Tax Incentives, R&D Senior Associate, Financial Services

Pwc; England; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Flexible working

Private medical cover

Virtual GP access

Volunteer days

Job summary

PwC UK is seeking a Senior Associate to deliver R&D tax incentives work for client engagements from day one, leading communications, building relationships, and owning defined workstreams. You will develop technical knowledge, mentor juniors, support business development, and coordinate with stakeholders across the PwC tax team, applying the latest HMRC guidance and leveraging AI tools to draft reports.

You will contribute to client delivery with rigor, adaptability and proactive collaboration,

Qualifications

• Sound understanding of the R&D regimes and practical experience in preparing R&D claims, including developing claim workings and drafting supporting documentation
• Ability to lead yourself and work independently on defined tasks while collaborating with the team
• Strong client service orientation and confidence engaging with client stakeholders at various levels
• Professional tax qualification (CTA, ACA, ACCA) or equivalent work experience, including international qualifications

Responsibilities

• Deliver high-quality work across R&D tax incentive projects and own defined workstreams
• Manage day-to-day client queries and coordinate information requests
• Support project planning and delivery with Managers and Senior Managers
• Use AI tools to prepare formal reports and draft technical summaries for HMRC claims
• Mentor juniors by sharing knowledge and providing coaching
• Identify opportunities to add value for clients and support business development
• Coordinate with PwC Tax Markets and other teams and maintain clear records

Skills

Client relationship

Project management

Communication

Interpersonal skills

Leadership

Coaching

Business development

Stakeholder management

Analytical skills

Attention to detail

Education

CTA/ACA/ACCA or international equivalent

Tools

Excel

AI tools for reports

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 Senior Associate in our team, you will be involved in a wide variety of projects, predominantly covering R&D tax incentives, working as an integral part of engagement teams and taking ownership of defined workstreams. You will be encouraged to take ownership of your development, with support to build your technical knowledge, seek varied project experience and remain familiar with the latest HMRC guidance and legislation. Within our team, legislation and guidance are only part of the picture: you will develop through practical application, coaching and increasing responsibility. We actively encourage you to be inquisitive, ask questions, contribute in meetings and apply your learning to client work from the outset.

What your days will look like:

• Delivering high-quality work across R&D tax incentive projects, taking ownership of defined workstreams and escalating issues appropriately
• Building effective client relationships by managing day-to-day queries, coordinating information requests, contributing to meetings and communicating progress clearly
• Working closely with Managers and Senior Managers to support client relationships, project planning and delivery against agreed scope, quality standards and deadlines
• Using our AI tools to support day-to-day activities, including preparing formal reports for numerical claims filed with HMRC, drafting project technical summaries that explain clients' innovation, and analysing claim data and the application of relevant rules
• Supporting the development of junior colleagues by sharing knowledge, reviewing defined aspects of their work and providing constructive coaching
• Identifying opportunities to add value for clients by connecting their needs with the wider tax team and other teams across the Firm
• Contributing proactively to business development activity, including research, proposal preparation and follow-up for existing clients and new targets
• Coordinating effectively with multiple stakeholders, including colleagues across the Tax Markets, and maintaining clear records of actions, dependencies and deadlines

This role is for you if:

• You have a sound understanding of the R&D regimes and practical experience in preparing R&D claims, including developing claim workings, participating in client technical calls and drafting supporting documentation
• You can demonstrate strong interpersonal skills that enable you to build credibility with clients and collaborate effectively with our team and the wider tax team at PwC
• You possess the ability to lead yourself, work independently on defined tasks, exercise sound judgement and seek guidance at the right time
• You have a passion for client service and the confidence to engage professionally with client stakeholders at different levels of seniority
• You have strong organisational skills and the ability to balance work across several clients, priorities and internal and external stakeholders
• You have a strong track record of clear, accurate and persuasive written communication, with close attention to detailas well as excel and analytical skills sufficient to understand, prepare and explain the numerical aspects of claims
• 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.