Financial Services - Research And Development Senior Associate

A career in our Financial Services Tax practice, within Private Client Tax, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their cross jurisdictional affairs. You'll advise clients on their US and UK tax affairs, while acting as a trusted advisor feeding in on any tax consideration to be had when making financial decisions. You'll also help individuals understand where the primary right to tax lies in different scenarios, as well as providing advice on tax implications of movement of funds. Our team helps our private clients navigate the frequently changing and complex landscape of having exposure to both US and UK taxation, and manage the international tax environment related to stringent reporting requirements. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both where they are resident and where their citizenship lies.
PwC's National Innovation and Capital Incentives (ICI) team are passionate about helping clients obtain the R&D incentives available to support their investment in innovation. Based in London, our Financial Services ICI team is a diverse group of specialists, with a strong focus on growth.
We are looking to recruit an individual with a background in IT/Software at Senior Associate level with good experience of UK R&D tax incentives to take a supporting role in helping our clients understand the definition of R&D for tax credits, guide them through the process of making R&D eligibility assessments and manage the preparation of robust, high quality documentation to support their claims.
The role
We are looking to recruit an individual at Senior Associate level with experience of R&D and are keen to hear from people who are passionate about innovation, getting to know a broad range of businesses and having a direct role in growing our FS R&D practice.
We are particularly focussed on candidates able to support us in:
Providing support on claim preparation and technical advice across the FS sector from a R&D perspective
Supporting Managers and Senior Managers in delivering workshops with clients to brief them fully on the R&D incentives regime, taking responsibility for managing the input of the client technical teams to facilitate the quantification of the claims and managing the preparation of supporting documentation, developing strong relationships with both our clients and internal stakeholders
Preparation/ review of documentation for submission to HMRC, including descriptions of R&D activities and detailed project summaries to support the R&D claims
Assist in the preparation of R&D claims, including ensuring R&D eligibility assessments are appropriately reflected in the quantification of the claim
Preparing responses to or liaising with HMRC with regard to queries they have on R&D claims on behalf of our clients
Working collaboratively with a strong team focus
Essential skills and experience
Experience of working in a tax environment, specialising in R&D
Working knowledge of tax incentives and experience in preparing R&D claims and a keen interest in developing further
Excellent communication skills - the candidate will be expected to be the point of contact on the projects they manage supporting a range of stakeholders including client contacts, PwC staff in the incentives team and also in the wider tax practice
Coaching and delegation - the successful candidate will help to develop a growing team of associates supporting the R&D team, helping them grow their technical expertise alongside their soft skills
Good written skills including report writing, technical memo drafting and concise advice notes for sharing with clients
Analytical skills for numerical analysis of client data