For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Job Description
Our Research and Development Team are looking for a new Assistant Manager to join the team in Newcastle or Birmingham here at Evelyn Partners.
If you are looking to join a consultative team who excels in their field with a fantastic culture and shared values, please look no further.
Our R&D Team are encouraging and development opportunities are available for those who want to progress their careers.
As R& D Assistant Manager your responsibilities will include among others:
* Acting as a point of contact for the client to develop claim methodologies and prepare R&D tax relief claims and Patent Box claims for submission to HMRC. This will include taking responsibility for client engagement, technical and costing aspects of the project.
* Ensuring HMRC enquiries are responded to for R&D Tax Claims and Patent Box Claims and advising clients on technical issues relating to R&D Tax Claims.
* Establish and maintain strong client relationships with both existing and new clients and work with the client's finance and tax teams to ensure that eligible R&D Tax expenditure and patent income is identified.
Qualifications
To be successful in this role, you should be:
* Ideally fully ATT/CTA qualified or part qualified and working towards or alternatively a background within an Engineering discipline.
* Strong project management skills and able to manage own workload and inform others of project status
* Capable of communicating confidently with clients and internal colleagues of all levels effectively including dealing with technical and finance staff on a one to one to basis, conducting structured discussions.
* Ability to review documentation from more junior team members and provide constructive guidance to enable the production of high quality work.
* Business development and client facing skills and ability to convert new potential opportunities.
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependent)
* Generous holiday package
* #Option to purchase additional holiday
* Shared parental leave
* Fully funded training towards professional
qualifications
* Cycle to work scheme