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- Tasks: Engage clients, assess R&D potential, and prepare compliant documentation.
- Company: Join a leading R&D tax consultancy focused on innovation across various industries.
- Benefits: Enjoy flexible work, attractive fee-share model, and access to industry insights.
- Other info: Ideal for those seeking autonomy and a chance to make a real impact.
- Why this job: Shape standards in a compliance-driven industry while working independently with a supportive team.
- Qualifications: Minimum 2 years of R&D advisory experience; confident communicator with strong documentation skills.
The predicted salary is between 36000 - 60000 £ per year.
Are you a results-driven R&D tax relief specialist with a talent for finding new clients, building relationships and dissecting innovation? Do you want to work independently, while leveraging a trusted brand, referrals, and peer-reviewed claim support?
Remote | Flexible Engagement | Performance-Based Model
About us:
We’re an established, innovation-focused R&D tax consultancy with clients across agriculture, farming, maritime, biotech, software, engineering, manufacturing, and sustainability to name a few. To support our continued growth, we’re seeking two experienced freelance consultants who thrive in a hybrid role combining client development and technical delivery .
Role Description
Working through your own PSC, you’ll take full ownership of client engagements from new business acquisition through to claim submission . We’ll support you with internal QC, marketing reach, and collaborative claim best practice, while you focus on generating opportunities, building trust, uncovering eligible activity, and preparing clear, defensible documentation.
About you:
- Proven R&D advisory experience (min. 2 years), ideally within an agency or client-facing setting.
- Confident communicator with the gravitas to manage client expectations from first contact.
- Able to translate complex innovation into structured, claim-ready documentation.
- Operate autonomously but collaboratively, with capacity to take on new clients.
- Energetic, proactive, and committed to ethical, quality-focused delivery.
Your Key Responsibilities:
- Identify and onboard prospective clients through business development activities, referrals, partners, including professional networks, outreach, or warm leads.
- Facilitate an engagement agreement with the client.
- Conduct discovery meetings to assess R&D potential, aligned with BEIS/DSIT guidance and CTA 2009.
- Evaluate technical/scientific eligibility across a wide range of industries.
- Identify and apportion qualifying R&D costs in collaboration with client finance teams.
- Support the writing of HMRC-compliant technical narratives and claim compilation (including AIF data).
- Collaborate with our internal team for peer review, compliance & quality checks, and continuous improvement.
- Stay up to date on relevant scheme changes, legislation, and risk areas.
What we offer you:
- Attractive fee-share model tied to your project success.
- Industry leading Referral Scheme
- Autonomy over how, when, and where you work.
- A supportive central team offering claim QC, claim pre-notification preparation and submission
- AIF review/submission, and technical narrative writing/editorial resources.
- Robust claim submission process via TaxCalc
- Access to internal resources, industry updates, and sector-specific insights.
- The opportunity to help shape standards in a maturing and compliance-driven industry.
Whether you’re looking to complement your existing portfolio, return to flexible work, or deepen your impact in a high-integrity consultancy, I’d be happy to have a chat.
Apply now or get in touch confidentially for an informal conversation.
R&D Tax Relief Business Development Consultant (Freelance / PSC / Sole Trader - Fee Share Basis) employer: Easy R&D
Contact Detail:
Easy R&D Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land R&D Tax Relief Business Development Consultant (Freelance / PSC / Sole Trader - Fee Share Basis)
✨Tip Number 1
Network actively within the R&D tax relief community. Attend industry events, webinars, and workshops to meet potential clients and partners. Building relationships in this space can lead to warm leads and referrals, which are crucial for your success.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in R&D tax relief. Share insights, articles, and case studies that highlight your knowledge and experience. This will help you attract attention from potential clients looking for a consultant.
✨Tip Number 3
Stay updated on the latest changes in R&D tax legislation and guidelines. Being knowledgeable about current trends and compliance requirements will position you as a trusted advisor, making it easier to engage with clients and demonstrate your value.
✨Tip Number 4
Consider collaborating with other professionals in related fields, such as finance or legal services. These partnerships can provide you with access to new client bases and enhance your service offerings, making you more attractive to potential clients.
We think you need these skills to ace R&D Tax Relief Business Development Consultant (Freelance / PSC / Sole Trader - Fee Share Basis)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your R&D advisory experience, particularly any roles where you've worked in a client-facing capacity. Emphasise your ability to communicate complex ideas clearly and your success in business development.
Craft a Compelling Cover Letter: In your cover letter, express your passion for R&D tax relief and your understanding of the consultancy's focus areas. Mention specific industries you've worked with and how you can contribute to their growth.
Showcase Relevant Skills: Highlight skills that are crucial for this role, such as client relationship management, technical documentation preparation, and knowledge of HMRC compliance. Use examples from your past experiences to demonstrate these skills.
Prepare for Discovery Meetings: Since conducting discovery meetings is a key responsibility, prepare by outlining how you would assess R&D potential. Familiarise yourself with BEIS/DSIT guidance and be ready to discuss how you would evaluate eligibility across various industries.
How to prepare for a job interview at Easy R&D
✨Showcase Your R&D Expertise
Make sure to highlight your proven R&D advisory experience during the interview. Be prepared to discuss specific projects where you successfully identified and claimed R&D tax relief, demonstrating your understanding of the relevant legislation and guidelines.
✨Demonstrate Client Engagement Skills
Since this role involves client development, practice articulating how you've built relationships with clients in the past. Share examples of how you've managed client expectations and facilitated discovery meetings to assess R&D potential.
✨Prepare for Technical Discussions
Brush up on your ability to translate complex innovation into structured, claim-ready documentation. Be ready to discuss how you evaluate technical eligibility and identify qualifying R&D costs, as these are key aspects of the role.
✨Emphasise Your Autonomy and Collaboration
This position requires a balance of working independently and collaborating with a team. Be prepared to discuss how you operate autonomously while still engaging with internal teams for peer reviews and compliance checks.