R&D Technical Consultant
Step into a dynamic role as a Technical Consultant at CBTax. You’ll work closely with clients, identifying R&D projects and translating technical discussions into clear reports for tax relief claims
Job title: R&D Technical Consultant
Salary: Up to £60,000 dependent on experience
Location: Manchester and Northampton - Office based
Reporting into: Technical Director
About the Technical team: Our Technical team is growing rapidly and plays a key role in supporting our client's journey. Our technical teams and consultants work directly with clients to support the preparation and submission of research and development (R&D) tax relief claims, helping innovative businesses gain the support they deserve.
They translate complex technical conversations into concise documentation, interact with both technical and financial teams, and manage R&D claims from start to finish.
About the role: The R&D Technical Consultant will be responsible for identifying and assessing R&D projects and working closely with clients to prepare and submit claims. You will translate complex technical conversations into concise documentation, interact with both technical and financial teams, and manage R&D claims from start to finish, including client interactions and CRM management.
This role will offer the opportunity for a driven individual to develop a career in consulting, with a specific focus on supporting clients in sectors such as engineering, manufacturing, software development, pharmaceuticals, biotechnology, agriculture, construction, and energy. You will have the chance to grow within the professional services industry and receive full support for future training and continuous professional development.
In this role, you'll:
- Identify qualifying R&D projects through participation in technical discussions with clients.
- Perform technical assessments of projects in line with HMRC R&D tax relief guidelines and prepare supporting technical documentation.
- Interact with clients' technical and financial staff to develop a comprehensive understanding of claim benefit value in accordance with HMRC's R&D Tax Relief Guidelines.
- Prepare claim reports and documentation for client review and approval.
- Manage R&D claims and maintain client information via the CRM system.
- Provide support to R&D tax relief claims in the event of HMRC enquiries.
We're seeking someone with experience including:
- Science/Engineering (or similar) degree or postgraduate qualification
- Prior R&D tax credit experience and understanding of the tax claim process.
- Experience working in an R&D tax consultancy or at least 2 years of experience in an engineering or industrial field.
- Strong numerical ability, attention to detail, and first-time accuracy.
- Ability to translate technical conversation into concise and compelling written documents.
- Understanding of wider business and economic issues.
- Strong interpersonal skills, able to interact readily with technical professionals.
- Comfortable working autonomously and as part of a team.
You might thrive in this role if you:
- Are passionate about innovation and supporting R&D activities.
- Enjoy translating complex technical topics into accessible language.
- Want to build a career in consulting within a fast-paced and growing industry.
- Are motivated to work with a wide range of clients and contribute to their success.
- Take pleasure in building strong client relationships and effectively managing a diverse portfolio.
Compensation, Benefits and Perks:
- Performance bonus.
- Business development bonus
- Electric car scheme
- 5% employer pension contribution.
- BUPA healthcare coverage.
- Full study support.
- Referral scheme.
- Client-facing exposure and opportunities to build strong professional relationships.
About CBTax: CBTax is an award-winning, leading tax consultancy practice supporting clients with research and development (R&D) claims and other tax-saving services. Having won awards such as Business of the Year 2021 at the Northamptonshire Business Excellence Awards and Fast Track Firm of the Year 2022 at the Accountancy Excellence Awards, CBTax has been recognised as the fastest-growing tax consultancy firm in the UK and Ireland. Our ambition is to become the largest R&D practice, with offices in Dublin, Manchester, and Northamptonshire.
We strongly encourage applications from people of all backgrounds. For applicants with disabilities, please contact us to let us know of any adjustments we can make to support you during the recruitment process.
- Department
- Delivery
- Role
- Technical consulting
- Locations
- Manchester, Northampton
About CBTax
CBTax are a leading professional tax consultancy practice operating across the whole of the UK, specialising in R&D Tax Relief claims. With a wealth of experience from qualified, experienced Chartered Tax Advisers, leading Sector Specialists, Chartered Accountants and Research Analysts.
Our team have knowledge of diverse sectors, tax and industry-based experience to maximise our clients R&D Tax Relief claims.
CBTax won the SME - Apprentice Employer of the Year 2024, the Accounting Excellence – Fast-track Firm of the Year 2022 award, previously winning NBEA – Northamptonshire Business of the Year Award 2021 and are finalist for the NBEA – Employer of the Year 2022.
R&D Technical Consultant
Step into a dynamic role as a Technical Consultant at CBTax. You’ll work closely with clients, identifying R&D projects and translating technical discussions into clear reports for tax relief claims
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