R&D Tax Associate

Role: R&D Tax Associate
Reporting to:
Managing Director - Onside Tax
Salary: £35,000 to £50,000 depending on experience and qualification level

Location:

Remote - working from home in the UK

The R&D Tax Associate will be responsible for tax services and advice provided to clients, with a focus on R&D Tax Relief. The main responsibilities of the role will be the management of a caseload of companies working on advancements in science and technology, and preparing their claims for R&D Tax Relief and any supporting tax work.

Whilst R&D work will be the main focus of the role, the R&D Tax Associate will also assist with other tax advice/compliance services from time to time, including but not limited to providing personal and business tax advice, EIS/SEIS compliance, EMI/ERS advice and compliance, ad-hoc advice on other taxes and tax compliance.

The R&D Tax Associate will assist with practice improvements including documenting processes, streamlining the tax processes and workflow, and systems analysis. They will also be a point of contact for the wider team, providing support on tax queries when they arise. Above all, the R&D Tax Associate will work to maintain and develop the reputation of the firm by submitting first‑class work and investigating and managing problems as and when they arise, including liaising with other departments within the firm.

The individual will work closely with the wider Onside team, who will assist with their development and any necessary training as required. The role also offers mentorship from the Managing Director & Head of Tax at Onside Tax. The role comes with company support and course funding through ATT and CTA qualifications, where applicable.

• Project managing the delivery of a caseload of R&D claims covering a range of businesses, from small to very large and complex.
• Preparing claims for R&D tax relief. This will include but is not limited to:
  • meetings with clients to discuss the scheme/process
  • acquiring/collating information on relevant R&D projects
  • analysis of R&D expenditure with input from client
  • preparing R&D reports detailing the advancements/uncertainties with appropriate tax analysis/guidance
  • preparing R&D Additional Information Forms
  • preparing the corporation tax return/computations with appropriate R&D inputs
  • HMRC correspondence
• Preparation of EMI notification and ERS returns.
• Preparation of compliance documents for EIS and SEIS.
• Assistance with ad hoc tax queries in relation to income tax, corporation tax, VAT, PAYE, NICs, capital gains tax, and SDLT.
• Documentation and streamlining of tax‑related processes.
• Developing and maintaining strong relationships with clients, and other members of the team.
• Tax research and advice preparation.
• Remuneration planning for business owners.

The post‑holder will undertake, achieve and maintain the mandatory level of informal and formal training required to meet the company’s expectations in terms of service standards, client service, quality and performance.

The post‑holder will be ATT qualified as a minimum, with an interest in progressing to CTA (or studying towards their CTA qualification), or hold an equivalent professional accounting qualification (ACA/ACCA/CA) and be interested in progressing the relevant tax qualifications (ATT or CTA).

For any ongoing professional qualification training (e.g. CTA) that they are undertaking, they will complete this through self‑study in their own time and not during working hours. However the company will bear the cost of this training and related examinations (first sit only). These courses are designed to provide the post‑holder with a robust awareness of all areas of UK tax, and particular expertise in the areas of taxation affecting individuals, UK companies and owner‑managed businesses.

Additionally, the post‑holder is expected to:

• Participate in training and support delivered by other Onside employees or external service providers;
• Take responsibility for their own professional development, learning and performance and demonstrate skills and activities to others who are undertaking similar work.

In support of your continued…