Wilson Wright LLP

Day to Day Responsibilities Include but Not Limited to:

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We are looking for an experienced and dedicated R&D Senior Tax Manager to take over the day to day running of our R&D service line. The successful candidate will be working with clients across multiple sectors and will take responsibility for the R&D operations and systems, as well as managing and reviewing the works and development of CTA qualified team members and trainees. Reporting into the Corporation Tax Director to provide key metrics regarding deliverables, performance against budget and updates to the processes and policies applied to scoping, quoting, preparing and de-risking the R&D tax relief application process.

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Your work will include:

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• Providing bespoke R&D tax advice to clients, this will include reviewing both domestic and international structures with a view to advising on the eligibility of the UK company to make claims, advising on the likely benefit of making an R&D claim (risk vs reward) and providing, where necessary, risk reviews for new R&D clients who have made historic claims with HMRC.
• Where necessary, assisting our audit team to understand the risks around R&D claims when these have not been prepared internally with a view to adopting the correct position within the financial statements.
• Work with the audit and accounts team to ensure financial reporting disclosures of any claims are correctly represented.
• Work alongside our transactions team to assist with any due diligence work in relation to M&A transactions where R&D claims have been made by a client. This will also include assisting with the preparation of the necessary warranties and indemnities within the SPA.
• Attend relevant professional groups with a view to understanding the current R&D landscape and any developments that may need to be communicated to our clients and internally (i.e., RDCF, DFK UK & Ireland R&D sub group, other third-party groups as appropriate).
• Help to prepare and deliver internal and external training sessions with a view to growing the R&D offering.
• Where appropriate, respond to any Government or HMRC specific consultations.
• Where appropriate, review documentation and agreements in place with a view to establishing whether a particular expense qualifies for relief.
• Leading the team’s R&D tax planning and application assignments from inception to the online submission of R&D tax relief claims.
• Preparing budget estimates for scoping and quoting for both new and recurring works.
• Preparing enquiry response plans alongside budget submissions to respective enquiry insurers.
• Spearheading the expansion of the firm’s provision and systemisation of R&D tax relief claims.
• Undertaking a combination of preparing and reviewing R&D Technical and R&D Financial Reports. Early phases of the role are likely to entail a greater extent of R&D Technical Report preparation with a view to training colleagues to enhance their R&D Technical Report writing toolkit to support the expansion of the R&D tax relief team.
• Providing a varying extent of rigorous feedback regarding the R&D technical narratives produced, to both internal team members and client’s designated Competent Professionals.
• Assisting our dedicated Tax Disputes Resolutions Team with HMRC enquiries into R&D tax relief applications.
• Liaising with both the Tax Disputes Resolutions Team and Accounts/Audit Team to facilitate continued systemisation and growth of the firm’s R&D service line.
• Collaborating with the firm’s internal and external Marketing Teams to communicate the firm’s R&D tax relief offering and expertise.
• Processing financial data from various sources and formats, including grant returns to prepare R&D Financial Reports.
• Using tax software to ensure the correct reporting of R&D claims within Company Tax Returns, together with the requisite supplementary forms (as required).
• Leading junior team members in communicating with HMRC to enquire into unresolved, unremitted, unassigned, or misallocated tax relief amounts.
• Preparing WIP and budget analyses to inform ongoing performance management measures and client billing.
• Actively liaising with clients’ senior management and the wider service line teams to promote the expansion in the R&D service line portfolio.
• Reviewing and reconfiguring internal documents and protocols as necessary, to move provisions in alignment with the ongoing developments in the UK’s R&D tax legislation and submission requirements.

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Qualifications, Knowledge, Experience & Skills Required

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• CTA qualified (desirable) but may also be qualified by experience.
• Demonstrable project and staff management experience.
• Experience using tax software, such as CCH and Alpha Tax, as well as cloud bookkeeping and accounting software to retrieve financial data.
• A minimum of four years’ experience preparing, reviewing, and submitting R&D tax relief applications, including both R&D Technical and R&D Financial Reports, together with the associated CT600L requirements.
• Experience leading, assessing eligibility, scoping, and quoting for both R&D SME Tax Credit and RDEC applications.
• Experience preparing Additional Information Forms and a strong understanding of the rules surrounding Advanced Notification for R&D tax claimants.
• Ability to manage a varied portfolio of clients, spanning multiple sectors.
• Highly proficient with the use of Microsoft Excel, including (but not limited) to data cleansing and analysis skills.
• Ability to process spreadsheet data using VLOOKUP, XLOOOKUP, Pivot Tables and a spread of logical IF functions with logical controls integrated into working papers.
• An awareness of the broad criteria and operation of Patent Box relief (desirable).
• Ability to obtain the relevant information from clients to prepare well-considered, technical, de-risked R&D Technical Reports.
• Ability to prepare accurate quantitative financial analysis with suitable and intelligible control mechanisms.
• Ability to implement effective audit processes and trails to maintain accurate and verifiable records to support the firm’s ability to efficiently access and leverage internal records and workings.

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