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- Tasks: Lead end-to-end Patent Box projects and collaborate with R&D tax and finance teams.
- Company: Join FI Group, a leader in unlocking value from R&D and IP incentives.
- Benefits: Flexible working hours, competitive day rate, and potential for extension.
- Why this job: Make a real impact by helping innovative businesses maximise their tax benefits.
- Qualifications: 4-7+ years of UK Patent Box experience and strong financial modelling skills.
- Other info: Dynamic freelance role with opportunities for professional growth and team collaboration.
The predicted salary is between 60000 - 84000 £ per year.
FI Group helps innovative businesses unlock value from R&D, Grants and IP through incentives and funding. We partner with clients across technology, life sciences, engineering, and manufacturing to deliver compliant, defensible tax benefit claims.
We’re seeking an experienced UK Patent Box specialist to lead and deliver end-to-end Patent Box projects for our clients. Your responsibilities will include scoping eligibility, designing the streaming methodology, calculating the Patent Box deduction, preparing supporting documentation and liaising with HMRC as needed. This hands-on, client-facing role involves working alongside our R&D tax, finance and technical teams.
Key Responsibilities
- Discovery & Feasibility:
o Assess client suitability for the UK Patent Box regime (CTA 2009, Part 8A) including qualifying IP, development activity, and group structure.
o Map relevant income streams and define the appropriate streaming approach (single trade, product, or patent-level).
- Methodology & Calculations
o Build robust nexus fraction models linking qualifying expenditure to IP income.
o Compute relevant IP profits (RIPP), routine return and marketing asset return adjustments.
o Prepare or review Patent Box elections and ensure alignment with CT600 filings and computations.
- Documentation & Defence
o Produce clear technical and tax computation files, methodologies, and board-ready reports.
o Draft HMRC-ready narratives and respond to HMRC enquiries, info notices, or compliance checks.
- Integration with R&D Claims
o Reconcile R&D relief and Patent Box interactions; ensure no double counting and consistent cost attribution.
- Client Management
o Present findings, options, and sensitivities to senior stakeholders/CFOs.
- Ad Hoc (to be agreed)
o Establish reusable templates, calculators, and checklists to scale delivery.
o Coach FI Group consultants on Patent Box best practice; deliver light training where needed.
o Run workshops with finance, tax, commercial, and engineering teams to gather data and validate assumptions.
Required Experience
- 4–7+ years’ hands-on UK Patent Box delivery (post-nexus rules), ideally across multiple sectors (software/SaaS, pharma/biotech, med-tech, advanced manufacturing).
- Proven track record leading HMRC interactions on Patent Box (from risk review to enquiry resolution).
- Strong financial modelling in Excel (complex streaming, nexus fraction, apportionments, sensitivities).
- Comfortable interpreting legal, commercial, and technical documentation (licences, patents, claim charts, TP policies).
Qualifications
- Ideally either CTA (Chartered Tax Adviser), ACA/ACCA, or UK patent attorney with significant tax experience; equivalent experience considered.
- Solid knowledge of CTA 2009 Part 8A Patent Box rules (including nexus and streaming), and awareness of transfer pricing and R&D interaction.
Deliverables (Typical Engagement)
- Feasibility assessment and implementation plan.
- Draft and lodge relevant elections; methodology memo and calculation workbook.
- Patent Box computation(s) with traceable data lineage and audit trail.
- HMRC enquiry support pack and responses (if applicable).
- Handover materials, templates, and team training.
Engagement Details
- Term: Initial 3–6 months, extension likely based on pipeline.
- Capacity: 2–4 days/week (flexible).
- Rate: Competitive day rate; please provide expectations and availability.
- IR35: Determination to be made per engagement and statement of work.
- Security: Adherence to FI Group data protection, confidentiality, and GDPR standards.
JOIN OUR AMAZING AND TALENTED TEAM!
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F. Iniciativas I+D+i, S.L. informs you that your data have been included in an automated file for the purpose of advancing in the selection processes. The data collected is stored under the confidentiality and security measures established by law. We also wish to inform you that you may exercise your rights by sending an e-mail to the following address: rgpd@fi-group.com
For more detail in this matter: https://de.fi-group.com/data-subject-right/
Patent Box Expert (UK) - Freelance employer: FI Group
Contact Detail:
FI Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Patent Box Expert (UK) - Freelance
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at FI Group.
✨Tip Number 2
Get your pitch ready! When you land that interview, be prepared to showcase your expertise in Patent Box projects. Highlight your experience with HMRC interactions and financial modelling to impress the hiring team.
✨Tip Number 3
Showcase your problem-solving skills! Be ready to discuss how you've tackled challenges in previous roles, especially around eligibility assessments and methodology design. This will demonstrate your hands-on approach.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our amazing team at FI Group.
We think you need these skills to ace Patent Box Expert (UK) - Freelance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience with the UK Patent Box and relevant sectors. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this freelance role. Share specific examples of your past work with HMRC and how you’ve successfully led Patent Box projects.
Showcase Your Technical Skills: Since this role involves financial modelling and technical documentation, make sure to highlight your Excel skills and any experience interpreting legal documents. We love seeing candidates who can demonstrate their technical prowess!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at FI Group
✨Know Your Stuff
Make sure you brush up on the UK Patent Box rules, especially CTA 2009 Part 8A. Familiarise yourself with the nuances of qualifying IP and the streaming methodology, as these will likely come up during your chat.
✨Showcase Your Experience
Prepare to discuss your hands-on experience with Patent Box delivery. Be ready to share specific examples of how you've led HMRC interactions and resolved enquiries, as this will demonstrate your expertise and confidence in the field.
✨Be Client-Focused
Since this role is client-facing, think about how you can present complex information clearly to senior stakeholders. Practise explaining your findings and methodologies in a way that’s easy to understand, as this will be crucial for success.
✨Prepare for Technical Questions
Expect questions around financial modelling and the integration of R&D claims with Patent Box. Brush up on your Excel skills and be ready to discuss how you would build robust nexus fraction models or compute relevant IP profits.
