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