R&D Tax Assistant Manager

About the Firm

Our client is an award-winning firm of chartered accountants and tax advisors, with over 45 partners and more than 600 staff. They provide advice and services to entrepreneurs, fast-growing and owner-managed businesses, large and listed groups, and not-for-profit organisations across the UK and internationally. Their culture is built around support, development, and progression, helping both employees and clients grow together.

They are looking to recruit a Research & Development Tax Assistant Manager to join their Business Tax team. This role sits within a growing corporation tax specialist team, providing proactive corporation tax services to a broad client base across multiple sectors, with a particular focus on software clients. The successful candidate will be client-facing, team-oriented, and capable of meeting deadlines.

Main Duties and Responsibilities

• Managing the delivery of a portfolio of R&D claims for businesses ranging from small companies to large and complex organisations.
• Overseeing the full R&D claim process, including technical report writing and financial assessments.
• Carrying out detailed tax analysis of risks relating to R&D claims based on sector knowledge.
• Reviewing tax computations and R&D implications.
• Analysing client data and developing suitable methodologies for preparing R&D claims.
• Supporting the development of best practice within the R&D team.
• Identifying tax-efficient opportunities for clients and liaising with senior stakeholders on implementation.
• Managing billing and work in progress.
• Line managing junior staff, supporting development, training, and appraisals.
• Assisting with business development activities, including networking events and sector group involvement.

Person Specification

• Ability to deliver work to a high standard with a strong focus on client service.
• Strong client-facing skills with the ability to work independently and as part of a team.
• Ability to influence and negotiate effectively.
• Excellent communication skills, able to engage with stakeholders at all levels internally and externally.
• Creative mindset with the ability to identify tax opportunities and potential risks.

Work-Based Competencies

• Previous experience managing a client portfolio.
• Ideally a software technical background.
• ATT / CTA qualified preferred, but not essential.
• Good Microsoft Office skills, including Outlook, Excel, and Word.