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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.
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 put in a good word for you.
✨Tip Number 2
Get your pitch ready! When you meet potential clients or employers, be prepared to explain how your skills as a Patent Box Expert can add value to their business. Keep it concise and impactful!
✨Tip Number 3
Showcase your expertise! Consider creating a portfolio that highlights your past projects and successes in Patent Box delivery. This will give potential clients a clear idea of what you bring to the table.
✨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 a real impact in the industry.
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!
Show Off Your Expertise: Since this role is all about leading Patent Box projects, be sure to include specific examples of your past work in this area. We love seeing candidates who can demonstrate their hands-on experience and success in similar roles.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key points stand out. This will help us quickly see why you’re a great fit!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
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 projects. Be ready to share specific examples of how you've led HMRC interactions or tackled complex financial modelling in Excel. This will demonstrate your expertise and confidence.
✨Client Management Skills Matter
Since this role is client-facing, think about how you can convey your ability to present findings to senior stakeholders. Have a couple of anecdotes ready that highlight your communication skills and how you've successfully managed client relationships.
✨Prepare for Technical Questions
Expect some technical questions related to tax computations and methodologies. Brush up on your knowledge of R&D relief interactions and be prepared to explain how you would handle HMRC enquiries or compliance checks.
