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R&D Tax Associate Director

4 months ago


Manchester, United Kingdom CBTax Limited Full time €75,000

Job Title: Associate Director Reporting to: Delivery Director Salary: £75,000 Base Salary – OTE £100,000 + Location: Manchester – office based

CBTax are an award-winning, leading tax consultancy practice supporting clients with research and development (“R&D”) claims and other tax saving service offerings. Having won the Accounting Excellence Fast-Track Firm of the Year 2022, and Business of the Year 2021 at the Northamptonshire Business Excellence Awards, CBTax has been recognised as the fastest growing tax consultancy firm in the UK and Ireland with an ambition to become the largest innovations tax practice.

Due to expansion, CBTax are seeking a number of Associate Directors to join our Manchester team to support the firm's continued growth across the UK. Our team is the backbone of our success, and as an Associate Director you will be responsible for the development of CBTax’s market presence, support the origination of new business opportunities, take responsibility for innovative client delivery and excel in thought leadership, whilst managing projects and work streams for client delivery. The Associate Director will work closely with the Delivery Director, Managers and C-Suite to successfully deliver work and grow the business in the UK.

We are seeking proactive individuals who can independently manage tasks while also collaborating effectively with other Senior Managers, Directors, and Clients. Candidates should have experience in client portfolio management, a significant part of the role will be business development of existing and new clients as well as potentially developing a specialist field of technical and/or sector knowledge and expertise.

Key Responsibilities

  • Preparing government incentive claims.
  • Drafting detailed technical reports to support the R&D projects included in the claims.
  • Preparing HMRC submission documents supporting the R&D claim.
  • Managing a portfolio of clients and overseeing project delivery.
  • Managing client engagements and cultivating strong relationships with clients and internal stakeholders.
  • Responding to HMRC queries or liaising with them on behalf of clients regarding R&D claims.
  • Offering advice on tax technical points to clients and internal stakeholders.
  • Supervising junior team members and updating senior stakeholders on project progress.
  • Identifying and pursuing new business development opportunities.
  • Collaborating within a strong team-oriented environment.


Required Experience

  • Strong technical knowledge of UK’s R&D tax.
  • Strong project management skills, capable of handling multiple live projects concurrently and managing one's workload effectively.
  • Excellent communication skills, serving as the main point of contact for managed projects with various stakeholders.
  • Coaching and delegation abilities, supporting the growth of technical expertise and soft skills in the team.
  • Strong written skills for report writing, technical memo drafting, and concise advice notes.
  • Analytical skills for numerical analysis of client data.

Company Benefits

  • BUPA healthcare
  • Performance Bonus
  • Uncapped Commission Bonus
  • Cycle to Work Scheme
  • Electric Car Scheme
  • Tech Scheme
  • Flex Benefits
  • Referral scheme
  • 5% Employer Pension Contribution

We strongly encourage applications from people of all backgrounds.  For applicants with disabilities, please contact us to let us know of any adjustments we can make to support you during the recruitment process.    

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