Tax Incentives, R&D Manager, Financial Services

ICAEW; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Private medical cover

Flexible working arrangements

Volunteer days

Job summary

ICAEW in London seeks an experienced R&D Tax Manager to join the Financial Services Tax Innovation & Capital Incentives team. The role is client facing from day one, leading relationships, overseeing R&D reliefs, Patent Box and Capital Allowances claims while applying HMRC guidance.

Expect to coach juniors and contribute to project delivery across the firm. You will work with senior managers, use AI tools to support reports, and seek opportunities to add value for clients across the firm.

Qualifications

• Strong understanding of R&D regimes and R&D claims preparation.
• Ability to lead client calls and provide documentation for HMRC filings.
• Autonomy to manage development and partner with clients.
• Passion for client service and ability to handle multiple stakeholders.

Responsibilities

• Lead and coach junior staff, sharing knowledge.
• Manage client relationships and project delivery with deadlines.
• Collaborate with senior managers to support client engagements.
• Prepare and review technical summaries and numerical claims for HMRC.
• Identify opportunities to add value across the firm and with clients.
• Engage in business development and win work for existing and new clients.
• Coordinate with tax teams and other lines of service.

Skills

Client relationship management

Leadership & coaching

Interpersonal skills

Autonomy

Project delivery

Education

Professional tax qualification (CTA/ACA/ACCA)

Job description

About the role

We are looking for an R&D Tax Manager to join our Financial Services Tax Innovation & Capital Incentives (ICI) team. The ICI team has a wide range of clients across all areas of financial services including insurance, banking, fintech, payment companies, asset management and many more.

We advise businesses on HMRC incentives including Research & Development reliefs, Patent Box claims and Capital Allowances claims which are effective tools to reward their innovation & technological development. Our aim is top quality client experience delivering in a way that differentiates us from our competitors.

Whilst we are focused on financial services, we operate across multiple offices as part of a wider national network. Our team includes individuals with experience across general tax, audit and industry backgrounds, all bringing different skills, qualities and perspectives to ensure that we are delivering an exceptional service to our clients. 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 (e.g., 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.