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Client:
SW Group
Location:
Manchester, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
a407bb10c2db
Job Views:
3
Posted:
29.06.2025
Expiry Date:
13.08.2025
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Job Description:
We're seeking a talented individual to join our Incentives and Reliefs team in either our Newcastle, Birmingham, or Manchester office.
You will be responsible for assisting managers and directors in managing a portfolio of clients and completing claims for Research and Development tax relief, patent box relief, and other creative industry reliefs. This includes leading client meetings/calls to discuss technical R&D projects, preparing and reviewing project case study documents and claim calculations, and liaising with clients throughout each claim process.
Client work
* Assist in managing a portfolio of R&D clients and their claims, including client relationship and workflow management
* Client liaison on technical R&D claim matters
* Conduct technical client interviews
* Prepare and review tax relief claims, including technical case study reports and claim calculations
* Ensure procedures follow relevant institute and HMRC guidance
Staff Management and Development
* Liaise with managers and directors
* Conduct appraisals and monitor staff performance
* Provide on-the-job training and mentoring for junior staff, including technical and procedural matters
* Address staff questions
Personal Development (Technical & Other)
* Participate in on-the-job training
* Engage in reading, internal meetings, seminars, and courses
* Develop awareness and interest in other parts of the firm to encourage cross-referrals
Qualifications
Experience and skills
* Chartered tax advisor (CTA) and/or accountant (ACA/ACCA/CA), or international equivalent OR a formal university or professional qualification in a natural science or technology field (e.g., engineering, software development)
* Previous experience in tax within incentives and reliefs
* Proficiency in English and Mathematics
* Strong communication skills, both written and oral
* Problem-solving skills and a positive attitude towards solving problems and delivering outcomes
* Experience managing people
* Strong IT skills, including Excel proficiency
Additional Information
Benefits 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
* Season ticket loan
* Eye care support
We value diversity and are committed to an inclusive workplace. We offer reasonable adjustments during the application process. Please inform your Recruiter of any needs.
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