Financial Consultant

April 19, 2021

Are you a financial whizz? Do you love numbers more than the average Joe – or Joleen?

Well, if your answers are yes then; do we have the opportunity for you!

We know what we’re looking for in our next team member so we’ll get to that part in a bit. First, we want to make sure this is the right job for you too.

So, picture this: you wake up in the morning, knowing you’re about to help businesses grow by understanding and applying their finances. As you make your way into our newly refurbished Brixton office with the sun beaming down on you, you have a bounce in your step as you know that every day is a chance to develop and grow. Once you’re in, you walk past the foosball table and sit down at your desk taking note of the Spotify playlist of the day, and then it begins – another great day at Bonham & Brook…

Ok – fine. We may not be able to guarantee this every day but what we do guarantee is that you will be supported by a team who all want to make sure that we all enjoy what we do day-in and day out. We have a fantastic development program and progression plans, and we thrive when our team thrives.

We have over doubled in size in the past year and we definitely don’t plan on stopping that anytime soon. Together, we work very hard to encourage this growth by helping each other, supporting our clients, and making sure our partners are all satisfied.

But, we work hard to play hard and enjoy social get-togethers and weekends away – with the most recent one ending up in seeing who could be flung in a zorb ball the furthest.

Anyway, enough about us, let’s get to you and your role.

Bonham and Brook are looking for a highly motivated R&D Tax Financial Consultant who is looking to take the next step in their career. You will be responsible for managing the end-to-end process with your clients from the initial kick-off meeting through to the submission of the claim to HMRC. Working with the consultancy team, you will help us create long-term, trusting relationships with our clients. As a Financial Consultant, you will advise clients on financial matters throughout their claim, whilst identifying and analyzing areas of qualifying expenditure and ultimately calculating their tax benefit. You will be working in a fast-paced environment where you will be responsible for the delivery of multiple clients’ claims each month.

Skills Required

  • Experience working as an R&D tax consultant.
  • Relevant accounting or tax qualification (ACA, ACCA, ATT, or similar) or working towards.
  • Proficient in Microsoft Excel.
  • Experience with Corporation Tax filing software is preferred (Alphatax, Taxfiler, Sage, etc.)
  • Strong verbal and written communication skills and a high level of attention to detail.
  • Experience managing a team is preferable.

Duties & Responsibilities

  • Advise clients on the R&D tax relief scheme, both SME and RDEC.
  • Advice on eligibility, qualifying expenditure, and legislation affecting R&D tax.
  • Manage the end-to-end process of delivering a client’s claim, alongside the account managers and technical consultants.
  • Manage multiple client claims concurrently (10-20 clients per month).
  • Analyse financial data received from clients.
  • Identify areas of qualifying expenditure in the client’s P&L.
  • Analyse expenditure for R&D apportionment.
  • Perform a financial assessment to calculate the client’s tax benefit.
  • Work with client’s accountants to ensure correct submission of the tax return.
  • Keep up to date with UK tax legislation and advise clients and the team accordingly.
  • Liaise with HMRC in the event of inquiries.
  • Monitor internal procedures to ensure the submission of compliant claims.

What will day to day work life include?

  • Analysis of various financial documents and tax computations
  • PAYE, Subcontractor breakdowns.
  • Financial assessments.
  • Integration of financial information into the report.
  • Communicating with the relevant people such as, clients accountants and FD’s
  • In-depth understanding of tax regulations
  • Awareness of legislation changes

What Bonham & Brook offers you:

  • Brand new office in Brixton with foosball, PS5 and modern amenities
  • Vitality health plan completing probation, including:
    • Apple watch
    • Online classes
    • Cinema tickets
    • Reduced gym membership
    • GP
  • Performance-related bonus/incentives.
  • Work socials
  • Company trips.
  • 25 days + Bank Holidays.
  • Holiday buyback and carry-over options
  • Pension
  • Regular reviews
  • In house training, promotions, and progression

Here’s what our team has to say!

Apply Now

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