Incentives and Reliefs Assistant Manager

Company Description

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.

Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.

Job Description

We're seeking a talented individual to join our Incentives and Reliefs team in our Manchester office.

You will be responsible for assisting the managers and directors in managing a portfolio of clients and completing claims for Research and Development tax relief, patent box relief, and various creative industry reliefs. This will include leading client meetings/ calls to discuss technical R&D projects, completing and reviewing project case study documents and claim calculations, and client liaison throughout each claim process.

Key Responsibilities

Client work

• Assist in managing a portfolio of R&D clients and their claims, including client relationship and workflow management
• Client liaison on technical R&D claim matters
• Conduct technical client interviews
• Prepare and review tax relief claims, including technical case study reports and claim calculations
• Ensure procedures are followed taking account of institute and HMRC guidance, where relevant

Staff Management and Development

• Liaison with managers and directors
• Appraisals/monitor staff performance
• On the job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters
• Dealing with staff questions

Personal Development (Technical & Other)

• On the job training
• Reading; internal meetings; internal and external seminars and courses
• Awareness/interest in what other parts of the firm can do, to encourage cross-referrals

Qualifications

• Strong communication skills, both written and oral
• Teamwork skills – ability to organise and support others
• Problem solving - positive attitude to solving problems and deliver outcomes
• Strong workflow management skills
• Commercially aware
• Demonstrable experience of managing people
• Strong IT skills, including Excel proficiency

Additionally:

• Chartered tax advisor (CTA) and/or accountant (ACA/ACCA/CA), or international equivalent.

OR

• Formal university/ professional qualification in a field of natural science/ technology (eg engineering, software development) and two+ years of experience working in that field.

AND proficiency in English and Mathematics

Additional Information

As a colleague here at S&W you will have access to benefits that include

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.