R&D Tax Senior Consultant

Key Responsibilities

• Lead and manage the preparation and submission of R&D tax credit claims for clients in the UK and Ireland, ensuring compliance with relevant legislation and HMRC/Revenue guidelines.
• Liaise directly with internal and external stakeholders (including C-suite, finance, and technical teams) to gather technical and financial information required for robust R&D claims.
• Review and analyse technical project documentation to identify eligible R&D activities and qualifying expenditure.
• Draft clear, concise, and technically accurate R&D reports and supporting documentation for submission to tax authorities.
• Provide strategic advice on maximising R&D tax incentives and identifying new opportunities for claims.
• Lead and mentor a team of technologists and/or R&D Consultants, providing guidance, support, and professional development opportunities.
• Maintain up-to-date knowledge of changes in R&D tax legislation and best practice and communicate these to internal teams.
• Support business development activities and M&A.
• Manage multiple client projects simultaneously, ensuring timely delivery and high-quality service.
• Collaborate with cross-functional teams (tax, audit, advisory) to deliver integrated solutions.
• Ensure all files and documentation are maintained in accordance with internal quality standards and regulatory requirements.
• Review and interpret contracts to ensure eligibility and compliance for R&D tax claims.
• Contribute to internal process improvement initiatives, including automation and knowledge sharing.
• Participate in regular team meetings, training sessions, and continuous professional development activities.

• ACA (Association of Chartered Accountants England and Wales), CTA (Chartered Tax Adviser), ATT (Association of Tax Technicians), or AAT (Association of Accounting Technicians) qualification preferred. Candidates with a 2:1 university degree are typically required for ACA/CTA routes; ATT/AAT may be considered for those without a degree, but BDO and similar firms usually require a degree for ACA.
• 510 years experience in R&D tax advisory, with a strong track record of successful claims in the UK and/or Irish markets.
• Experience working with or for professional services firms (e.g., BDO, EY, Deloitte, PWC, KPMG, or similar).
• Business-level English proficiency, with excellent written and verbal communication skills.
• Strong technical writing and analytical skills, with the ability to interpret complex legislation and explain it clearly to clients.
• Demonstrated experience in leading and developing teams of technologists or R&D Consultants.
• Experience in reviewing and interpreting contracts relevant to R&D tax claims.
• Excellent communication and interpersonal skills, with experience managing client relationships.
• Demonstrated ability to manage multiple projects and deadlines in a fast-paced environment.
• Commitment to continuous professional development and evidence of ongoing training/learning, as required by professional associations.
• Experience with process automation, data analysis, or workflow tools (e.g., Power BI, ServiceNow, or similar) is desirable but not essential.
• Strong project management skills and a proactive, solutions-oriented mindset.

Professional Development

• Maintain membership in relevant professional bodies (e.g., ICAEW, CIOT, ATT, AAT) and comply with their CPD (Continuous Professional Development) requirements.
• Participate in regular training, seminars, and industry events to stay current with R&D tax developments.
• Provide evidence of ongoing learning and development as required by professional associations.