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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing R&D tax client portfolios, leading projects from scoping to submission, and providing practical advice on UK R&D incentives. Capable of building trusted relationships with Private Business clients while leveraging technology and data to improve delivery.
Highest-signal resume keywords
UK R&D Incentives ExpertiseACA/CA/ACCA/ATT/CTA QualificationProject ManagementBusiness DevelopmentCoaching and Delegation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
R&D Tax Claims PreparationRisk ManagementQuality AssuranceClient Service StandardsAnalytical Skills
Soft Skills
Effective CommunicationRelationship BuildingCuriosity About Technology
Tools & Technologies
Data AnalysisAI Integration
Certifications & Qualifications
ACACAACCAATTCTA
Industry Keywords
Private BusinessEntrepreneursCFOsTax LeadersManagement Teams
About the role
Key responsibilities & impact- Manage a portfolio of R&D tax clients
- Lead projects from scoping through preparation, review and submission of claims
- Oversee delivery, budgets, quality and risk
- Provide practical advice on UK R&D incentives
- Work with client teams to identify qualifying activities, evidence and expenditure
- Lead client discussions and HMRC interactions
- Build trusted Private Business relationships
- Identify opportunities and contribute to pitches and proposals
- Develop adviser networks and support a sustainable pipeline through events and market insight
- Coach and develop junior colleagues
- Delegate effectively and share knowledge across the national practice
- Improve delivery using technology, data and AI within an inclusive team
- Work with clients and colleagues nationwide, with some travel expected
Requirements
What you’ll need- ACA, CA, ACCA, ATT or CTA qualification, an international equivalent, or full technical training as a Tax Inspector
- Strong UK R&D incentives expertise, including preparing, reviewing and submitting claims
- Related tax knowledge is helpful
- Ability to manage competing projects and priorities while maintaining quality, risk management and client service standards
- Ability to communicate complex issues clearly in writing and conversation
- Ability to build trusted relationships across technical and commercial stakeholders
- Understanding of Private Business clients, including entrepreneurs, owners, CFOs, tax leaders and management teams
- Business development experience or potential
- Inclusive leadership, coaching, delegation, analytical skills and curiosity about technology, data and AI
- No work visa sponsorship available
Benefits
Comp & perks- Empowered flexibility and a working week split between office, home and client site
- Private medical cover
- 24/7 access to a qualified virtual GP
- Six volunteering days a year