Specialist Tax Consultant (R&D)

Date: December 17, 2021

To apply please send your CV and cover letter to mehul@catax.com along with anything else you wish to provide.

 

About the job 

  • Catax are experts in specialist areas of tax relief, including Capital Allowances, Research & Development (R&D), Remediation of Contaminated Land and the Patent Box, and Grants Services. With over 13 years of experience, we have identified over a quarter of a billion pounds in tax benefit for thousands of clients to date. We are trusted partners with many of the UK’s top accountants, solicitors, the Law Society, ICAEW and IFA, amongst other industry bodies
  • The Specialist Tax Consultant team act as the primary interface with clients, understanding what R&D has been carried out, how much tax relief the client is entitled to and informing clients on how to maximise their future claims  
  • Specialist Tax Consultants typically meet with multiple clients a week, either in person or virtually, to identify projects that qualify for the scheme and their respective costs to execute. These meetings form the basis of the amendment of the tax returns and an accompanying technical report prepared by a Tax Analyst and the Specialist Tax Consultant, respectively

Responsibilities 

  • To manage complex claim compilations and engaging directors/C-level executives and corporate customers
  • To review financial documentation and establish qualification of candidate claimants
  • To explore potential R&D activity in a detailed, thoughtful and considered manner with subject matter experts
  • To identify the most effective and concise justifications for projects that qualify for R&D tax relief by being able to explain the technological baseline from first principles, relative advances in knowledge and descriptions of technological/scientific challenges
  • To author high-quality narrative reports that efficiently and effectively communicate robust justifications for projects that qualify for R&D tax relief by being able to explain the technological baseline from first principles, relative advances in knowledge/capability and descriptions of technological/scientific challenges
  • To explore potential R&D expenditure in an informed and articulate manner with business leaders
  • Effectively explain the impact of future changes in the tax legislation and key areas of focus at HMRC to decision-makers 
  • To maintain diligent records of pertinent information and client interaction
  • To manage relationships with a variety of client-side contacts, including business leaders, technical leads and finance leads, to ensure that all deadlines are met in a timely and controlled manner

Requirements 

  • Full clean UK Driving Licence 
  • Right to work in the UK with no restrictions
  • References
  • Excellent competency at collaborating with members from both internal and client-side teams
  • Strong organisational ability to prioritise and manage workloads 
  • Excellent communication and interpersonal skills 

One of the following: 

  • Experience working in compiling R&D tax relief claims 
  • Quantitative or qualitative research experience  
  • Experience working within a field of science or technology 
  • Experience working in sectors where R&D is prevalent (especially Software Development, Construction and Food Science/Manufacturing) 
  • Quantitative or qualitative research experience  

 Location 

  • This role is fully remote but requires regular in-person meetings with clients throughout the country and monthly attendance in the office (Greater Manchester) for Learning and Development days
  • Car Allowance or Company Car (dependent on fleet availability) is included as part of the package
Level: N/A
Closing Date: N/A
Job Ref: N/A

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