Fast growing business to business Financial Services Business requires Client Manager/Business Analyst for their growing team. This is yet another new role due to growth! This is a newly created role that will offer development and progression to the right candidate and the opportunity to work in a really lovely working environment.
As a part of the Financial Analyst/Client Management team, you will play an integral part of sustaining the growth of the business.
Your core activities will include;
1. Supporting clients with identifying qualifying for tax benefits.
2. This role is client facing and relies on the successful candidate dealing with senior technical personnel efficiently and effectively, on a one-to-one basis.
3. Commitment to assisting SMEs and Large companies collate the necessary information to prepare successful tax returns in a timely and professional manner
4. Conducting detailed Project Technical Report Calls with clients / key personnel to establish eligible R&D projects and activities.
5. Drafting Project Technical Reports disclosing the projects discussed in the meeting, in line with guidelines for R&D for Tax purposes.
6. Being able to understand R&D tax legislation and maximise client benefit via researching and solving tax issues.
7. To liaise with industry professionals and accountants regarding the R&D project costing and developments
8. Communicating with clients and acco...