Overview

R and D Tax Manager

South West office

Truro, Plymouth, Torquay, Exeter, Taunton, Bristol, Salisbury or Poole

Brand new role ! You will provide OMB/SME direct tax advisory services to the firm’s high growth business clients. Although the focus is R&D tax credits, there will be many opportunities to develop knowledge and experience in a wide range of tax fields.

About you: 

  • Post qualification experience in a tax environment, exposed to range of complex assignments, or able to demonstrate equivalent
  • CTA and / or ACA / ACCA qualified and willing to work towards the CTA qualification
  • In due course support will be considered for the Advance Diploma of International Taxation if desired and appropriate for the role
  • Experience of working within practice, with the competence to deal with managing a portfolio of clients and assignments
  • Excellent interpersonal skills – able to deal with people at all levels
  • Self-motivated and able to show initiative
  • Accurate and able to work well under pressure
  • Good problem solving skills

What you’ll be doing:

We are seeking an individual who has experience and is keen to develop further in all or any of the following fields, but particularly within the field of R&D tax credits, supporting more senior members of the Advisory team:

  • Complex corporate tax compliance
  • Identification and preparation / submission of R&D tax credit claims working closely with our own in-house non-tax engineering qualified R&D lead manager and supervising R&D tax partner
  • Equity incentives (EMI options for example) and Employment Related Securities
  • EIS / SEIS related matters
  • Corporate finance transaction tax advisory and due diligence
  • Corporate reconstructions / demergers etc
  • International business direct taxes matters and structuring
  • Ad hoc business tax advisory
  • Complex direct tax HMRC enquiries
  • Undertaking client tax work by careful reference to and consistent with the firm’s procedures, to ensure all assignments are completed to a consistently high standard
  • Taking a lead role in and managing the assignment process throughout, investigating and resolving problems that may arise during assignments and notifying the Tax and/or Engagement Partner of progress and of any unresolved issues at the earliest opportunity
  • Documenting work in a clear and concise manner, ensuring all working papers are legible, easy to follow and well presented
  • Technically up-to-date with all relevant tax matters and able to accurately interpret and apply current tax legislation
  • Ensure that work is delivered on time and / or to budget
  • Management of work-in-progress on all assignments ensuring regular and timely billing and assisting with the prompt collection of debtors
  • Reviewing tax work and smaller assignments undertaken by general practice staff, providing coaching (where necessary) and addressing outstanding issues
  • Taking a lead in and proactively supporting colleagues in client / potential client meetings
  • Be involved in internal and external presentations
  • Ensure all outgoing work is appropriately reviewed and authorised in accordance with the firm’s Tax Manual.
  • Liaise with other departments as necessary on client affairs

REF:JPC404A