unity-advisory - Senior Manager - R&D Tax (Tax & Costing)
Requirements
• Deep expertise in the tax and financial mechanics of UK R&D tax relief, including RDEC, ERIS, cost categorisation, and CT600 treatment, ideally gained in a Big 4, top-tier, or specialist R&D advisory firm. • Proven ability to navigate complex corporate cost structures, group recharges, subcontractor chains, and multi-entity claim scenarios. • Strong working knowledge of HMRC’s R&D compliance framework, enquiry processes, and the Additional Information Form. • Excellent project management skills with the ability to manage multiple concurrent claims across varying industries and deadlines. • Exceptional stakeholder management, with confidence advising senior finance and tax leaders. • ACA, CTA, ATT qualified or equivalent practical experience. • A genuine enthusiasm for AI and technology, with a willingness to adopt, experiment with, and help build AI-enabled advisory tools. You do not need to be a developer, but you should be excited by what AI can do for R&D tax delivery and keen to be part of shaping it. • Collaborative, entrepreneurial mindset with a genuine appetite to help build a next-generation advisory firm. • Working at Unity Advisory • We offer a hybrid and highly flexible working environment, centred around outcomes and impact. As a Senior Manager at Unity Advisory, you’ll be empowered to take ownership, drive innovation, and shape the future of R&D tax advisory in a firm that values modernity over legacy.
Responsibilities
• Own the end-to-end financial and tax-technical delivery of R&D tax claims, including cost identification, apportionment, computation, CT600 adjustments, and HMRC submission. • Analyse client cost bases to identify and quantify qualifying direct and indirect R&D expenditure under the merged RDEC scheme and the Enhanced R&D Intensive Support (ERIS) regime. • Lead detailed cost reviews with finance teams, interrogating trial balances, payroll data, subcontractor arrangements, cloud computing and data licence costs, and overhead allocation methodologies. • Navigate the complexities of the merged scheme, including the overseas expenditure restrictions, PAYE/NIC cap mechanics, subsidised expenditure rules, and claim notification requirements. • Prepare and review robust claim reports and supporting schedules that withstand HMRC enquiry, including the Additional Information Form (AIF). • Stay ahead of legislative and case-law developments, advising clients on their practical impact and adjusting claim strategies accordingly. • Work alongside the Technology & Science team to ensure qualifying activity narratives and cost schedules are fully aligned. • Manage HMRC enquiries and voluntary disclosures, acting as the primary tax-technical point of contact. • Develop and maintain trust-based senior client relationships, advising CFOs, Group Tax Directors, and Financial Controllers. • Provide leadership, coaching, and technical oversight to junior team members on costing methodology and tax compliance. • Actively adopt, build, and improve AI-driven tools and workflows for cost analysis, claim computation, and compliance, in line with Unity’s culture of embedding AI across all workstreams. • • Contribute to business development, pricing strategy, thought leadership, and go-to-market initiatives.
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