Associate Director - Tax Research & Development

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Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here:

Wealth, accountancy and business advisory services / Evelyn Partners

Careers / Evelyn Partners

Job Description

Would you like to work closely with an open and transparent team who work closely together to collaborate and provide ideas . The R & D team have an portfolio of interesting large and complex clients and have the ability to invest time in their clients, provide an exceptional service. This entrepreneurial business line with a spirit and culture that people enjoy.

Working alongside Partners/Directors or alone, you will look to identify, prospect for and deliver support and advice in respect of R&D tax credits to both existing and new clients. This will include advising clients in respect of the quantum of claims, identifying and analysing qualifying expenditure and setting this out in claims submitted to HMRC. A large part of the role will be business development, utilising your specialist R&D tax expertise to identify new potential opportunities to make claims for new and existing clients, and also leveraging your network of potential clients and intermediaries.

Qualifications

Experience required:

• Significant tax experience gained within the profession and/or industry
• Significant R&D tax experience gained working with a variety of client in terms of size, complexity and sector focus
• Knowledge of both HMRC's processes in terms of reviewing claims, and also specific technical knowledge and understanding of what constitutes qualifying activities for R&D tax incentives
• Demonstrable understanding of UK and International businesses and how R&D tax services can be best delivered to benefit them
• Demonstrable track record of business development, winning business from both new and existing clients
• Technically capable adviser who is able to manage complex client work
• Demonstrable experience of managing people and clients
• Project management experience
• Experience of dealing with senior stakeholders both internally and externally

Professional Qualifications and Education

• Finance, accounting, economic or engineering qualification

Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners 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 workspace 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.