Overview
The role involves developing claim methodologies and preparing R&D tax relief claims for submission to HMRC for Forvis Mazars clients. You will be the main point of contact for all Forvis Mazars clients' R&D Tax queries and will contact HMRC on their behalf. You will write technical descriptions of clients' projects and prepare documentation to support R&D claims based on UK BIS guidelines. You will coach and review the work completed by junior staff within the team.
Responsibilities
* Develop claim methodologies, and prepare R&D tax relief claims for submission to HMRC for Forvis Mazars clients.
* Be the main point of contact for all Forvis Mazars clients\' R&D Tax queries and contact HMRC on their behalf.
* Write technical descriptions of clients\' projects, while preparing documentation to support R&D claims, based on UK BIS guidelines.
* Coach and review the work completed by the junior staff within your team.
* Demonstrate strong technical knowledge of UK R&D Tax and the preparation of R&D claims.
Qualifications
* At least five years of R&D experience to manage the delivery of R&D claims for a diverse national client base.
* ATT (or equivalent) qualification.
* Demonstrate broad and strong technical tax knowledge and experience.
* Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients.
* Experience of identifying opportunities for business development on tax clients (and ideally across other service lines).
About Forvis Mazars
At Forvis Mazars, we\'re always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You\'ll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you\'ll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
This role also provides an opportunity for the successful candidate to progress to more senior roles in our growing national Innovation Incentives team. The individual will therefore play an important role in the wider Forvis Mazars\' R&D team by working directly with an established and diverse team of R&D specialists, business stakeholders, and the local leadership team across our Northern offices.
Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We\'re united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you\'ll be empowered to shape your career, contribute your ideas, and make a difference from day one.
Benefits & Career Growth
We offer hybrid working options to support work-life balance, with clear career progression opportunities. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. We also provide a competitive salary based on experience, an annual performance-based bonus, and regular salary reviews.
If this sounds like the kind of place where you can thrive, we want to hear from you.
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