Tax Incentives, R&D Manager, Financial Services

Pwc; England; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Private medical cover

Flexible working

Volunteer days (six per year)

Job summary

PwC in the United Kingdom is seeking a Manager to lead R&D tax incentive projects and manage client relationships from day one. You will coach junior staff, own deliverables, and ensure compliance with HMRC guidance as you grow client work.

You will work with Senior Managers to drive project delivery, use PwC AI tools to support reporting, and develop opportunities across the tax team and other service lines. A CTA/ACA/ACCA or international equivalent is preferred.

Qualifications

• Sound understanding of R&D regimes and experience in preparing R&D claims
• Strong interpersonal skills to lead client calls and liaise with PwC teams
• Ability to work autonomously and develop professionally

Responsibilities

• Lead and coach junior staff through coaching and knowledge sharing
• Manage client relationships, deadlines, and question handling
• Support project delivery with Senior Managers
• Utilise PwC AI tools to prepare reports and technical summaries
• Contribute to business development within existing clients and new targets
• Coordinate with colleagues across Tax Markets and other service lines

Skills

Client relationship management

Leadership

Interpersonal skills

Autonomy

Education

CTA/ACA/ACCA or international equivalent

Tools

AI tools

Job description

The role

will be client facing from the outset and you will be typically expected to start building effective working relationships with your clients from day one including leading communications yourself. Relevant R&D incentives and client experience are therefore essential.

As a Manager in our team you will be expected to get involved in a wide variety of projects predominantly covering R&D tax incentives.

You will be encouraged to take ownership of your own development, with support provided to allow you to actively seek new projects and make sure you are familiar with the latest HMRC guidance and legislation. Within our team the legislation and guidance are only part of the picture as you will develop and progress much quicker through your exposure to practical application. We actively encourage you to be inquisitive, ask questions and get involved in meetings from the outset to make sure you are seeing the practical application in action.

What your days will look like:

• Supporting and developing of junior staff, sharing your knowledge and expertise through coaching and recognising the need for all levels of the team to develop through exposure to practical application of the legislation
• Taking a lead role in managing the client relationship which can include managing deadlines, running parts of meetings, handling day to day queries and establishing your role as a trusted contact
• Working directly to Senior Managers in the team to support them in managing client relationships and project delivery
• Using our AI tools to help support your day to day activities, including support with the preparation of formal reports to support the numerical claims for filing with HMRC, preparation of project technical summaries to illustrate the innovation undertaken by our clients; and, assisting with the review of numerical aspects of claims and application of the rules to claims
• Actively considering how we can add value to our clients from within the wider tax team and around the Firm from other lines of service
• Getting involved proactively with business development and looking for opportunities to win work for existing clients of the business and new targets
• Managing multiple stakeholders including our colleagues across the Tax Markets

This role is for you if:

• You have s sound understanding of the R&D regimes and experience in the preparation of R&D claims (specifically, reviewing claim workings, contributing to client technical calls, and preparing supporting documentation)
• You can demonstrate strong interpersonal skills that enable you to take a lead role with clients and also liaise effectively with our team and the wider tax team at PwC
• You have the ability to be autonomous and 'lead self' as you will be required to work independently and take responsibility for your own development
• You have a passion for client service and general enthusiasm is key as you will be encouraged to actively deal with clients at all levels of seniority
• Strong organisational skills are a must in order to manage working on a number of clients across our portfolio, often with multiple stakeholders both internally and externally
• You possess a professional tax qualification (, CTA, ACA, ACCA, or an international equivalent) or have equivalent work experience. This includes international candidates who qualify through experience in their home country

What you'll receive from us:

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions.

We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.

Company

In order to be the leading professional services firm it's important we have the right values, culture and behaviours embedded throughout our organisation, so our work reflects our purpose and we can successfully deliver our strategy.

Our set the expectations for the way we interact with each other, our clients, and in the communities in which we operate. These values, and the behaviours that they require from us, are relevant to all our people regardless of grade.

They support a culture that empowers our people to be the best they can be, through challenging experiences and encouraging our people to speak up to make the firm a better place. We want all our people to understand and embrace the culture and personally feel part of the legacy this will create for our future employees.

We’re a hugely diverse business, bound together by our purpose - to build trust in society and solve important problems for our clients and the communities in which we operate. We believe we can make the biggest impact when our purpose is embedded within everything we do.