Senior Manager - Tax Innovation Reliefs & Incentives in London

At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability comes from our people – their different perspectives, experiences and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets – we’re making bold changes to who we are and what we do. Be part of it.

KPMG’s Innovation Reliefs and Incentives team is made up of tax, engineering, science and technology specialists delivering expert advice to a broad range of clients across almost every industry sector. As one of the largest teams in the industry, our continued investment in innovation advisory means that we seek engineers, scientists and tax professionals to join us on the next exciting phase of our growth.

Our team works with clients from owner managed businesses to large multinational organisations, and we are looking for a Senior Manager with a strong financial and tax background to assist clients across a suite of innovation advisory services including R&D tax Credits, Patent Box, R&D Allowances, Grants and Innovation Advisory services.

Role and Responsibilities:

• Manage and work with engagement teams to develop claim methodologies and prepare R&D tax relief and Patent Box claims for submission to HMRC.
• Lead meetings with the financial client stakeholders and provide expert advice in relation to innovation advisory services (R&D and Patent Box).
• Chair and support the technical specialists in meetings with senior technical client stakeholders.
• Manage the process for preparing both the technical and financial elements of our client deliverables.
• Manage client projects across both tax and technical work streams; and manage conflicting resourcing requirements between projects.
• Leading by example in terms of client relationships, technical quality, and service delivery.
• Leading projects; and solving problems by advising our clients in the application of complex legislation to real life situations.
• Leading people including coaching and developing junior staff.
• Liaising with HMRC specialists to facilitate the agreement of R&D & Patent Box claims.
• Establish and maintain strong client relationships with both existing and new clients.
• Build an internal network within the wider tax practice of the firm.
• Lead in progressing business development opportunities and to pitch for work with both new and existing clients.
• Deliver comprehensive proposals and taking part in presentations/pitches as required.

Skills and Qualifications:

• You will have a strong finance and taxation background.
• You will have significant industry experience in finance and in particular taxation which will include a detailed working knowledge of the R&D tax legislation, and its application to ensuring correct quantification of claims.
• Knowledge of the Patent Box tax legislation and its application is desirable, but not essential.
• Must be able to understand key tax/costing concepts relevant to R&D claim preparation, as well as the capability to work within cross-disciplinary teams.
• Must have excellent problem-solving skills and critical thinking to assist our clients in applying complex legislation to real life situations.
• Excellent communication skills are a must.
• Must be capable of producing high quality, professional documentation and reports for C-suite stakeholders within our clients.
• Must be able to demonstrate project management skills and an ability to manage own workload well, as well as delegating to staff members.
• Tax and accounting qualifications are not essential for this role, but would be highly preferable (e.g. CTA/ ACA/ ACCA qualified (or equivalent)).

KPMG is part of a global network of firms that offers Audit, Tax & Legal, Consulting, Deal Advisory and Technology services. Through the talent of over 16,000 colleagues, we bring our creativity and insight to our clients’ most critical challenges. With offices across the UK, we work with everyone from small start-ups and individuals to major multinationals, in virtually every industry imaginable.

The Claims and Incentives team are part of our wider Corporate Tax department. They help our clients to secure cash tax savings through government sponsored tax reliefs and incentives. The team is made up of Fixed Asset Tax Services (“FATS”) and Innovation Reliefs & Incentives (“IRI”) and supports clients who incur expenditure on fixed assets and carry out innovative activities.

Within IRI, staff work with clients to help them claim tax incentives for innovation. The IRI team works with companies of all sizes from almost every sector of the economy to identify their qualifying R&D activity, quantify it and help them obtain their R&D incentives, as well as working with clients to best leverage the Patent Box regime.