Senior Manager – Innovation Reliefs and Incentives – Financial Services

Overview

In this role you guide and deliver innovation incentive engagements, focusing on R&D tax relief and Patent Box claims for a diverse client base. You lead cross-functional engagement teams, coordinate technical and financial work, and advise clients on complex legislation. You’ll manage projects end-to-end, coach junior staff, and maintain strong relationships with HMRC and clients. This is an opportunity to shape advisory services within a top-tier firm and help clients maximise eligible incentives.

Responsibilities

• Lead engagement teams to develop claim methodologies and prepare R&D tax relief and Patent Box submissions to HMRC.
• Own your work and your team’s deliverables, including client meetings with finance stakeholders.
• Chair and support technical specialists in meetings with senior client stakeholders.
• Manage technical and financial elements of client deliverables and ensure accurate quantification of claims.
• Oversee cross-stream client projects (tax and technical) and resource coordination.
• Model best-practice in client relationships, technical quality, and service delivery.
• Lead projects, advising on applying complex legislation to real-life scenarios.
• Coach and develop junior staff and manage workloads with delegation.
• Liaise with HMRC specialists to facilitate R&D & Patent Box claim agreements.
• Establish and maintain strong client relationships and build internal networks within the firm.
• Pursue business development opportunities, prepare proposals, and participate in pitches.

Key requirements

• Strong finance, accounting and taxation background
• Significant industry experience in finance with knowledge of R&D and/or Patent Box legislation
• Ability to understand tax/costing concepts for R&D and Patent Box claim preparation
• Capability to work in cross-disciplinary teams
• Strong problem-solving and critical thinking skills
• Excellent communication and ability to explain complex concepts to diverse audiences
• Ability to produce high-quality client-facing documentation and reports
• Project management skills and workload management
• Tax and accounting qualifications not essential but preferable (CTA/ACA/ACCA or equivalent)

• clear communication
• problem-solving
• leadership
• R&D tax relief
• Patent Box
• Grant applications

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