Job: R&D Tax Assistant Manager

Salary: £40,000 or €49,000 depending on qualifications & experience.

Reports to: Associate Director

Location: Manchester & Dublin | Office-based

About CBTax

CBTax is an award-winning, leading tax consultancy practice supporting clients with research and development ("R&D") claims and other tax-saving service offerings. Having won the Accounting Excellence Fast-Track Firm of the Year 2022 and Business of the Year 2021 at the Northamptonshire Business Excellence Awards, CBTax has been recognised as the fastest-growing tax consultancy firm in the UK and Ireland, with an ambition to become the largest innovations tax practice.

About the Team

Our team is the backbone of our success, driving our rapid growth across the UK and Ireland. As an Assistant Manager, you will join our Manchester team, contributing to our dynamic and ambitious environment. We pride ourselves on our collaborative culture, which supports each other to achieve exceptional results, constantly innovating and improving our client services.
We've just opened our brand-new office in Spinningfields & our new Dublin office is not far behind. You'll join a rapidly growing team with a track record of excellence.

About the Role

Due to our continued expansion, CBTax is seeking several Assistant Managers to support the firm’s growth across the UK & Ireland. In this role, you will be responsible for developing new business opportunities, managing projects and work streams, and ensuring the delivery of innovative client services. You will work closely with the Associate Director, Senior Managers, and Associates to achieve high-quality results and drive business growth in the UK & Ireland. 

Applicants should ideally have experience in R&D and/or Tax and be looking to further develop their management skills in a dynamic environment. A keen interest in R&D is advantageous but not essential. We are seeking organised, hard-working, and ambitious individuals who are passionate about best practices and proactive in their approach.

In This Role, You'll:

• Prepare government incentive claims related to R&D projects, such as R&D tax credits and Patent Box claims.

• Draft detailed technical reports to support the R&D projects included in the claims.
• Coordinate and liaise with clients, colleagues, and HMRC to ensure claims are optimised and deadlines are met.
• Prepare HMRC submission documents supporting R&D claims.
• Manage a portfolio of clients, overseeing project delivery and cultivating strong relationships.
• Respond to HMRC queries or liaise with them on behalf of clients regarding R&D claims.
• Offer advice on tax technical points to clients and internal stakeholders.
• Supervise junior team members and update senior stakeholders on project progress.
• Identify and pursue new business development opportunities, such as networking, client outreach, and partnership opportunities.
• Collaborate within a strong, team-oriented environment.
• Manage and mentor Associates.

We're Seeking Someone With Experience Including:

• Strong technical knowledge of the UK and Ireland's tax credits.
• Proven project management skills, capable of handling multiple live projects concurrently while managing workload effectively.
• Excellent communication skills, serving as the main point of contact for managed projects with various stakeholders.
• Coaching and delegation abilities, supporting the growth of technical expertise and soft skills within the team.
• Strong written skills for report writing, technical memo drafting, and concise advice notes.
• Analytical skills for numerical analysis of client data.
• ATT/CTA part qualified or equivalent experience.

You Might Thrive in This Role if You:

• Are ambitious, organised, and eager to advance your management skills.
• Have a keen interest in building your own client portfolio and developing specialist knowledge in the field.
• Enjoy collaborating with senior managers, directors, and clients in a dynamic environment.
• Are proactive in managing your workload and identifying areas for business growth.

Compensation, Benefits, and Perks (UK benefits differ to Ireland. Contact for details)

• BUPA Healthcare: Prioritising your well-being.
• Performance Bonus: Rewarding your hard work and achievements.

• Uncapped Commission Bonus: Incentivising your success.
• Cycle to Work Scheme & Electric Car Scheme: Promoting sustainable travel options.
• Tech Scheme: Access to the latest technology to perform at your best.
• Flex Benefits: Tailor your perks to suit your lifestyle.
• Referral Scheme: Rewards for successfully referring new clients or team members.
• Pension: 5% employer pension contribution to help secure your future.

Inclusivity Statement

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.