R&D Client Manager

Michael Page
Milton Keynes, Buckinghamshire
£55000 - £70000 per annum
04 Jun 2023
02 Jul 2023
JN -052023-6050045
Robert Rollason
Job role
Contract type
Full time
Experience level

Within this growing firm based in Milton Keynes you will lead the financial element of the R&D claim and be responsible for successfully managing and leading the process. You will be up to date with the latest Guidelines and will have up to date knowledge of the relevant tax legislation and the CIRD manuals

Client Details

Based in Milton Keynes this chartered firm acts for very wide ranging clients across varying industries acting for wide ranging industry sector sole trader, partnerships and limited company OMBs, SMEs with clients into the £millions, whilst also acting for a significant number or larger clients across larger corporates, groups, charities and other clients providing audit services in addition.

The firm is undergoing very positive, ongoing growth creating an environment with clear progression paths on offer for those seeking a route to develop in their careers. The firm provides a mix of home to office hybrid working, flexible hours with an excellent work life balance and team focused culture, along with competitive salary and benefits


Key responsibilities for this R&D Client Manager based in Milton Keynes:

Client work:

  • Build and develop working relationships with clients, accountants and HMRC to ensure claims are optimised and deadlines are met
  • Alongside your technical counterpart, you will gather information from clients on all aspects of their R&D which you believe to be eligible under the UK R&D scheme
  • Ensure R&D claims meet the requirements of relevant tax legislation and the Guidelines
  • Assemble R&D expenditure calculations, finalise the claim report to include the claim methodology, and complete any additional tax and financial requirements, in a timely manner
  • Review claim reports, R&D expenditure calculations and tax submissions for other team members


  • Deal with client and external accountant phone calls and correspondence


  • Collaborate with the R&D Technical Specialists and R&D Business Development Managers to obtain responses to client questions
  • Support R&D Business Development Managers in the sales and marketing activity including attending events and prospect meetings when required


  • Utilise the software tools available to provide an outstanding service to your client portfolio
  • Ensure your personal software certificates are achieved within agreed timescales and are kept up to date

Other skills:

  • Ensure you are up to date with internal R&D training
  • Manage multiple timelines, deadlines and queries
  • Develop your understanding of additional services & referrals that Ad Valorem has to offer, notify the sales team of any potential opportunities
  • Communicate effectively and appropriately in any given situation


The successful candidate for the R&D Client Manager based in Milton Keynes will be/have:

  • Accountancy/tax qualified e.g. ACA/ACCA/CTA/ATT
  • Minimum 3 years as an R&D tax practitioner with experience leading, project managing, and preparing claims (with a focus on the financial side of claims)
  • Team player; with the ability to develop and inspire others
  • Strong verbal and written communication skills and excellent attention to detail

Job Offer

In return, the successful candidate will receive:

  • Competitive salary + pension contributions
  • Benefits package inc. private medical insurance, death in service benefit
  • Development for career progression within a family-feel environment

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