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- Tasks: Lead and deliver end-to-end Patent Box projects for innovative businesses.
- Company: Join FI Group, a leader in unlocking value from R&D and IP.
- Benefits: Flexible working hours, competitive day rate, and potential for extension.
- Why this job: Make a real impact by helping clients maximise their tax benefits.
- Qualifications: 4-7+ years of UK Patent Box experience and strong financial modelling skills.
- Other info: Collaborative environment with opportunities to coach and train others.
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 put in a good word for you.
✨Tip Number 2
Get your pitch down! Prepare a short, snappy introduction about yourself and your expertise in Patent Box. This will come in handy when you meet potential clients or collaborators at events or online.
✨Tip Number 3
Showcase your skills! Create a portfolio or case studies of your past work related to Patent Box projects. This will help you stand out and demonstrate your hands-on experience to potential clients.
✨Tip Number 4
Apply through our website! We’ve got some fantastic opportunities waiting for you. Don’t miss out on the chance to join our amazing team at FI Group and make an impact in the world of R&D tax incentives.
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 interactions and financial modelling to grab our attention.
Showcase Your Technical Skills: Since this role involves complex calculations and methodologies, make sure to highlight your technical skills in Excel and any relevant software. We love seeing candidates who can demonstrate their expertise in financial modelling!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Don’t miss out on this opportunity!
How to prepare for a job interview at FI Group
✨Know Your Patent Box Inside Out
Make sure you’re well-versed in the UK Patent Box rules, especially CTA 2009, Part 8A. Brush up on the nexus fraction models and how they relate to qualifying IP and income streams. This knowledge will help you answer technical questions confidently.
✨Prepare Real-Life Examples
Think of specific projects where you've successfully led Patent Box initiatives. Be ready to discuss your role in scoping eligibility, calculating deductions, and liaising with HMRC. Real-life examples will showcase your expertise and problem-solving skills.
✨Showcase Your Financial Modelling Skills
Since strong financial modelling in Excel is crucial for this role, be prepared to discuss your experience with complex streaming and nexus fraction calculations. If possible, bring along a sample of your work to demonstrate your capabilities.
✨Engage with Client Management Scenarios
This role involves presenting findings to senior stakeholders, so think about how you would communicate complex information clearly. Prepare to discuss how you’ve managed client relationships and delivered training or workshops in the past.
