R&D Technical Specialist

3 semanas atrás


Braga, Braga, Portugal Phiture Tempo inteiro

About the Role

As a Senior R&D Tax Consultant at Phiture, you will play a critical role in ensuring the highest quality of customer service is delivered at every stage of the account management process. Your key responsibilities will include determining non-eligibility for claimant companies, ascertaining and evaluating technical project detail from clients for qualification as R&D for tax purposes, and engaging in client-facing audio and video meetings to inform, motivate, and guide clients to efficiently complete their claims.

Key Responsibilities

  1. Determining non-eligibility for claimant companies and ascertaining and evaluating technical project detail from clients for qualification as R&D for tax purposes.
  2. Engaging in client-facing audio and video meetings to inform, motivate, and guide clients to efficiently complete their claims.
  3. Requesting, reviewing, and discussing financial and expenditure information relevant to R&D projects.
  4. Arranging consultations, ensuring client attendance, and effective use of the R&D Technical team's schedule.
  5. Retention of clients throughout phases, with the aim to re-sign the client (with limited to no fee degradation).
  6. Ensuring any introducer stakeholders are engaged and informed about the progress of relevant clients.

Requirements
Collaborative working is essential – working with others to get things done; willingly giving help and support to colleagues. Conduct quality assurance reviews to ensure the highest standards and to minimize errors within the team. Improve the capabilities of the team by providing appropriate coaching and training. Effectively explain the impact of future changes in the tax legislation and key areas of focus at HMRC to decision-makers.

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