At a Glance
- Tasks: Manage R&D tax claims and build strong client relationships in a dynamic advisory firm.
- Company: Established specialist advisory firm with a focus on R&D tax.
- Benefits: Quarterly bonuses, 25 days holiday, remote work options, and professional development support.
- Other info: Collaborative environment with opportunities for mentorship and career growth.
- Why this job: Join a growing team and make a real impact in the R&D tax sector.
- Qualifications: Qualified in CTA, ACCA, ATT or AAT with strong R&D tax knowledge.
The predicted salary is between 50000 - 60000 £ per year.
Working Pattern: 4 days in office, Thursday working from home
Benefits: Quarterly team bonus, annual profit share bonus, pension, 4x salary death in service, training and development support, tech scheme, savings club, 24/7 GP, 25 days holiday plus bank holidays and Christmas shutdown
About the Role
An established and growing specialist advisory firm is looking to appoint a qualified R&D Tax Manager to support the continued development of its R&D tax function. This is a varied role suited to a technically strong R&D tax professional who is confident managing claims, advising clients, supporting internal processes and contributing to strong client relationships. The successful candidate will work alongside existing Tax Managers and senior colleagues, helping to deliver high-quality, compliant R&D tax work while also supporting the development of Tax Assistants as the team continues to grow. The role requires someone who combines technical credibility with a polished, client-facing approach. You will be comfortable speaking with business owners, finance teams and technical stakeholders, able to explain the R&D scheme clearly, and confident identifying opportunities to add value through excellent client service.
Key Responsibilities
- Manage the end-to-end delivery of R&D tax claims, including scoping, eligibility assessment, technical interviews, costing, report writing, submission support and enquiry readiness
- Review and prepare robust technical narratives and cost methodologies in line with current HMRC guidance and best practice
- Interpret R&D tax legislation and guidance, ensuring clients receive clear, accurate and commercially practical advice
- Work closely with clients to understand their projects, technical challenges, qualifying activity and supporting evidence
- Support the management of client portfolios, ensuring claims progress efficiently and deadlines are met
- Work collaboratively with other Tax Managers, Tax Assistants and wider internal teams to deliver a consistent, high-quality client experience
- Help mentor and support Tax Assistants as the team grows, reviewing work and providing guidance where required
- Identify opportunities to deepen client relationships and support future growth through excellent service and commercially aware conversations
- Uphold high standards of compliance, professionalism, accountability and client care across all areas of the role
Skills & Experience Required
- Must be qualified in CTA, ACCA, ATT or AAT
- Strong technical knowledge of R&D tax relief and current HMRC expectations
- Proven experience managing R&D tax claims from initial assessment through to submission
- Ability to produce clear, well-structured technical reports and supporting claim documentation
- Confident client-facing communication skills, with the ability to speak credibly with finance, technical and senior business stakeholders
- Strong attention to detail and a disciplined approach to compliance, evidence gathering and record keeping
- Commercially minded, with the ability to build trust, spot opportunities and support long-term client relationships
- Collaborative team player who can work effectively alongside managers and support junior team members
- Professional, proactive and standards-driven, with a positive approach to continuous improvement
The Person
The ideal candidate will be technically capable, commercially aware and confident in a client-facing environment. They will bring credibility, professionalism and energy to the role, with the ability to balance high-quality R&D tax delivery with strong relationship management. This position would suit someone who enjoys being close to clients, takes pride in producing defensible and compliant work, and wants to play an important role in a growing team where standards, service and accountability are key.
R&D Tax Manager employer: RGM Partners
Our client is an exceptional employer, offering a supportive and values-driven work environment that prioritises employee growth and wellbeing. With a strong commitment to sustainability and community involvement, they provide generous benefits including competitive salaries, hybrid working options, and ongoing training opportunities, making it an ideal place for newly qualified solicitors to thrive in their careers while contributing to meaningful projects.
StudySmarter Expert Advice🤫
We think this is how you could land R&D Tax Manager
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as RGM Partners, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace R&D Tax Manager
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch RGM Partners's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at RGM Partners. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at RGM Partners!
How to prepare for a job interview at RGM Partners
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for RGM Partners.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within RGM Partners. It helps to show our commitment!
