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Innovation, Relief and Incentives Tax Senior Manager

Date: Jul 24, 2019

Location: Manchester, United Kingdom

Company: KPMG UK

Team Information

KPMG’s national Innovation Reliefs and Incentives team ("IRI") is part of our wider Corporate Tax department, where staff work with clients to help them claim tax incentives for innovation and the creative sector. We are a multi-discipline team of tax specialists, scientists, engineers and IT specialists.

Our staff have the opportunity to develop relationships with clients, to help them claim corporation tax relief or credits for research & development, exploiting patents and producing creative content from video games through to TV programmes. This involves working with clients to produce complex tax claims, computations and documentation for HM Revenue & Customs and giving advice on the effect of the incentives on wider business considerations such as managing effective tax rate, structuring or where to locate research and development activities.

R&D Tax Relief provides an incentive to UK businesses carrying out qualifying R&D activity and the Patent Box provides an incentive to businesses that commercialise the results of that R&D in the UK. The team works with businesses from almost every sector of the economy to identify and quantify their qualifying R&D activity and to identify whether they qualify for the Patent Box regime and to quantify the benefits available. We then work with clients to obtain the incentives available to them

The IRI team is looking to expand with the appointment of a Senior Manager in the team based in Manchester

Roles and Responsibilities

This Senior Manager level role is for an individual with experience of the UK R&D Tax Relief regime to work with the local team to accelerate the growth of our business in the North. You will be required to use your tax knowledge to help our clients in making claims for R&D Tax relief, as well as Patent Box claims.

You will also be required to:

• Manage the engagement team to develop claim methodologies and prepare R&D tax relief claims and Patent Box claims for submission to HMRC (having responsibility for managing the overall engagement, including client engagement, technical and costing aspects)
• Work with the client's technical and tax teams to prepare and submit robust and eligible R&D Tax claims and Patent Box claims
• Manage the engagement team in responding to HMRC enquiries into R&D Tax claims and Patent Box claims
• Advise client on tax technical issues
• Build an internal network within the wider tax practice of the firm
• Establish and maintain strong client relationships with both existing and new clients
• Work with the client's finance and tax teams to ensure that eligible R&D Tax expenditure and patent income is identified.
• Play a key role in identifying and progressing business development opportunities and to pitch for work with both new and existing clients
• Contribute to the development of a specific area of the business plan

Qualifications and Skills

• Excellent communication skills in a range of situations both written and oral.
• The ability to deal with technical and finance staff on a one to one to basis, conducting structured discussions.
• Capable of reviewing documentation produced by the engagement team to a high level of quality for submission to HMRC.
• Knowledge of auditing complex costing information before submission to the client and/or HMRC.
• Providing constructive guidance to junior grades to deliver high quality work to the client/HMRC and as part of their career development.
• Capable of communicating confidently and knowledgably with other Managers, Senior Managers, Directors and Partners within the firm.
• Strong business development and client facing skills – proven history of being able to identify opportunities and converting them.
• Very good project management skills and an ability to manage own workload, as well as junior members of the team.
• Excellent problem solving skills
• Team player

Experience and Background

• High level of tax technical knowledge of the UK’s R&D tax incentives
• Knowledge of wider tax issues (knowledge of Patent Box legislation is a bonus)
• Experience in preparing and submitting R&D tax relief claims (experience of making Patent Box claims would be desirable but not essential)
• Experience in responding to HMRC enquiries
• Knowledge of different claim methodologies, especially any industry specific challenges, over a broad range of industries.

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