• Liaise directly with customers to assess R&D eligibility and understand their business.
• Own the end-to-end claim process, from notification of intent to claim through advance assurance, drafting, submission, and defending claims under enquiry.
• Translate your real-world claims experience into rules, checklists, and logic that can be built into an automated product.
• Identify what proof and documentation a claim actually needs to withstand scrutiny, and work with the team to design data capture that gets it right the first time.
• Explain R&D concepts to non-specialists, ranging from founders to operations leads, to accountants.
• Coordinate with a customer's other advisors, including bookkeepers, lawyers and other tax experts.
• Shape the R&D product itself - pricing, scope, and what should be automated versus handled by a specialist.
• Determine a customer's reporting obligations and build the workflows that generate the necessary documents.