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At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:
- Working with our clients to transform their business and personal finances
- Connecting and contributing to the business community in the cities we are located in
- Working with charities by fundraising and influencing change both now and in the future through the Sedulo Foundation
- Being a great place to work and develop your career
About the role
You will be responsible for the efficient and successful delivery of R&D / Innovation tax services to clients, assisting the R&D / Tax Innovations Specialist to successfully manage a range of tax relief claims for clients, responsibilities will include but will not be limited to;
- Advising clients regarding the technical application of the R&D eligibility requirements (as set out in the BEIS Guidelines) to the projects undertaken by their company
- Preparing documentation that illustrates how the company projects fulfil the eligibility requirements
- Assist in the quantification of the claims, ensuring that the appropriate costs are incorporated into the claims
- Build relationships both internally and externally with clients in order to identify new R&D related opportunities whilst managing client expectations
- Providing a world class service to existing clients
- Assist with the successful delivery of R&D tax projects, delivering technical excellence through a proactive and business-driven approach
- Collating, reviewing and processing the financial information for the project to maximise the tax relief claim
- Ensuring the claim tracking system is accurate and up to date
- Acting as a point of contact for clients
- Working closely with technical specialists to deliver the most effective claim for our clients
- Working closely with other departments to drive the most client orientated service principles
- Supporting the completion of the weekly and quarterly departmental reports
- Some limited travel to Leeds, London and client sites
Knowledge, skills and experience required
- Enthusiastic technologists, able to think on their feet in a client facing role
- Strong writing skills and able to prepare accurate technical documentation and reports that flow, are grammatically correct and free from spelling mistakes
- Demonstrate attention to detail and a continuous improvement ethos
- Working as part of a team, taking ownership and responsibility for quality and timeliness of overall team output
- Project management and communication to ensure that your individual client engagements are handled efficiently and that the overall team portfolio of clients is managed effectively
- Ability to identify areas of risk, carry out an effective review and know when to refer upwards
- Relationship management skills with ability to manage client expectations
- Use of accounting software such as Xero and Iris is desirable
- Preparation of Profit and Loss and Balance Sheet Accounts
- Data analysis or similar administrative experience
- Advanced use of Microsoft Office, most notably Excel
- Experience using Data / client management systems
