Job Description

Company Description

S&W a top ten UK accountancy and advisory firm. Since 1881, we've worked with our clients to unlock opportunities and navigate the challenges of a changing world. As a trusted partner, we bring clarity to clients with complex requirements, shaping solutions that make a difference. Offering a broad range of services spanning business and private client tax advice, assurance and business services and a suite of advisory and digital services, we work with clients to understand their needs, uncover value and support every stage of business and of life. We believe this is how we can best support our clients' growth.



It's our vision to be the go-to professional services firm for sophisticated businesses and private clients with complex needs and our success hinges on our people. We are a team of highly skilled and passionate professionals, who are empowered to achieve their career aspirations, as we continue to build our business.

We're seeking a talented individual to join our Incentives and Reliefs team in either our

Newcastle/ Birmingham

or

Manchester

office.


You will be responsible for assisting the managers and directors in managing a portfolio of clients and completing claims for Research and Development tax relief, patent box relief, and various creative industry reliefs. This will include leading client meetings/ calls to discuss technical R&D projects, completing and reviewing project case study documents and claim calculations, and client liaison throughout each claim process.

Client work

Assist in managing a portfolio of R&D clients and their claims, including client relationship and workflow management Client liaison on technical R&D claim matters Conduct technical client interviews Prepare and review tax relief claims, including technical case study reports and claim calculations Ensure procedures are followed taking account of institute and HMRC guidance, where relevant

Staff Management and Development

Liaison with managers and directors Appraisals/monitor staff performance On the job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters Dealing with staff questions

Personal Development (Technical & Other)

On the job training Reading; internal meetings; internal and external seminars and courses Awareness/interest in what other parts of the firm can do, to encourage cross-referrals

Qualifications

Experience and skills

Chartered tax advisor (CTA) and/or accountant (ACA/ACCA/CA), or international equivalent

OR

Formal university/ professional qualification in a field of natural science/ technology (eg engineering, software development) Previous experience in tax within incentives and reliefs Proficiency in English and Mathematics Strong communication skills, both written and oral Problem solving - positive attitude to solving problems and deliver outcomes Demonstrable experience of managing people Strong IT skills, including Excel proficiency

Additional Information

As a colleague here at S&W you will have access to benefits that include

Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependent) Generous holiday package Option to purchase additional holiday Shared parental leave Fully funded training towards professional qualifications Cycle to work scheme Season ticket loan Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.


We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.