Experience

PrimeBlue

• United Kingdom
• Financial Services
• 1 - 100 Employee

• R&D Consultant

  • Nov 2021 - Present

  R&D Consultant with several years of experience acting as the primary interface with business leaders for a range of science and technology-led industries submitting R&D tax relief claims under both SME & RDEC schemes. Responsible for the correct qualification and classification of R&D activities against HMRC guidelines and CIRD manuals, collation and analysation of corresponding qualifying R&D expenditure and writing of detailed technical reports to concisely and accurately communicate the satisfaction of the R&D defining criteria. Key activities and responsibilities include:(1) Conducting face-to-face and virtual consultations with key clients and those with complex circumstances to identify qualifying R&D activity, and determining critical technical detail to be showcased in the high-quality technical reports submitted to HMRC.(2) Developing strong and mutually productive relationships with business leaders and competent professionals across all science and technology-led sectors to maintain client engagement to reduce submission times while maximising benefit amounts. Helping generate millions of pounds of benefit for clients.(3) Informing clients about HMRC relief scheme guidelines and helping educate clients on opportunities to significantly improve R&D management strategies for future claims.(4) Providing a thorough and communicable knowledge regarding qualifiable costs, qualifying criteria, and maximising claim benefit to clients.(5) Helping to produce learning resources for new starters and delivery of technical up-skilling sessions for consultants, colleagues in adjacent departments, and collaborating partners.



Dawson Christie

• United Kingdom
• Accounting
• 1 - 100 Employee

• Technical Tax Consultant

  • Jun 2021 - Nov 2021



SHENCOH - Research & Development Tax Credits Specialists

• Research Analyst

  • Jul 2020 - Jun 2021

  Conducting efficient technical interviews with clients’ technical experts to understand their R&D activity and then summarising for a non-technical audience.Analysing technical documentation and data from clients to support the development of R&D claim methodologies.Interaction with clients' senior technical and engineering staff to develop a comprehensive understanding of the projects undertaken and review in the light of R&D Guidelines.Writing clear, compelling reports for appropriate authorities (typically HMRC), based on technical interviews to convey how a client’s technical activity is R&D.Developing own knowledge and skills in R&D tax relief and other related issues, keeping technical knowledge fully up to date and continuing to improve.Working together with the Compliance Department in HMRC enquires and reviews.Assisting Senior Financial Analysts and the Submissions Team in completing and collating financial summaries ready for a final review before submission.Building and maintaining R&D / Innovation relationships with clients and managing project delivery whilst ensuring clients receive a world-class service.Drafting initial technical descriptions, claim approach summaries and claim calculations.Working quickly to communicate to any department or individual issues to ensure the team is aware of the risk.Actively participating in project management to ensure R&D claims are delivered on time and within budget.Working effectively in diverse teams within an inclusive team culture where people are recognised for their contribution.Participating in the firm’s internal R&D training for continuous development on the R&D Tax legislation.