S&W a top ten UK accountancy and advisory firm. Since 1881, we've worked with our clients to unlock opportunities and navigate the challenges of a changing world. As a trusted partner, we bring clarity to clients with complex requirements, shaping solutions that make a difference. Offering a broad range of services spanning business and private client tax advice, assurance and business services and a suite of advisory and digital services, we work with clients to understand their needs, uncover value and support every stage of business and of life. We believe this is how we can best support our clients' growth.
It's our vision to be the go-to professional services firm for sophisticated businesses and private clients with complex needs and our success hinges on our people. We are a team of highly skilled and passionate professionals, who are empowered to achieve their career aspirations, as we continue to build our business.
We're seeking a talented individual to join our Incentives and Reliefs team in either our Newcastle/ Birmingham or Manchester office.
You will be responsible for assisting the managers and directors in managing a portfolio of clients and completing claims for Research and Development tax relief, patent box relief, and various creative industry reliefs. This will include leading client meetings/ calls to discuss technical R&D projects, completing and reviewing project case study documents and claim calculations, and client liaison throughout each claim process.
Client work
- Assist in managing a portfolio of R&D clients and their claims, including client relationship and workflow management
- Client liaison on technical R&D claim matters
- Conduct technical client interviews
- Prepare and review tax relief claims, including technical case study reports and claim calculations
- Ensure procedures are followed taking account of institute and HMRC guidance, where relevant
Staff Management and Development
- Liaison with managers and directors
- Appraisals/monitor staff performance
- On the job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters
- Dealing with staff questions
Personal Development (Technical & Other)
- On the job training
- Reading; internal meetings; internal and external seminars and courses
- Awareness/interest in what other parts of the firm can do, to encourage cross-referrals
Experience and skills
- Chartered tax advisor (CTA) and/or accountant (ACA/ACCA/CA), or international equivalent OR Formal university/ professional qualification in a field of natural science/ technology (eg engineering, software development)
- Previous experience in tax within incentives and reliefs
- Proficiency in English and Mathematics
- Strong communication skills, both written and oral
- Problem solving - positive attitude to solving problems and deliver outcomes
- Demonstrable experience of managing people
- Strong IT skills, including Excel proficiency
As a colleague here at S&W 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
- Season ticket loan
- Eye care support
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Top Skills
What We Do
As top 10 fastest growing UK accounting and advisory firm, we’ve been there, as a trusted partner, helping businesses and individuals meet challenges and seize opportunities across generations.
In a world that is constantly evolving we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that really make a difference.
Since 1881, we’ve been a trusted partner, building a legacy on expertise, simplicity, and an unrelenting commitment to client success.
It is our vision to be the go-to professional services firm for growing businesses and private clients who have complex, diverse needs. Our specialists provide an extensive range of services from tax and accountancy, to assurance and financial advisory services.
We are a business built on expertise, driven by ambition, and defined by our purpose - helping businesses and individuals both in the UK and internationally navigate challenges and seize opportunities.
