R&D Financial Analyst – Expanding Specialism

Overview

In this role you support the Innovation Tax team by turning complex financial data into accurate R&D tax relief claims. You work with payroll, ledgers and project costs to prepare claim schedules and robust audit trails. You’ll collaborate with experienced managers to build specialist knowledge in R&D tax incentives and help diverse clients access incentives that support growth. The position combines financial analysis with tax compliance in a client-facing, specialist environment.

Pay / Benefits

• collaborative team environment
• career progression opportunities
• inclusive working culture

Responsibilities

• Collate and analyse client financial information (payroll, ledgers, invoices, project costs)
• Prepare detailed R&D claim schedules for qualifying expenditure
• Reconcile claim calculations with accounting records and tax schedules
• Support apportionment calculations for mixed qualifying/non-qualifying spend
• Document assumptions and provide audit trails for compliance
• Identify anomalies and raise queries with R&D Managers and clients
• Prepare financial inputs for additional information forms and claim reports
• Manage multiple client files and maintain working papers/evidence packs

Key requirements

• Proven experience in finance, accounting, audit, tax, R&D tax support or financial analysis
• Strong Excel capability (reconciliations, pivots, data analysis, working papers)
• Ability to interpret payroll, ledger, invoices and project cost data
• Attention to detail and ability to identify anomalies
• Knowledge of R&D Tax Relief qualifying cost categories or ability to learn quickly
• Strong organisational skills with multiple deadlines
• Understanding of supporting evidence, audit trails and HMRC compliance
• Strong problem-solving and communication skills to explain concepts to non-specialists

• attention to detail
• problem-solving
• clear communication
• Excel (reconciliations, pivots, data analysis)
• interpretation of payroll and ledger data
• knowledge of R&D Tax Relief categories

…