Assistant Manager - Tax Research and Development

Newcastle Upon Tyne, England, United Kingdom

12/20/2024

Company Description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

Our Research and Development Team are looking for a new Assistant Manager to join the team in Newcastle or Birmingham here at Evelyn Partners.

If you are looking to join a consultative team who excels in their field with a fantastic culture and shared values, please look no further.

Our R&D Team are encouraging and development opportunities are available for those who want to progress their careers.

As R& D Assistant Manager your responsibilities will include among others:

• Acting as a point of contact for the client to develop claim methodologies and prepare R&D tax relief claims and Patent Box claims for submission to HMRC. This will include taking responsibility for client engagement, technical and costing aspects of the project.
• Ensuring HMRC enquiries are responded to for R&D Tax Claims and Patent Box Claims and advising clients on technical issues relating to R&D Tax Claims.
• Establish and maintain strong client relationships with both existing and new clients and work with the client's finance and tax teams to ensure that eligible R&D Tax expenditure and patent income is identified.
  
  

Qualifications

To be successful in this role, you should be:

• Ideally fully ATT/CTA qualified or part qualified and working towards or alternatively a background within an Engineering discipline.
• Strong project management skills and able to manage own workload and inform others of project status
• Capable of communicating confidently with clients and internal colleagues of all levels effectively including dealing with technical and finance staff on a one to one to basis, conducting structured discussions.
• Ability to review documentation from more junior team members and provide constructive guidance to enable the production of high quality work.
• Business development and client facing skills and ability to convert new potential opportunities.
  
  

Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• #Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme