Tax Credit Expert Lead

23 hours ago


London, Greater London, United Kingdom Evelyn Partners Full time

Evelyn Partners, a leading integrated wealth management and professional services group in the UK, is seeking an experienced Tax Credit Expert to lead their Research Development team. With over 186 years of experience, we help individuals and businesses thrive through our comprehensive range of financial and professional services.

We value personal relationships and exceptional advice expertise, which drives our outstanding growth and innovation. As a Tax Credit Expert Lead, you will identify, prospect for, and deliver support and advice on R&D tax credits to both existing and new clients. This role involves advising clients on claim quantum, qualifying expenditure, and submitting claims to HMRC. A significant part of the job will be business development, leveraging your expertise to find new opportunities and build relationships with potential clients and intermediaries.

The ideal candidate will have:

  • Significant tax experience gained within the profession or industry
  • Proven R&D tax experience working with diverse clients in terms of size, complexity, and sector focus
  • In-depth knowledge of HMRC's processes and technical understanding of qualifying activities for R&D tax incentives
  • Demonstrable understanding of UK and international businesses and how R&D tax services can benefit them
  • A track record of business development, winning clients from new and existing contacts
  • Project management experience

We offer a competitive salary of £60,000 - £80,000 per annum, plus benefits including private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.



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