R&D Financial Analyst – Expanding Specialism

Belfast Source: WhatJobs

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Overview

In this role you support the Innovation Tax team by turning complex financial data into accurate R&D tax relief claims. You work with payroll, ledgers and project costs to prepare claim schedules and robust audit trails. You’ll collaborate with experienced managers to build specialist knowledge in R&D tax incentives and help diverse clients access incentives that support growth. The position combines financial analysis with tax compliance in a client-facing, specialist environment.

Pay / Benefits

collaborative team environment
career progression opportunities
inclusive working culture

Responsibilities

Collate and analyse client financial information (payroll, ledgers, invoices, project costs)
Prepare detailed R&D claim schedules for qualifying expenditure
Reconcile claim calculations with accounting records and tax schedules
Support apportionment calculations for mixed qualifying/non-qualifying spend
Document assumptions and provide audit trails for compliance
Identify anomalies and raise queries with R&D Managers and clients
Prepare financial inputs for additional information forms and claim reports
Manage multiple client files and maintain working papers/evidence packs

Key requirements

Proven experience in finance, accounting, audit, tax, R&D tax support or financial analysis
Strong Excel capability (reconciliations, pivots, data analysis, working papers)
Ability to interpret payroll, ledger, invoices and project cost data
Attention to detail and ability to identify anomalies
Knowledge of R&D Tax Relief qualifying cost categories or ability to learn quickly
Strong organisational skills with multiple deadlines
Understanding of supporting evidence, audit trails and HMRC compliance
Strong problem-solving and communication skills to explain concepts to non-specialists