Senior Manager - Tax Research & Development

Evelyn Partners PS; London; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dynamic professional to join their R&D team. This role involves working closely with a collaborative team to provide expert advice on R&D tax credits to a diverse portfolio of clients. You will leverage your extensive tax knowledge and business development skills to identify new opportunities and manage complex client relationships. The company fosters a culture of innovation and inclusivity, making it an exciting environment for professionals passionate about making a real impact in the financial services sector. If you're ready to contribute to a mission of empowering clients with good advice, this opportunity is perfect for you.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Option to Purchase Additional Holiday

Shared Parental Leave

Qualifications

• Significant tax and R&D tax experience with various clients.
• Demonstrable track record in business development and managing complex client work.

Responsibilities

• Identify and deliver support regarding R&D tax credits to clients.
• Advise on claims, analyze qualifying expenditure, and manage business development.

Skills

R&D Tax Expertise

Business Development

Client Management

Project Management

Tax Knowledge

Stakeholder Engagement

Education

Finance Qualification

Accounting Qualification

Economic Qualification

Engineering Qualification

Job description

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Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here:

Wealth, accountancy and business advisory services / Evelyn Partners

Careers / Evelyn Partners

Job Description

Would you like to work closely with an open and transparent team who collaborate and provide ideas? The R&D team has a portfolio of interesting large and complex clients and the ability to invest time in their clients, providing exceptional service. This entrepreneurial business line has a spirit and culture that people enjoy.

Working alongside Partners/Directors or independently, you will identify, prospect for, and deliver support and advice regarding R&D tax credits to both existing and new clients. This will include advising clients on the quantum of claims, identifying and analyzing qualifying expenditure, and setting this out in claims submitted to HMRC. A large part of the role will be business development, utilizing your specialist R&D tax expertise to identify new potential opportunities to make claims for new and existing clients, and also leveraging your network of potential clients and intermediaries.

Qualifications

Experience required:

• Significant tax experience gained within the profession and/or industry
• Significant R&D tax experience gained working with a variety of clients in terms of size, complexity, and sector focus
• Knowledge of both HMRC's processes regarding reviewing claims, and specific technical knowledge and understanding of what constitutes qualifying activities for R&D tax incentives
• Demonstrable understanding of UK and International businesses and how R&D tax services can be best delivered to benefit them
• Demonstrable track record of business development, winning business from both new and existing clients
• Technically capable adviser who can manage complex client work
• Demonstrable experience of managing people and clients
• Project management experience
• Experience dealing with senior stakeholders both internally and externally

Professional Qualifications and Education

• Finance, accounting, economic, or engineering qualification

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organization. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.