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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 collaboration.
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 be able to refer you to someone at FI Group.
✨Tip Number 2
Get your pitch ready! When you land that interview, make sure you can clearly explain how your experience aligns with the Patent Box role. Highlight your hands-on experience and any successful projects you've led.
✨Tip Number 3
Show off your skills! Prepare a portfolio of your past work related to Patent Box projects. This could include methodologies you've developed or successful HMRC interactions you've managed. Visuals can really help!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about 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 Application: Make sure to customise your CV and cover letter to highlight your experience with the UK Patent Box. We want to see how your skills match up with what we're looking for, so don’t hold back on showcasing your relevant achievements!
Showcase Your Expertise: When detailing your experience, focus on specific projects where you've led Patent Box initiatives. We love seeing concrete examples of your work, especially if you can mention any successful HMRC interactions or complex financial modelling you've done.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon unless it’s necessary. Make it easy for us to see why you’re the right fit for this role without wading through unnecessary fluff.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way to ensure we receive all your details correctly and can get back to you quickly. Plus, it shows you’re keen on joining our amazing team!
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 link qualifying expenditure to IP income. This knowledge will help you answer technical questions confidently.
✨Prepare Real-Life Examples
Think of specific projects where you've successfully led Patent Box claims or interacted with HMRC. Be ready to discuss your approach, the challenges you faced, and how you overcame them. This will showcase your hands-on experience 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 examples of your work to demonstrate your expertise.
✨Engage with Client Management Scenarios
As this role involves client-facing responsibilities, think about how you would present findings to senior stakeholders. Prepare to discuss how you would handle sensitive discussions and ensure clarity in your communication, especially when it comes to tax computations and methodologies.
