Financial Consultant - R&D Tax Credits
Do you love the thought of working with a wide variety of clients, from nimble startups to large manufacturers, using your numeric noose to drive the financial side of their tax credit claims?
Do you love the thought of working with a wide variety of clients, from nimble startups to large manufacturers, using your numeric nouse to drive the financial side of their tax credit claims?
If this sounds like you, read on!
GrantTree is an innovation funding consultancy specialising in R&D Tax Credits and Grants. We work with some of the UK’s most innovative companies, helping them to maximise their government funding opportunities. We have ambitious plans for the years ahead and are looking for bright, motivated, and conscientious people to join our R&D tax credits delivery team.
That’s where you come in!
As a Financial R&D Consultant, you’ll be helping GrantTree’s clients prepare fully-compliant claims for R&D Tax Credits. You’ll share your experience and a deep understanding of the R&D Tax Relief schemes, as well as support in business development. You will also be assisting our Enquiry Defence team, helping new and existing clients resolve HMRC compliance checks.
As part of our rapidly growing team, you’ll be working with internal stakeholders such as our Customer Success Managers to ensure all of the financial and technical information is collated to complete the required reports to file a claim. We are looking for future talent who are as good with people as they are with numbers. If you have a passion for technology, a head for figures, and a love of learning, then you could help hundreds of companies a year bring the future closer.
On a typical day, you might:
Work closely with our clients’ founders and technical leads to prepare all financial aspects of their R&D claims.
Proactively provide advice to clients on legal and legislative changes to the R&D Tax Credits scheme.
Connect with internal stakeholders across the business to deliver government innovation funding to meet high levels of expected client service and internal and external deadlines.
Regularly attend meetings, actively participate in process improvements and help generate solutions to our clients’ R&D tax matters.
Assess the impact of changes in the tax law on your client book.
Requirements
Minimum 2+ years' experience in an R&D tax role
Immaculate experience in delivering tax credits claims, or equivalent, including in-depth knowledge of the CIRD and BIS guidelines beyond what typically qualifies and how relief is calculated.
Led HMRC enquiry processes in both in written and face-to-face exchanges, achieving successful outcomes for your clients.
Knowledge of non-R&D specific tax legislation such as Group Relief.
Experience in servicing a large client book of clients featuring both SMEs and large companies and in delivering more value to these clients.
Confident working on tight deadlines while maintaining high service levels with keen attention to detail.
Comfortable communicating with CEOs, CFOs, and founders via email, phone, and in-person.
Preferably London based
Benefits
For this role, the salary will be £40,000.00-£50,000.00 (London Based Only), depending on experience. In addition to your salary, we are offering a place where you can be yourself, develop your skills and fulfil your potential. We also have a flexible approach to working. So, outside of your three-month training period, you can work from wherever you are most productive.
Other benefits include:
30 days paid holiday
Training and development budget
Monthly wellness budget
A generous and inclusive parental leave policy
Cycle to Work scheme
Discounted private health insurance
Season ticket loan
Study, pawternity and charity leave
Regular social and wellness events
Access to premium platforms like Spill for mental well-being
Equal Opportunities
Teams are stronger when they have a diverse range of people. We welcome applications from everyone, regardless of the categories they put themselves in. We also encourage talented ‘square pegs’. If you think you’re the right person for the job even though you don’t quite fit the role spec, be daring and apply! Tell us why you're perfect in your cover letter. We'd love to hear from you!
- Team
- R&D Tax Credits
- Locations
- HQ
- Remote status
- Hybrid
- Yearly salary
- £40,000 - £50,000
- Employment type
- Full-time
Colleagues
About GrantTree
GrantTree was founded in 2010 by Paulina Sygulska-Tenner and Daniel Tenner out of their drive to provide tangible value to the burgeoning tech startup ecosystem. They were also deeply passionate about creating a living example of the future of work: where people are trusted, valued, and treated as whole humans.
The business grew rapidly and became known for its high quality service. When both founders exited in 2019, Nicky Johnson took over as CEO with a remit to scale the business and expand our impact.
In 2024, we were joined by now Chairman and CEO, Bob Leung. With over a decade of leadership experience, he’s passionate about creating self-driven teams and shaping company cultures that truly value and uplift their people. His mission is simple: to build not just great companies, but great places to work.
Over the years, GrantTree has significantly contributed to the growth of innovation in the UK, securing over £400 million in non-dilutive funding.
The story doesn’t end here. We’re building something exceptional to take GrantTree to the next level, and we hope you’ll be a part of our journey!