At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK's top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881--helping businesses and individuals meet challenges and seize opportunities across generations.
Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose--to help navigate challenges, unlock potential, and achieve the extraordinary.
You will be responsible for 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 on technical R&D projects, completing and reviewing project case study documents and claim calculations, and client liaison throughout each claim process.
Oversee a portfolio of key R&D clients
Prepare R&D reports for submission to HMRC and delivering tax client services to a high standard
Demonstrate a collaborative approach and be able to demonstrate an awareness of technical risk through well supported research
Aim to increase your client base through an organised approach to business development e.g. networking, client recommendation requests, and developing referrer base
Confident in delivering technical advice and support to colleagues in relation to innovation incentives and tax planning for innovative companies
Qualifications
Significant experience in R&D tax gained from practice and/or industry.
Qualified Accountant (ACA, ACCA) and/or CTA (or breadth of knowledge equivalent to CTA, e.g. law qualification)
Experience of managing and delivering work to a client portfolio
Be reviewing computation and R&D calculations
Excellent project management, working with various teams.
Demonstrable experience of managing people and clients.
Excellent communicator.
Providing advice on tax technical points to clients
Staff management skills
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.
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