R&D Tax Financial Consultant

Reference: 35737

R&D Tax Financial Consultant

About the Role
This is a pivotal opportunity for an experienced R&D Tax Financial Consultant to help innovative, fast-growing businesses unlock government funding for their technical projects. You’ll work directly with founders, finance leads, and senior stakeholders, translating complex development work into compliant and compelling R&D tax claims.

The role is diverse, you’ll combine hands-on financial preparation with client-facing advisory work, supporting a portfolio of ambitious, forward-thinking companies working on emerging technologies and advanced engineering solutions.

If you’re looking for something outside the “standard” R&D consultancy model - a position with real strategic input, variety, and growth potential - this will be a great fit.

Key Responsibilities

• Prepare detailed and accurate R&D tax claims, analysing financial transactions and allocating qualifying costs in line with HMRC guidance.

• Maintain a deep understanding of R&D tax legislation and eligibility across SME, RDEC, and merged regimes.

• Liaise with HMRC and external stakeholders to ensure smooth and compliant claim progression.

• Manage a portfolio of clients, building long-term, trusted relationships and delivering high-quality service.

• Support senior team members with R&D tax planning, client advisory, and technical reviews.

• Identify opportunities for improvement in client processes and internal claim quality.

• Keep up to date with legislative changes and best practice to maintain high technical standards.

• Prepare and file CT600 and CT600L amendments where required.

Requirements

• CTA, ATT, or CCAB qualified (or qualified by experience).

• 3-5 years’ experience in R&D tax consultancy or within a professional services/accountancy environment.

• Solid technical understanding of R&D tax relief, including the CIRD guidelines.

• Excellent written and verbal communication skills, with the ability to explain technical detail clearly and confidently.

• Organised and self-motivated, with a strong attention to detail and the ability to manage multiple projects simultaneously.

• Collaborative approach with a willingness to share knowledge and support team development.

• A genuine interest in innovative businesses and emerging technologies.

Desirable

• Experience managing HMRC R&D tax enquiries or compliance checks.

• Familiarity with Xero, QuickBooks, TaxCalc, or similar tools.

• Experience supporting start-ups or scale-ups.

Package & Benefits

• Salary: Competitive basic

• Location: London or Manchester

• Holidays: 25 days + bank holidays

• Additional: Monthly wellness day, enhanced pension scheme