R&D Tax Specialist

R&D Tax Specialist

£30000 - £40000

Manchester - Remote working but team is based in Manchester

Our client is an A-Z Tax Advice & Consultancy function for SME Accountants, to attract, diagnose and deliver tax consultancy and advice, to clients transparently and profitably. Our vision is to get tax advice to those who need it most: SME’s, business owners and their families.

Our Values and Team: We’re really proud of our values because they aren’t something that we just picked out of a hat. They have grown with us over the years:

• Be Real, Be Open, Know Yourself
• Have Heart, Focus & Believe
• Break the Mould & Raise the Bar
• Own Time, Like an Entrepreneur
• Dance, Have Fun & Enjoy the Process
• Your Connection, Your Community

We understand that everyone’s personal values are different. We don’t expect you to be living and breathing ours from the moment you virtually step through the door! But you do need to share and understand our values, and be open and ready to embrace them as they feed into absolutely everything we do.

They are a remote team and we wouldn’t have it any other way. But they are the first to acknowledge it’s not always easy. They have worked hard to build a connection to ensure they all feel supported and it’s something they continue to improve as we learn more.

Getting your digital pants on. We’re remote. Our customers are remote. Social media is a big part of who we are and how we have built our community.

They work with like-minded business owners who run accountancy firms which have embedded cloud accounting into their business. These businesses are looking to (1) increase revenue from existing clients (2) attract a larger bracket of client (3) to offer a more extensive tax service (4) systemise their tax services.

What you need to know:

Reporting to: Director team

Hours: Full time - flexible working - subject to core hours on Mon-Fri for internal and external calls/meetings/collaboration.

Location: Remote, home working with ad hoc in person meet ups in the Greater Manchester area

Duties and Responsibilities:

Working alongside our existing R&D tax specialist, you will:

• Onboard, consult, process and deliver R&D tax relief claims for SMEs ijn line with recent and future legislative changes
• Liaise with introducing accountants to qualify leads, review client banks and discuss cases
• Continuously develop the delivery templates, processes and systems to further improve the delivery of the R&D service
• Work closely with our admin support team to prepare and deliver cases, manage caseloads, the delivery pipeline, and report periodically on case numbers and related financials
• Review and interpret financial data relating to claims, including via Xero and / or statutory accounts.
• Keep abreast of changes in the legislation and guidance, to advise clients
• Keep abreast of changes in the legislation and guidance, to support the updates to the suite of products and services that relate to R&D
• Work with the directors and marketing teams on strategy and growth of the R&D function

Your qualifications and experience:

• Minimum ATT qualified or equivalent accounting qualification
• Previous experience of delivering R&D claims for SMEs (minimum 2 years)
• Previous experience of managing a bank of clients/ client facing role (minimum 3 years)
• Experience of working closely with accountants is preferred
• Previously worked in a customer service role.

Opportunities:

They are a fast growing, profitable fin-tech business which can offer excellent career prospects for the right candidate.

Here’s some benefits you can expect from them:

• Chartered Institute of Taxation qualification support - study materials, legislation books, time off for study and exam plus revision course covered by the company. Exam schedule to be agreed once passed probation - one exam per calendar year.
• 20 days holiday plus bank holidays (holidays will increase over service)
• Annual personal development plans in line with business strategy
• A range of wellbeing initiatives such as wellbeing days and time off for charitable work
• Company matched pension of up to 6% of basic salary
• AXA PPP private healthcare for you
• Annual external CPD budget
• Working from home allowance
• Ad hoc tax free benefits for special occasions
• Company provided mobile phone and laptop

Here’s a few things we are looking for:

• Self-motivated /driven
• Flexible & open-minded
• Reliable and excellent work ethic
• Excellent interpersonal and communication skills - comfortable speaking to new people internally and externally, friendly / approachable
• Excellent numerical skills
• Keen eye for detail
• Commercial awareness / entrepreneurial spirit
• Comfortable with working in a dynamic, innovative business
• Energy and passionate about what you do

If you don’t tick all the boxes above, please don’t rule yourself out, we all learn and grow but it’s important to be real and be willing to grow with us.