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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.
- 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.
- Other info: Ideal for those seeking autonomy and a chance to shape industry standards.
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 niche can lead to warm leads and referrals that are crucial for your success.
✨Tip Number 2
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 identify new opportunities for clients, making you a valuable asset in their eyes.
✨Tip Number 3
Leverage social media platforms like LinkedIn to showcase your expertise. Share insights, articles, and case studies related to R&D tax relief to attract attention from potential clients and establish yourself as a thought leader in the field.
✨Tip Number 4
Collaborate with other professionals in related fields, such as finance or legal services. These partnerships can lead to mutual referrals and broaden your client base, helping you to secure more engagements.
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 experience with claim-ready documentation.
Craft a Compelling Cover Letter: In your cover letter, express your passion for R&D tax relief and your results-driven approach. Mention specific examples of how you've successfully acquired new clients or managed client expectations in the past.
Showcase Relevant Skills: Highlight skills that are crucial for this role, such as business development, technical writing, and collaboration. Provide examples of how you've used these skills to achieve success in previous positions.
Demonstrate Industry Knowledge: Research the latest trends and changes in R&D tax relief legislation. Mention any relevant updates in your application to show that you are proactive and knowledgeable about the industry.
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 ability to dissect innovation and translate it into structured documentation.
✨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.
✨Familiarise Yourself with Relevant Legislation
Stay updated on the latest changes in R&D tax relief legislation and guidelines. Being knowledgeable about BEIS/DSIT guidance and CTA 2009 will show your commitment to compliance and quality-focused delivery, which is crucial for this role.
✨Prepare for Technical Discussions
Be ready to discuss how you evaluate technical and scientific eligibility across various industries. Prepare to explain your approach to identifying qualifying R&D costs and collaborating with client finance teams, as this will be a key part of your responsibilities.