At a Glance
- Tasks: Become an R&D tax expert, assessing projects and preparing reports for clients.
- Company: Join CBTax, a rapidly growing consultancy focused on R&D tax relief.
- Benefits: Enjoy a competitive salary, study support, healthcare, and a pension contribution.
- Why this job: Kick-start your career with hands-on experience and mentorship in a dynamic environment.
- Qualifications: Ideal for graduates with an interest in finance or technical fields; strong communication skills required.
- Other info: Diverse projects, client exposure from Day 1, and a commitment to inclusivity.
The predicted salary is between 21600 - 36000 £ per year.
Join our award-winning Associate Programme and become an R&D tax expert. Gain hands-on experience, work with exciting clients across industries, and get support to earn your ATT and CTA qualifications.
This opportunity is ideally suited for graduates from the Class of 2024 or 2025 who are eager to launch their careers in tax consultancy.
About the Associate Programme: Our award-winning Associate Programme is the first step in realizing CBTax's mission to develop the next generation of R&D tax experts, empowering talent to grow with us. Our Associate Programme equips you with the essential skills and knowledge to excel in R&D tax consultancy. You’ll gain hands-on experience, training, and mentorship from industry experts. During this journey, you’ll work with clients across various sectors like software development, engineering, and pharmaceuticals, helping them achieve tax relief to fuel innovation.
Key Features of the Programme:
- Comprehensive Training
- Diverse Projects
- Continuous Mentorship
About the Role: The R&D Tax Associate role is a fantastic opportunity for someone looking to kick-start their career in tax consultancy, specifically focusing on R&D tax relief. You will assess client projects and prepare financial and technical reports. Your work will help companies access critical R&D funding. In this role, you’ll have the opportunity to work with a range of clients, from startups to established corporations, across industries like manufacturing, software development, engineering, and pharmaceuticals. You’ll be supported in gaining your ATT and CTA qualifications while working alongside experienced professionals who are eager to help you grow.
In this Role, You’ll:
- Engage with clients to assess projects eligible for R&D claims, typically in industries such as manufacturing, software development, engineering, and pharmaceuticals.
- Draft financial and technical reports for submission to HMRC.
- Collaborate with the team to ensure projects are delivered on time and exceed client expectations.
- Manage client relationships and communicate progress effectively.
- Use tools like Salesforce for efficient project management.
- Continuously improve your knowledge of R&D tax credits and related legislation.
- Identify opportunities for clients to maximise their R&D claims.
- Provide feedback to enhance internal processes.
We’re Seeking Someone with Experience Including:
- Interest in finance or technical fields, preferably with a relevant degree or work experience in engineering, accounting, or similar.
- Excellent communication skills, both written and verbal.
- Ability to work independently while being part of a collaborative team.
- Methodical, organised, and detail-oriented.
- IT literate, with proficiency in Microsoft Office tools like Word and Excel.
- Comfortable engaging with clients at all levels, representing CBTax professionally.
- Commitment to delivering excellent customer service.
You Might Thrive in this Role if You Are:
- Motivated by helping clients unlock their potential through tax-saving strategies.
- Have an analytical mindset and enjoy translating complex technical information into understandable insights.
- A strong communicator and can confidently represent our brand.
- Enjoy working on diverse projects and are adaptable to new challenges.
- Passionate about developing your career within the tax or consultancy space.
- Have a growth mindset and enjoy continuous learning.
Compensation, Benefits, and Perks:
- Competitive salary with performance-related bonus.
- Referral scheme for new clients or team members.
- 5% employer pension contribution.
- BUPA healthcare for you and your family.
- Study support to gain ATT and CTA qualifications.
- Client-facing exposure from Day 1 and opportunities for career progression.
About CBTax: CBTax is a rapidly growing tax consultancy firm, with a focus on R&D tax relief and other tax-saving strategies. We aim to be the leading R&D tax consultancy in the UK and Ireland, and our team plays a crucial role in helping us achieve this vision. Our culture emphasizes proactive problem-solving, continuous professional growth, and a client-first approach that drives us to help businesses innovate and succeed. Our diverse client portfolio keeps our work engaging and challenging, providing our team members with the opportunity to work across various sectors. We are committed to fostering a diverse and inclusive team and encourage applications from candidates of all backgrounds. We are also dedicated to supporting applicants with disabilities throughout the recruitment process, ensuring a fair and comfortable experience.
Inclusivity Statement: We believe in building a diverse and inclusive workforce and strongly encourage applications from all backgrounds. If you have a disability, let us know how we can support you throughout the recruitment process.
Tax Associate (Graduate Scheme ATT/CTA study support) - 2025 start date employer: CBTax
Contact Detail:
CBTax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Associate (Graduate Scheme ATT/CTA study support) - 2025 start date
✨Tip Number 1
Familiarise yourself with R&D tax relief and the industries CBTax works with. Understanding the specifics of how tax relief applies to sectors like software development and engineering will help you engage more effectively during interviews.
✨Tip Number 2
Network with professionals in the tax consultancy field, especially those who have experience in R&D tax. Attend industry events or webinars to make connections and gain insights that could set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your analytical skills and how you've applied them in past experiences. Being able to demonstrate your ability to translate complex information into clear insights will resonate well with the interviewers.
✨Tip Number 4
Showcase your enthusiasm for continuous learning and professional growth. Mention any relevant courses or certifications you're pursuing, as this aligns with CBTax's commitment to developing their team members.
We think you need these skills to ace Tax Associate (Graduate Scheme ATT/CTA study support) - 2025 start date
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the R&D Tax Associate role. Emphasise any finance or technical background, as well as communication skills, to show you’re a great fit for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax consultancy and your eagerness to learn. Mention specific aspects of the Associate Programme that excite you, such as the mentorship opportunities and diverse projects.
Highlight Relevant Experience: If you have any internships, projects, or coursework related to finance, engineering, or accounting, be sure to include these in your application. This will demonstrate your interest and preparedness for the role.
Showcase Your Communication Skills: Since excellent communication is key for this role, consider including examples of how you've effectively communicated complex information in previous experiences. This could be through presentations, reports, or client interactions.
How to prepare for a job interview at CBTax
✨Research the Company
Before your interview, take some time to learn about CBTax and its mission. Understand their focus on R&D tax relief and the industries they serve. This knowledge will help you tailor your answers and show genuine interest in the role.
✨Prepare for Technical Questions
Given the nature of the R&D Tax Associate role, be ready to discuss technical concepts related to tax relief and financial reporting. Brush up on relevant legislation and be prepared to explain how you would assess client projects for eligibility.
✨Showcase Your Communication Skills
As a Tax Associate, you'll need to engage with clients effectively. During the interview, demonstrate your communication skills by articulating your thoughts clearly and confidently. Use examples from your past experiences to illustrate your ability to convey complex information simply.
✨Express Your Growth Mindset
CBTax values continuous learning and professional growth. Share your enthusiasm for developing your career in tax consultancy and how you plan to pursue your ATT and CTA qualifications. Highlight any previous experiences that showcase your adaptability and willingness to learn.