Job Description

The role holder will provide OMB/SME direct tax advisory services to the firm’s high growth business clients. Although the focus is R&D tax credits, there will be many opportunities to develop knowledge and experience in a wide range of tax fields.

What you’ll be doing:

We are seeking an individual who has experience and is keen to develop further in all or any of the following fields, but particularly within the field of R&D tax credits, supporting more senior members of the TAS team:

• Complex corporate tax compliance
• Identification and preparation / submission of R&D tax credit claims working closely with our own in-house non-tax engineering qualified R&D lead manager and supervising R&D tax partner
• Equity incentives (EMI options for example) and Employment Related Securities
• EIS / SEIS related matters
• Corporate finance transaction tax advisory and due diligence
• Corporate reconstructions / demergers etc.
• International business direct taxes matters and structuring
• Ad hoc business tax advisory
• Complex direct tax HMRC enquiries
• Undertaking client tax work by careful reference to and consistent with the firm’s procedures, to ensure all assignments are completed to a consistently high standard
• Taking a lead role in and managing the assignment process throughout, investigating and resolving problems that may arise during assignments and notifying the Tax and/or Engagement Partner of progress and of any unresolved issues at the earliest opportunity
• Documenting work in a clear and concise manner, ensuring all working papers are legible, easy to follow and well presented
• Technically up-to-date with all relevant tax matters and able to accurately interpret and apply current tax legislation
• Ensure that work is delivered on time and / or to budget
• Management of work-in-progress on all assignments ensuring regular and timely billing and assisting with the prompt collection of debtors
• Reviewing tax work and smaller assignments undertaken by general practice staff, providing coaching (where necessary) and addressing outstanding issues
• Taking a lead in and proactively supporting colleagues in client / potential client meetings
• Be involved in internal and external presentations
• Ensure all outgoing work is appropriately reviewed and authorized in accordance with the firm’s Tax Manual.
• Liaise with other departments as necessary on client affairs

Required Knowledge, Skills, and Abilities

• Post qualification experience in a tax environment, exposed to range of complex assignments, or able to demonstrate equivalent
• CTA and / or ACA / ACCA qualified and willing to work towards the CTA qualification
• In due course support will be considered for the Advance Diploma of International Taxation if desired and appropriate for the role
• Experience of working within practice, with the competence to deal with managing a portfolio of clients and assignments
• Excellent interpersonal skills – able to deal with people at all levels
• Self-motivated and able to show initiative
• Accurate and able to work well under pressure
• Good problem solving skills