claims.
• Cultivate and maintain strong client relationships, delivering high levels of client service.
• Foster relationships within the firm and externally with clients, identifying growth opportunities and managing client expectations.
• Keep all relevant teams and Partners informed about project responsibilities and any issues that may impact client relationships.
• Collaborate with colleagues across different disciplines to build an internal network.

The Team

Our R&D team is a national team based across different Saffery offices, with a dedicated group of Corporate Tax colleagues specialising in R&D tax. We’re looking for someone to ideally join our Bristol office however location is flexible.

Qualifications and Skills

• Proactive, resilient, and driven with recent practical experience managing an R&D tax portfolio.
• Leadership: Strong managerial skills and up-to-date working knowledge of R&D tax issues.
• Background: Experience in organizing the delivery of R&D tax work, problem-solving, and taking initiative.
• Collegiality: Confidence and professionalism to establish credibility at all levels.
• Business Building: Commercial acumen and a clear understanding of client requirements.
• Qualifications: Preferably CTA and/or ACA/ACCA qualified.

General Requirements

• Ability to work flexibly, including outside of normal working hours and out-of-hours coverage when necessary.
• Willingness to travel to the firm\'s offices as required.

Salary and Benefits

• Salary:We offer a competitive, market-based salary.
• Working Hours: A 35-hour working week with a hybrid working policy, allowing for up to three days per week working from home (core hours are 10-4).
• Benefits: Contributory pension scheme, 25 days annual leave, life assurance cover, flexible benefits, and family-friendly policies.
• Profit-Sharing: Eligibility for the firm’s Profit-Sharing Plan, paid in December.
• Discretionary Bonus Scheme: Our new discretionary bonus scheme for Directors, Senior Managers, Managers and Assistant Managers is effective from 1 April 2024, and where due, payments will be made in July 2025

Why Join Us?

• Work-Life Balance: We offer a supportive work environment with a great work-life balance.