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Tax Manager - R&D Tax, Financial Services

Date: Oct 11, 2021

Location: London, United Kingdom

Company: KPMG UK

This role is available across all UK offices (London, Birmingham, Manchester, Leeds, Reading, Bristol, Cardiff, Southampton, Newcastle, Nottingham, Liverpool, Edinburgh, Glasgow and Aberdeen).

At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability comes from our people – their different perspectives, experiences and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets – we’re making bold changes to who we are and what we do. Be part of it.

Our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability comes from our people – their different perspectives, experiences and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets – we’re making bold changes to who we are and what we do. Be part of it.

KPMG’s national Innovation, Reliefs & Incentives (IRI) team provide industry leading guidance and assistance to our broad and diverse client portfolio. The national team leverages our new technology platforms to deliver high quality R&D tax, Patent Box, Research & Development Allowances, Creative Industries Tax Relief, Grants & HMRC dispute resolution services. As one of the largest teams in the industry our continued investment in innovat


ive technology means we deliver a frictionless service for our clients. To help us achieve our ambitious growth plans we seek engineers, scientists and tax professionals to join us on the next exciting phase of our
journey. Working with clients who share in our values coupled with providing you with the support and opportunity to drive your career forward, why not come and join us!




The R&D team is looking to expand with the appointment of a Tax Manager based in any of our UK offices. R&D Tax Relief provides an incentive to UK businesses carrying out qualifying R&D activity. The team works with businesses from almost every sector of the economy to identify their qualifying R&D activity, quantify it and obtain the R&D incentive relief for them, as well as working with clients to best leverage the Patent Box regime.

Role and Responsibilities:

This Manager level role is for a R&D claim specialist or engineer to work with the local incentives personnel to accelerate the growth of our business in this region. You will be required to use your knowledge and experience to help our clients in making claims for R&D Tax relief, as well as Patent Box claims.

You will also be required to:
- Work with the engagement team to develop claim methodologies and prepare R&D tax relief and Patent Box claims for submission to HMRC.
- Manage overall client engagement, including liaison with KPMG and client staff.
- Work with HMRC specialists to facilitate the agreement of R&D and Patent Box claims.
- Advise client finance staff on the application of the R&D legislation and extract the costs to be claimed.
- Build an internal network within the wider tax practice of the firm.
- Help to establish and maintain strong client relationships with both existing and new clients.
- Work with the KPMG technical specialists to ensure that eligible R&D Tax expenditure and Patent income is correctly identified.
- Lead in progressing business development opportunities and to pitch for work with both new and existing clients.Skills and Qualifications:
- Must have a detailed working knowledge of the R&D tax legislation and experience preparing R&D calculations.
- Must be able to demonstrate an ability to explain complex technical tax concepts.
- Must be capable of producing documentation to a high level of quality for submission to HMRC.
- Must be able to demonstrate project management skills and an ability to manage own workload well.
- Must have experience of working in an industrial product or process development.
- Must have experience with preparing R&D documentation for non-tax specialists.
KPMG Overview


KPMG is part of a global network of firms that offers Audit, Tax & Legal, Consulting, Deal Advisory and Technology services. Through the talent of over 16,000 colleagues, we bring our creativity and insight to our clients’ most critical challenges.

With offices across the UK, we work with everyone from small start-ups and individuals to major multinationals, in virtually every industry imaginable. Our work is often complex, yet our vision is simple: to be the clear choice for our clients, for our people and for the communities we work in.


Service Line Information


The Claims and Incentives team are part of our wider Corporate Tax department. They help our clients to secure cash tax savings through government sponsored tax reliefs and incentives. The team is made up of Fixed Asset Tax Services (“FATS”) and Innovation Reliefs & Incentives (“IRI”) and supports clients who incur expenditure on fixed assets and carry out innovative activities. The FATS team is made up of tax advisers, accountants and surveyors and reviews fixed asset costs such as expenditure incurred on the construction of property to enhance and accelerate the available tax relief wherever possible. They also help clients on their processes to capture data in relation to fixed assets and have developed technology tools to assist with this process.

Within IRI staff work with clients to help them claim tax incentives for innovation. The IRI team works with companies of all sizes from almost every sector of the economy to identify their qualifying R&D activity, quantify it and help them obtain their R&D incentives, as well as working with clients to best leverage the Patent Box regime. The team consists of staff with a wide variety of skill sets all working together, from technical specialist including scientists, engineers and IT experts to fully qualified accountants and tax advisers. The teams are spread over the UK to best meet our clients’ needs and the national team all work together as one unit. The teams are spread over the UK to best meet our clients’ needs and the national team all work together as one unit.


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