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R&D Finance Account Specialist
2 months ago
Belinda Roberts Ltd is a fast-growing business-to-business financial services company seeking a skilled Client Manager/Business Analyst to join their expanding team. This newly created role offers development opportunities and a chance to work in a dynamic, supportive environment.
As a key member of the Financial Analyst/Client Management team, you will play a vital role in sustaining the company's growth. Your core responsibilities will include:
Key Responsibilities:- Client Support: Assist clients in identifying qualifying projects for tax benefits.
- Client Facing: Develop strong relationships with senior technical personnel, ensuring efficient and effective communication.
- Project Coordination: Collaborate with clients and key personnel to establish eligible R&D projects and activities.
- Technical Reporting: Draft Project Technical Reports disclosing projects discussed in meetings, in line with R&D tax legislation guidelines.
- Tax Legislation: Stay up-to-date with tax legislation changes and communicate these to clients and accountants.
- Client Communication: Liaise with clients and accountants to obtain necessary information for R&D returns.
- Workload Management: Actively manage your workload, updating progress in internal systems and providing updates to management.
- Organisation: Maintain a high level of organisation, identifying client pipeline progress and ensuring timely claim processing plans.
This role requires a strong Client Management background, excellent Excel skills, and the ability to work in a fast-paced environment. While a Financial Services background is advantageous, it is not essential. Our company offers training and supports a motivated working environment with excellent benefits.
