Job Description

We are currently looking for a R&D Tax Manager to join our Solent office. This is a key position within the R&D Tax team and would suit someone that wants to bring in ideas and help shape the direction of the department.

This role is part of Anthony\'s team, you may find out more about him

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Why join Menzies?

• We are a UK based recognised employer of choice with office locations in London, Surrey, Hampshire, and South Wales (Cardiff).
• Join our family of 500 employees. Be a member and not just a number!
• We offer a dynamic and rewarding environment with exposure to a diverse range of clients and industry sectors
• Our package and benefits are very competitive
• Work life balance is part of our organisational culture,
• We believe in developing our staff throughout their career

Key Benefits we offer, but not limited to:

• Competitive base salary (we do yearly market research to ensure we offer a competitive salary to our employees and joining candidates)
• 33 days annual leave entitlement a year inc. bank holidays (31.5 days for trainees)
• Annual buy and sell leave scheme
• Private Medical Cover available to all employees (trainees can opt in for a salary sacrifice)
• Private Pension Matching Scheme: if employee contributes 2.5-5%, we match it and add another 3% on top!
• Employee Referral Bonus up to \xc2\xa310,000 for a successful placement
• Reimbursement of one professional subscription each year
• Dress for your day policy \xe2\x80\x93 you decide, not us!
• Life Assurance 4x your salary
• Group Income Protection \xe2\x80\x93 75% of salary if long term sickness exceeds 6 months
• Agile Working is embedded in our culture: we understand that everyone works in different ways and need flexibility within their working day
• Learning and Development opportunities and Study Support throughout your Menzies career
• Career Coaching programme for Managers and above
• Better Place to Work Initiative: proactive benchmarking of the best DEI and wellbeing programmes to offer our employees and improve our employee experience
• CSR Programme: each office will be involved in various charity and sporting activities to help raise funds and give back to the local community.
• Employee Assistance Programme - our EAP is available for all Menzies employees and their families. As well as being a support line for mental health counselling, it also offers practical financial, legal and life management advice 24 /7 and is completely confidential.
• Paid sick leave \xe2\x80\x93 a generous scheme to help you when you are struggling with health issues
• Free flu jab, eyesight test and physical health checks
• Cycle to work scheme
• Enhanced Parental + Family Leave: We are a place where you can combine both a career and a family so those going on Maternity Leave can expect 100% pay for 3 months and 50% pay for the next 6 weeks, those going on Paternity Leave can expect 100% pay for 2 weeks (both subject to eligibility). We also have Adoption and Shared Parental Leave
• Volunteering Scheme with a maximum of 2.5 days given by the Firm to match 2.5 days devoted to qualifying schemes by the employee in any 12-month period.
• Season Ticket Loan

To find out more about our benefits please read

Key Duties & Responsibilities:

Management of a portfolio of R&D clients and claims including proactive advice, commercially appropriate tax planning, developing new business opportunities and contributing to the management and development of the Innovation and R&D team

This is a key role within the Business R&D tax team and the successful candidate will be responsible for delivering tax advisory services across a diverse mix of owner managed companies as well as some large and international groups operating across a variety of industries.

The day-to-day work will include:

• Preparation and review of R&D claims/reports for submission to HMRC
• Identification of potential R&D claims and associated discussions with clients and prospects.
• Communicate directly with clients on the phone or in person where appropriate to resolve queries and develop relationships
• Provide technical advice and support to colleagues in relation to innovation incentives and tax planning for innovative companies
• Provide support to partners and relationship managers on relevant client matters or opportunities
• Ensure planning and cross-selling opportunities are identified and followed up.
• Increase the client base through an organised approach to business development e.g., networking, client recommendation requests, and developing referrer base
• Coach and train junior staff and trainees in developing their technical, client relationship and business development skills.
• Ensure the Firm\xe2\x80\x99s technical, ethical and compliance procedures are adhered to in all cases
• Leading tax reorganisation projects \xe2\x80\x93 such as capital reduction and s110 demergers, to separate out different businesses and shareholders.
• Working closely with corporate finance on projects such as acquisitions/disposals and succession planning
• Advise on structuring relevant to the EIS/SEIS scheme and managing the assurance process;
• Advise on the tax elements of equity incentivisation, such as the EMI option scheme
• Broad knowledge of other tax areas which are dealt with by other specialist teams, such as VAT and R&D.
• Proactively involved in networking, proposals and growing the corporate tax portfolio in London
• Reviewing complex tax returns where required, or advising on specific technical matters in tax computations
• Identifying opportunities for tax planning, risk mitigation and cross-selling between service lines to ensure clients receive a proactive and effective service.
• Assisting with any other ad hoc projects and duties as may reasonably be required.
• Training and mentoring junior colleagues within the Business Tax Team
• Ensuring the Firm\xe2\x80\x99s technical, ethical, risk and compliance procedures are adhered to in all cases.
• Considering international tax aspects and coordinating advice from international advisors where required

The Person:

The successful candidate will be expected to act largely autonomously, subject to support and oversight, as required, by the office\xe2\x80\x99s tax partners.

Relationship management will be a key aspect of the role and the candidate will be expected to contribute to effective team working as part of the management team, responsible for coordinating directly with clients, collaborating effectively with colleagues as well coaching, managing, mentoring, and appraising junior team members.

The tax profession is subject to constant change and evolution and finding new and better ways to work, adapting to accommodate and embrace technological development is essential. In addition to client facing responsibilities, the successful candidate will have the opportunity to participate in internal initiatives to drive positive change and contribute to the advancement of the firm\xe2\x80\x99s business and corporation tax strategy, processes and marketing initiatives.

• Self-starter capable of motivating, driving and developing the team
• CTA or ACA qualified (will accept qualified by experience in industry)
• Excellent knowledge of R&D tax legislation and rules
• Effective communication skills at all levels and inter-personal skills in dealing with clients in person
• Ability to explain and simplify highly technical point for clients to understand and report writing skill in conveying technical points to HMRC.
• Recognised by clients and internal colleagues as a subject matter expert
• Collaborates with clients and Menzies\xe2\x80\x99 staff to ensure high quality client service
• Demonstrates sound judgement, knowing when to refer to more senior experts for guidance and advice
• Highly organised and structured inspiring confidence in others
• Actively involved in networking to build external relationships
• High level of R&D technical expertise and commercial application
• Experience of preparing and submitting R&D claims/reports is essential
• Practical experience in R&D tax planning
• Previous experience of Patent Box claims is desirable
• Travel between UK offices and to UK client premises may be required

About Us:

Our focus at Menzies is providing a #BrighterThinking approach, going the extra mile to keep clients on-track to achieve their personal and business objectives. As a leading UK accountancy and advisory firm, we have a passion for advising entrepreneurs and SMEs through our sector-led teams.

We apply the same principles to individuals within the Firm. Our people are ambitious, self-motivated, and encouraged to develop their skill set and realise their potential.

#BrighterThinking is how we sum up the difference we make, as a firm, to our clients and in the way we hire and develop talent in Menzies. It\xe2\x80\x99s finance and accounting expertise, combined with strategic commercial thinking and a promise to add real value across all areas of our clients\' businesses.

Agencies:

When we require external assistance with our vacancies, we will reach out to our PSL supply chain. Please be aware that we operate a very strict PSL policy with close relationships with our suppliers and cannot respond to agencies outside of the PSL. Please do not contact individual hiring managers.

Menzies