R&D Manager

Saffery Llp; United States; Hybrid; USD 66,000 - 99,000; Full time

Benefits offered by this job

Hybrid working policy

Contributory pension scheme

25 days annual leave

Life Assurance

Job summary

Saffery LLP is seeking a seasoned R&D tax adviser to lead the preparation and delivery of R&D claims. You will work with senior staff across R&D, corporate tax, audit and accounts teams, supporting client meetings, pitches, and HMRC submissions.

The role emphasises technical excellence, client relationships, and growth opportunities. Expect a hybrid working pattern, travel to offices as required, and involvement in a broad range of R&D engagements while upholding the firm’s quality

Qualifications

• Experience delivering R&D tax work and managing an R&D portfolio.
• Willingness to travel to the firm's offices.
• CTA and/or ACA/ACCA qualifications preferred.
• Knowledge of UK BEIS guidelines and CIRD manual.

Responsibilities

• Lead the preparation of R&D claims and ensure compliance with R&D tax legislation.
• Collaborate with senior colleagues in R&D, corporate tax, audit and accounts teams.
• Support client meetings and presentations and explain services effectively.
• Identify opportunities and participate in new business pitches for clients.
• Manage and deliver R&D tax projects with technical excellence and business-driven solutions.
• Prepare documentation per UK BEIS guidelines and HMRC submissions.

Skills

R&D tax knowledge

Client relations

Presentation skills

Leadership

Education

CTA/ACA/ACCA preferred

Job description

As a member of our team, you will work with senior staff to lead the preparation of R&D claims, ensuring compliance with R&D tax legislation and providing valuable expertise to our clients.,

• Collaborate confidently and knowledgeably with senior colleagues within the R&D, corporate tax, audit, and accounts teams.
• Support client meetings and presentations, explaining our services effectively.
• Assist in identifying opportunities and participating in new business pitches for both new and existing clients.
• Manage and successfully deliver R&D tax projects, emphasizing technical excellence and practical, business-driven solutions.
• Prepare comprehensive documentation in line with UK BEIS guidelines and CIRD manual to support R&D claims while adhering to the firm's quality standards.
• Craft technical descriptions of client projects for inclusion in reports to be submitted to HMRC, and edit client-drafted descriptions for improvements.
• Coordinate and participate in interviews with clients' technical and finance teams, advising on R&D tax relief and qualifying R&D activities and expenditures.
• Contribute to claim methodology development and assist in the preparation of R&D tax relief claims for submission to HMRC.
• Support R&D engagements, including cost monitoring, billing, risk management, deliverables, and client relationships.
• Assist in preparing documentation and liaising with HMRC to address inquiries related to R&D Tax claims.
• Cultivate and maintain strong client relationships, delivering high levels of client service.
• Foster relationships within the firm and externally with clients, identifying growth opportunities and managing client expectations.
• Keep all relevant teams and Partners informed about project responsibilities and any issues that may impact client relationships.
• Collaborate with colleagues across different disciplines to build an internal network. Proactive, resilient, and driven with recent practical experience managing an R&D tax portfolio.
• Leadership: Strong managerial skills and up-to-date working knowledge of R&D tax issues.
• Background: Experience in organizing the delivery of R&D tax work, problem-solving, and taking initiative.
• Collegiality: Confidence and professionalism to establish credibility at all levels.
• Business Building: Commercial acumen and a clear understanding of client requirements.
• Qualifications: Preferably CTA and/or ACA/ACCA qualified.

General Requirements:

• Ability to work flexibly, including outside of normal working hours and out-of-hours coverage when necessary.
• Willingness to travel to the firm's offices as required.
• Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK's 15th largest accountancy firm.
• When you work with us at Saffery, you work with people who know your name, not just a job title. We're a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We're committed to our clients, but also to our greatest asset - our people. Equality, Diversity & Inclusion Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top., At Saffery, we're more than just chartered accountants and tax and business advisers. We're a partner-led and people-focused firm, committed to our clients and honouring our heritage. Since 1855, we've evolved in size and scope, but our unwavering dedication to exceptional client service remains the same. As a proud member of Nexia, a worldwide network of trusted member firms, we've got access to local insight on a global scale. In the UK, Saffery LLP is the 15th largest accountancy firm by fee income, with 90+ partners and 1,200+ staff across nine offices. Overseas, Saffery is represented in Cayman, Guernsey, Geneva, Zurich, Dublin and Dubai.
• A 35 hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4).
• Eligibility for the discretionary bonus scheme
• Excellent benefits including; contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies,
• Eligibility for the firm's Profit-Sharing Plan. Paid in December.