Tax Manager (R&D Tax Relief)

Sumer Group Holdings Limited; Belfast; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Belfast is seeking an experienced Tax Manager to oversee R&D tax relief claims. In this role, you will manage client portfolios, ensure compliance, and lead a team to maintain high standards in reporting. The ideal candidate will have demonstratable experience in R&D tax relief and excellent client management skills, along with the ability to meet deadlines effectively. This position offers a competitive salary and various benefits including training and development opportunities.

Benefits

Competitive salary

Pension plan

Continuous training and development

Diverse and inclusive culture

Social responsibility initiatives

Social events and team building

Qualifications

• Demonstratable experience of R&D tax relief.
• Excellent report writing skills required.
• Comfortable in a client-facing role.

Responsibilities

• Manage a portfolio of clients from inception to review.
• Ensure smooth processing of claims from information collection to submission.
• Organise educational seminars for clients.

Skills

R&D tax relief experience

Excellent report writing skills

Client facing experience

Knowledge of relevant legislation

Team management

Deadline management

Job description

Tax Manager (R&D Tax Relief)

Department: Corporate Tax

Employment Type: Permanent

Location: Belfast

Description

We are looking for an experienced and detail oriented R&D Tax Manager to oversee a portfolio of clients, ensuring the smooth processing of claims from inception to submission.

In this role, you will lead a team, manage workflows, and ensure compliance with R&D criteria while maintaining high-quality reporting standards. You will also play a key role in client engagement, delivering educational seminars, improving record‑keeping processes, and handling HMRC enquiries.

Key Responsibilities

• Manage portfolio of clients from inception to review
• Ensuring smooth processing of jobs from information collection through to submission
• Organise workflow to ensure prompt completion of jobs
• Manage team throughout the R&D process and ensure deadlines are met
• Organise educational seminars with clients and present either in person or via Teams
• Work with clients to improve their record keeping and approach
• Interview clients with junior staff and ensure all R&D criterion are being met
• Deal with any HMRC enquiries that may arise
• Ensure Reports are complete and of a high standard before final review by Senior Tax Manager/Director
• Assist in the training of junior staff
• Business Development

Skills, Knowledge & Expertise

• Demonstratable experience of R&D tax relief
• Excellent report writing skills
• Comfortable in client facing role
• Up to date knowledge of relevant legislation and case law
• Experience of working as part of a team and managing staff
• Able to manage both staff and jobs to ensure all relevant deadlines are met

Job Benefits

• We offer competitive salaries and benefits, including pension, benefits hub, and an agile working policy.
• We provide continuous training and development opportunities, as well as mentoring and coaching from senior staff.
• We have a diverse and inclusive culture, where you can work with colleagues from different backgrounds and perspectives.
• We have a strong social responsibility ethos, and we support various charities and community initiatives.
• We have a fun and friendly atmosphere, where you can enjoy social events and team building.