At a Glance
- 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 shape industry standards.
- Why this job: Make an impact in a high-integrity consultancy while working independently and collaboratively.
- Qualifications: Minimum 2 years R&D advisory experience; strong communication and documentation skills required.
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) in Exeter employer: Easy R&D
Join a forward-thinking R&D tax consultancy that champions innovation and offers a flexible, performance-based model for freelance consultants. With a strong emphasis on autonomy, you will benefit from a supportive central team, industry-leading referral schemes, and the opportunity to work across diverse sectors while shaping compliance standards in a growing industry. This role not only allows you to leverage your expertise but also provides a platform for meaningful client engagement and professional growth.
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) in Exeter
✨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 valuable referrals and insights.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise. Share articles, insights, and case studies related to R&D tax relief to position yourself as a knowledgeable consultant and attract potential clients.
✨Tip Number 3
Consider reaching out to existing contacts in industries that frequently utilise R&D tax relief, such as biotech or software. A personalised approach can help you identify new opportunities and demonstrate your understanding of their specific needs.
✨Tip Number 4
Stay updated on the latest changes in R&D tax legislation and guidelines. This knowledge will not only enhance your credibility but also enable you to provide informed advice to potential clients, making you a more attractive choice for their consultancy needs.
We think you need these skills to ace R&D Tax Relief Business Development Consultant (Freelance / PSC / Sole Trader - Fee Share Basis) in Exeter
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 leverage your skills to benefit their clients.
Showcase Relevant Experience:Provide examples of past successes in identifying and onboarding clients, as well as your experience in preparing HMRC-compliant documentation. This will demonstrate your capability to handle the responsibilities outlined in the job description.
Highlight Your Autonomy and Collaboration Skills:Since the role requires both independent work and collaboration, mention instances where you've successfully operated autonomously while also working effectively within a team. This will show that you can thrive in their performance-based model.
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 successful engagements, as this will show your ability to operate autonomously while still being collaborative.
✨Prepare for Technical Discussions
Brush up on your knowledge of technical eligibility criteria and be ready to discuss how you would evaluate R&D activities across various industries. This will demonstrate your capability to translate complex innovation into structured, claim-ready documentation.
✨Understand the Company’s Values
Familiarise yourself with the company's focus on ethical, quality-driven delivery. During the interview, express your commitment to these values and how they align with your own professional ethos, which will resonate well with the interviewers.
