Job Title Assistant Manager - Innovation Reliefs and Incentives
Base Location: London
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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 business, to large multinational organisations, and we are looking for an Assistant Manager with a strong financial, accounting 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. This is an excellent opportunity for someone with an Honours/ Post Graduate Degree in finance, accounting and tax or another discipline plus ACA/ACCA/CTA/ATT and that either has industry financial experience or working knowledge of the R&D tax legislation.
Role and Responsibilities:
- Working with project teams to develop the claim methodologies including costing approach and deliver R&D tax relief and Patent Box claims for submission to HMRC. This will include taking some responsibility and accountability with respect to managing the delivery of the claims.
- Lead/Co-Lead meetings with the financial client stakeholders; and provide expert advice in relation to innovation advisory services (R&D, Patent Box, Grant Applications). Support the technical specialists in meetings with senior technical client stakeholders.
- Write accurate and substantive claim documents to support R&D tax claims for our clients in terms of the methodology and process. This will include reviewing claim documents written by junior colleagues.
- Prepare (and/or manage the process for preparing) both the technical and financial elements of our client deliverables. This will include ensuring correct quantification of R&D/Patent Box claims and supporting the KPMG technical team documenting the work being undertaken by our clients within technically complex projects for submission to HMRC/ Funding Organisations
- Assist in managing client projects across both tax and technical work streams; and manage conflicting resourcing requirements between projects.
- Assist in leading projects; and solving problems by advising our clients in the application of complex legislation to real life situations.
- Assist with liaising with HMRC specialists to facilitate the agreement of R&D & Patent Box claims.
- Help to establish and maintain strong client relationships with both existing and new clients.
- Look to build an internal network within the wider tax practice of the firm.
- Taking responsibility and accountability for your own work. You will be responsible for the delivery of high-quality advice; and ensuring the management of risk and reputation is at the forefront of everything you do. This will include coaching and developing junior staff.
Skills and Qualifications:
- Honours/ Post Graduate Degree in finance, accounting & tax or other another discipline plus ACA/ACCA/CTA/ATT and that either has industry financial experience or working knowledge of the R&D tax legislation.
- You will either have: 1) significant industry experience in finance and in particular taxation; or 2) have a detailed working knowledge of the R&D and/or Patent Box tax legislation, and its application to ensuring correct quantification of claims.
- 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. For example, you must be able to lead/co-lead finance discussions and explain complex legislative concepts to finance and scientists/engineers in industry who have no prior experience of the tax definition of R&D.
- 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 welcome (e.g. CTA / ATT/ ACA / ACCA qualified (or equivalent)).
Our Locations:
We are open to talk to talent across the country but our core hubs for this role are:
London Canary Wharf
Reading
Manchester
Glasgow
Leeds
Birmingham
Newcastle
Edinburgh
With 20 sites across the UK, we can potentially facilitate office work, working from home, flexible hours, and part-time options. If you have a need for flexibility, please register and discuss this with our team.
Find out More:
Within Tax we have a range of divisions and specialisms. Click the links to find out more below:
Tax at KPMG Tax & Law (kpmgcareers.co.uk)
About our firm: About our firm (kpmgcareers.co.uk)
KPMG Culture. Being Inclusive: Being inclusive (kpmgcareers.co.uk)
KPMG Workability and Disability confidence: Need Support? Let us know (kpmgcareers.co.uk)
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KPMG values: www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/our-values/
KPMG Competencies: www.kpmgcareers.co.uk/experienced-professional/applying-to-kpmg/kpmg-competencies/
KPMG Locations and FAQ: www.kpmgcareers.co.uk/faq/?category=Experienced+professionals
KPMG Locations and FAQ: www.kpmgcareers.co.uk/faq/?category=Experienced+professionals
