Tax Manager (R&D Tax Relief)

Sumer Group Holdings Limited; Remote; GBP 55,000 - 75,000; Full time

Job summary

A leading financial services firm is seeking an experienced Tax Manager for R&D Tax Relief. This remote position involves managing a portfolio of clients, ensuring compliance, and high-quality reporting. The successful candidate will lead a team, improve client record-keeping, and handle HMRC enquiries. The firm offers competitive salaries, continuous training, and a diverse workplace culture. Join a collaborative team that values social responsibility and provides a friendly atmosphere for personal and professional growth.

Benefits

Competitive salary and benefits

Continuous training and development opportunities

Diverse and inclusive culture

Support for charities and community initiatives

Fun and friendly atmosphere

Qualifications

• Experience in managing a portfolio of clients in R&D tax relief.
• Proven ability to ensure smooth processing of claims and high-quality reporting.
• Experience organizing educational seminars for clients.

Responsibilities

• Manage portfolio of clients from inception to review.
• Organize workflow to ensure prompt completion of jobs.
• Deal with HMRC enquiries that may arise.

Skills

Demonstrable experience of R&D tax relief

Excellent report writing skills

Comfortable in client facing role

Up to date knowledge of relevant legislation and case law

Experience of working as part of a team and managing staff

Able to manage both staff and jobs to ensure all relevant deadlines are met

Job description

Tax Manager (R&D Tax Relief)

Department: Corporate Tax

Employment Type: Permanent

Location: Remote

We are looking for an experienced and detail oriented R&D Tax Manager to work remotely and oversee a portfolio of clients, ensuring the smooth processing of claims from inception to submission.

In this role, you will lead a team, manage workflows, and ensure compliance with R&D criteria while maintaining high-quality reporting standards. You will also play a key role in client engagement, delivering educational seminars, improving record-keeping processes, and handling HMRC enquiries.

The role is remote-based, operating as part of Sumer Northern Ireland, with responsibility for servicing clients across Great Britain.

Key Responsibilities

• Manage portfolio of clients from inception to review
• Ensuring smooth processing of jobs from information collection through to submission
• Organise workflow to ensure prompt completion of jobs
• Manage team throughout the R&D process and ensure deadlines are met
• Organise educational seminars with clients and present either in person or via Teams
• Work with clients to improve their record keeping and approach
• Interview clients with junior staff and ensure all R&D criterion are being met
• Deal with any HMRC enquiries that may arise
• Ensure Reports are complete and of a high standard before final review by Senior Tax Manager/Director
• Assist in the training of junior staff
• Business Development

Skills, Knowledge & Expertise

• Demonstratable experience of R&D tax relief
• Excellent report writing skills
• Comfortable in client facing role
• Up to date knowledge of relevant legislation and case law
• Experience of working as part of a team and managing staff
• Able to manage both staff and jobs to ensure all relevant deadlines are met

Job Benefits

• We offer competitive salaries and benefits, including pension, benefits hub, and an agile working policy.
• We provide continuous training and development opportunities, as well as mentoring and coaching from senior staff.
• We have a diverse and inclusive culture, where you can work with colleagues from different backgrounds and perspectives.
• We have a strong social responsibility ethos, and we support various charities and community initiatives
• We have a fun and friendly atmosphere, where you can enjoy social events and team building.