Job Title: R&D Tax Associate
Salary: Up to £25,000 plus bonus
Location: Northampton, Manchester & Dublin
Reporting to: Manager/Associate Director

This opportunity is ideally suited for graduates from the Class of 2024 or 2025 who are eager to launch their careers to tax consultancy. 

About the Associate Programme:

Our award-winning Associate Programme is the first step in realising CBTax's mission to develop the next generation of R&D tax experts, empowering talent to grow with us.

Our Associate Programme equips you with the essential skills and knowledge to excel in R&D tax consultancy. You’ll gain hands-on experience, training, and mentorship from industry experts. During this journey, you’ll work with clients across various sectors like software development, engineering, and pharmaceuticals, helping them achieve tax relief to fuel innovation.

Key Features of the Programme:

• Comprehensive Training: Develop both technical and interpersonal skills with support for ATT and CTA qualifications.
• Diverse Projects: Engage with clients from start-ups to large enterprises, tackling challenges that shape industries.
• Continuous Mentorship: Our experienced team members guide you, offering insights to help you grow and achieve your goals.

About the Role

The R&D Tax Associate role is a fantastic opportunity for someone looking to kick-start their career in tax consultancy, specifically focusing on R&D tax relief. You will assess client projects and prepare financial and technical reports. Your work will help companies access critical R&D funding.

In this role, you'll have the opportunity to work with a range of clients, from startups to established corporations, across industries like manufacturing, software development, engineering, and pharmaceuticals. You'll be supported in gaining your ATT and CTA qualifications, while working alongside experienced professionals who are eager to help you grow.

In this Role, You'll

• Engage with clients to assess projects eligible for R&D claims, typically in industries such as manufacturing, software development, engineering, and pharmaceuticals.
• Draft financial and technical reports for submission to HMRC.
• Collaborate with the team to ensure projects are delivered on time and exceed client expectations.
• Manage client relationships and communicate progress effectively.
• Use tools like Salesforce for efficient project management.
• Continuously improve your knowledge of R&D tax credits and related legislation.
• Identify opportunities for clients to maximise their R&D claims.
• Provide feedback to enhance internal processes.

We're Seeking Someone with Experience Including

• Interest in finance or technical fields, preferably with a relevant degree or work experience in engineering, accounting, or similar.
• Excellent communication skills, both written and verbal.
• Ability to work independently while being part of a collaborative team.
• Methodical, organised, and detail-oriented.
• IT literate, with proficiency in Microsoft Office tools like Word and Excel.
• Comfortable engaging with clients at all levels, representing CBTax professionally.
• Commitment to delivering excellent customer service.

You Might Thrive in this Role if You

• Are motivated by helping clients unlock their potential through tax-saving strategies.
• Have an analytical mindset and enjoy translating complex technical information into understandable insights.
• Are a strong communicator and can confidently represent our brand.
• Enjoy working on diverse projects and are adaptable to new challenges.
• Are passionate about developing your career within the tax or consultancy space.
• Have a growth mindset and enjoy continuous learning.

Compensation, Benefits, and Perks

• Competitive salary with performance-related bonus.
• Referral scheme for new clients or team members.
• 5% employer pension contribution.
• BUPA healthcare for you and your family.
• Study support to gain ATT and CTA qualifications.
• Client-facing exposure from Day 1 and opportunities for career progression.

About CBTax

CBTax is a rapidly growing tax consultancy firm, with a focus on R&D tax relief and other tax-saving strategies. We aim to be the leading R&D tax consultancy in the UK and Ireland, and our team plays a crucial role in helping us achieve this vision. Our culture emphasizes proactive problem-solving, continuous professional growth, and a client-first approach that drives us to help businesses innovate and succeed.

Our diverse client portfolio keeps our work engaging and challenging, providing our team members with the opportunity to work across various sectors. We are committed to fostering a diverse and inclusive team and encourage applications from candidates of all backgrounds. We are also dedicated to supporting applicants with disabilities throughout the recruitment process, ensuring a fair and comfortable experience.

Inclusivity Statement

We believe in building a diverse and inclusive workforce and strongly encourage applications from all backgrounds. If you have a disability, let us know how we can support you throughout the recruitment process.