R&D Tax Senior Manager

Job Title: R&D Tax Senior Manager
Contract Type: Permanent
Location: London
Salary: Senior Manager Grade
Reference: R&D1
Job Published: April 02, 2020 17:36

Job Description

The Opportunity:


We are currently looking for high quality candidates who fit the Menzies values and also meet the below job specification requirements to be our new R&D Tax Senior Manager. This is a key position based out of the London office and forms part of the wider Tax service we offer our clients.


This is a leading role within the Firm’s rapidly expanding Innovation and R&D team focused on assisting innovative clients with their tax affairs, including the preparation and submission of R&D and Patent Box claims together with provision of advice around all aspects of the innovation lifecycle.


Key Duties & Responsibilities:


  • Identification of potential R&D claims and associated discussions with clients and prospects
  • Preparation and review of R&D reports for submission to HMRC
  • Deliver corporate tax client services to a high standard; communicate directly with clients on the phone or in person where appropriate to resolve queries and develop relationships
  • Provide technical advice and support to colleagues in relation to innovation incentives and tax planning for innovative companies
  • Provide support to partners and relationship managers on relevant client matters or opportunities
  • Ensure planning and cross-selling opportunities are identified and followed up.
  • Increase the client base through an organised approach to business development e.g. networking, client recommendation requests, and developing referrer base
  • Coach and train junior staff and trainees in developing their technical, client relationship and business development skills
  • Monitor and manage the financial performance of the Innovation and R&D team in line with KPI’s
  • Active contribution to the future strategic direction of the Innovation and R&D specialism and expansion of services around the innovation lifecycle.
  • Ensure the Firm’s technical, ethical and compliance procedures are adhered to in all cases.


 The Person:


  • Eligibility to work in the UK without any restrictions.
  • CTA or ACA qualified
  • Experience of preparing and submitting R&D claims is essential
  • Previous experience of Patent Box claims is desirable
  • High level of R&D technical expertise and R&D tax planning
  • Self-starter capable of motivating, driving and developing the team
  • Effective communication skills at all levels
  • Excellent interpersonal skills in dealing with clients in person and report writing
  • Ability to explain and simplify highly technical point for clients to understand
  • Recognised by clients and internal colleagues as a subject matter expert
  • Collaborates with clients and Menzies’ staff to ensure high quality client service
  • Demonstrates sound judgement, knowing when to refer to more senior experts for guidance and advice
  • Anticipates client needs, drawing on commercial understanding
  • Effectively delegates work within teams, providing meaningful feedback to ensure people develop within the tax community
  • Takes care to support the technical, professional and personal development and wellbeing of team members
  • Highly organised and structured inspiring confidence in others