Tax Manager (R&D Tax Relief)

Sumer Group Holdings Limited; Remote; GBP 50,000 - 70,000; Full time

Job summary

A leading consulting firm is seeking an experienced R&D Tax Manager to manage a portfolio of clients and ensure compliance with R&D criteria. This remote position involves leading a team, managing workflows, and delivering client seminars. The ideal candidate will possess substantial experience in R&D tax relief and excellent report writing skills, with the ability to meet deadlines efficiently. Competitive salary and benefits are offered, along with training and development opportunities.

Benefits

Competitive salary

Pension plan

Diverse and inclusive culture

Training and development opportunities

Social events and team building activities

Qualifications

• Demonstrable experience of R&D tax relief.
• Comfortable in a client-facing role.
• Able to manage both staff and jobs to ensure all relevant deadlines are met.

Responsibilities

• Manage a portfolio of clients from inception to review.
• Oversee smooth processing of jobs from collection to submission.
• Organize workflow to ensure prompt completion of tasks.
• Lead team throughout the R&D process to meet deadlines.
• Organize and present educational seminars to clients.
• Assist in training junior staff.

Skills

R&D tax relief experience

Excellent report writing skills

Client-facing skills

Up-to-date knowledge of legislation

Staff management experience

Deadline management

Job description

Tax Manager (R&D Tax Relief)

Department: Corporate Tax

Employment Type: Permanent

Location: Remote

Description

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.