Tax Incentives Assistant Manager
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Tax Incentives Assistant Manager
Role Overview
The Assistant Manager will work within the Tax Incentives team in preparing R&D Tax Credit, Capital Allowances, and Patent Box claims for clients across multiple sectors including technology, manufacturing, life sciences, and financial services.
The role involves analysing financial data, understanding client expenditure, and preparing financial calculations required to support R&D claims submitted to the HMRC.
This position offers strong exposure to tax advisory, financial analysis, and innovation funding, providing an excellent opportunity for someone early in their finance or tax career.
Roles and Responsibilities:
• Manage the preparation R&D Tax Credit, Capital Allowances, and Patent Box claims for clients.
• Analyse project costs to determine qualifying expenditure.
• Perform detailed cost analysis and reconciliations.
• Prepare financial schedules and supporting documentation.
• Ensure claims meet the requirements set by the HMRC.
• Maintain accurate working papers and audit trails.
• Support responses to any HMRC audits or queries.
• Be responsible for managing multiple client engagements.
• Contribute to continuous improvement of claim preparation processes.
Qualifications
• 3+ years post qualification experience in R&D tax credit area with relevant Tax qualifications required
• Demonstrated ability to lead client engagements, manage stakeholder relationships, and deliver high-quality results within tight timeframes.
• Strong Microsoft Excel and financial modelling skills.
• Understanding of financial statements and cost analysis.
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