R&D Tax Financial Consultant

R&D Tax Financial Consultant (London or Manchester based)

Base salary: £55,000 - £65,000 

Diversity

We’re an equal opportunity employer, dedicated to building a diverse workforce and fostering an inclusive environment, where everyone can thrive and be their authentic selves at work. We recognise that the climate crisis intersects with social and inclusion issues, and we’re particularly eager to receive applications from individuals who bring diverse perspectives, including people of colour, the LGBTQ+ community, people with disabilities, neurodivergent individuals, parents, carers, and those from lower socio-economic backgrounds. We also value different experiences and encourage applicants whose backgrounds may not exactly match the criteria in the job description to apply. 

About the role 

This pivotal R&D Tax Financial Consultant role will see you transform complex climate technology breakthroughs into compelling, HMRC compliant R&D tax credit financial claims that unlock vital government support for pioneering businesses. You’ll work directly with visionary founders and CEOs behind breakthrough technologies - from EV software and sustainable materials to smart building solutions and novel carbon capture innovations. As part of Europe’s largest cluster of climate tech companies, your work will directly contribute to scaling these essential technologies and accelerating the transition to a low carbon future.

Ideally CTA,ATT or CCAB qualified, you’ll be technically proficient with strong R&D tax knowledge and at least three years’ experience preparing the financial side of R&D claims. Acting in both a compliance and advisory capacity, you’ll be the first point of contact for clients and team members alike, so strong communication skills and a natural ability to build relationships are essential.

You’ll need to bring high attention to detail, a can-do approach to problem solving, and the self motivation to see projects through to completion on time and to a high standard. If you’re excited by the idea of playing a key role in securing innovation funding for the UK’s leading climate tech scale ups, working alongside a team that shares your passion for sustainability, we’d love to hear from you.

Key responsibilities:

• Prepare robust R&D tax claims, including detailed analysis of financial transactions to identify qualifying costs and apply accurate cost allocation and relief calculations in line with HMRC guidance; 
• Maintain a strong working knowledge of the different R&D tax schemes available and the eligibility criteria for each; 
• Liaising effectively with external bodies such as HMRC, responding promptly to any questions to ensure smooth claim processing;
• Manage a portfolio of clients, delivering excellent customer service and building trusted relationships to support long term growth;  
• Supporting the business development team and Head of R&D Tax in identifying opportunities to add value and innovation through R&D tax planning, representing the business at industry events and helping to grow the firm’s profile;
• Apply a commercial mindset to strategically drive the growth of the R&D tax offering and promote tax capabilities across the wider team;
• Proactively identify R&D tax planning opportunities during reviews and confidently raise these senior stakeholders and partners;
• Share R&D tax knowledge with colleagues, contributing to the training and helping to strengthen the firm’s overall technical ability;
• Keep up-to-date with changes in R&D tax legislation and best practice to maintain a high standard of technical advice;
• Prepare and file CT600 and CT600L amendments for submission to HMRC, ensuring accuracy and compliance.

Requirements

We expect you to have 

• Ideally CTA, ATT or CCAB qualified, or qualified by experience;  
• 3-5 years’ experience in R&D tax consultancy or R&D tax within an accountancy practice, with in-depth knowledge of UK R&D Tax Credits legislation;
• Strong technical proficiency with an excellent working knowledge of the R&D tax schemes, including the CIRD guidelines;
• Excellent written and verbal communication skills, with the ability to provide proactive advice to clients and discuss opportunities confidently with partners;
• A collaborative approach, a good listener, supportive team player and someone who encourages others;
• A high level of attention to detail, with strong analytical and creative problem solving skills;
• Self motivated and organised, with the ability to deliver work to deadlines;
• A genuine interest in sustainability and climate solutions, you’ll share our mission driven mindset and want your work to make a positive impact.

Desirable

• Experience working on HMRC R&D tax enquiries or compliance checks;
• Confidence using accountancy, tax and MS software, experience with Xero, QuickBooks, TaxCalc and Taxfiler is an advantage;
• Experience working with tech start ups or scale ups is an advantage.

Benefits

Excellent benefits package include; 

• Hours: Full-time, 40 hours per week. Flexible working (with minimum 3 days in either the London or Manchester office)
• Salary: £55,000-£65,000 per annum

• Based: Ideally in London (will also consider Manchester-based applicants) 
• 25 days Holiday + Bank Hols
• Monthly Wellness Day (time to rest & recharge)
• Enhanced Pension Scheme

Recruitment process

• 30 min phone screening interview

• Two-stage, in-person interview, in-person exercise that aligns with the work that you will be delivering

About Sustainable Ventures

We’re Europe’s largest ecosystem of climate tech startups. Following our recent expansion of our Central London headquarters, we’re focused on our mission to develop 1000 new businesses by 2025, and expand our operations across UK regions.

Our impact on the planet’s climate and its natural resources is being felt more often and by more people than ever before. It is clear that significant changes must be made to achieve the targets set by the IPCC and reach Net Zero by 2050. This presents the world’s biggest challenge and it is something that SV has been addressing since 2011. 

We believe in the power of commercial innovation to address the twin challenges of climate change and resource scarcity.