R&D Fintech Software Assistant Manager - Ref - 33759

Our client is a leading international accountancy and advisory firm, recognised for providing innovative solutions to ambitious, entrepreneurially-spirited, and high-growth businesses. With a strong reputation for quality, they combine technical excellence with commercial insight, helping clients across sectors to navigate today’s fast-changing business landscape.

Within their Innovation & Technology Group, a multidisciplinary team of engineers, software developers, scientists, auditors, and tax professionals, the firm specialises in supporting companies to access R&D tax reliefs, Patent Box benefits, grants, and innovation incentives.

This is a unique opportunity to join a specialist team, working closely with clients in the Financial Services, Fintech, and Crypto sectors, helping them secure vital innovation funding while deepening your expertise in both tax and technology.

About the Firm

With a global network and strong UK presence, the firm is trusted by ambitious businesses, not-for-profits, and individuals alike. Their people-first culture places collaboration, respect, and support at its core, offering career paths that can flex with personal and professional ambitions.

From fintech start-ups to multinational institutions, the firm is at the forefront of R&D tax advisory for software and technology-driven businesses. This is an opportunity to work in a team that combines cutting-edge technical expertise with deep sector knowledge, empowering clients to innovate while ensuring compliance.

The Opportunity

As an R&D Fintech Software Assistant Manager, you will:

• Manage client relationships across financial services, fintech, and crypto businesses, acting as a key point of contact.
• Undertake financial assessments of R&D claims and prepare submissions to HMRC, including the R&D Additional Information Form and pre-notifications.
• Work alongside technical tax experts to ensure compliance with legislation and support in responding to HMRC enquiries.
• Analyse R&D project costs, translating complex software and technical concepts into clear, concise reports for non-technical stakeholders.
• Support Patent Box claims and cross-sector innovation projects.
• Collaborate with colleagues across audit, tax, and advisory to deliver joined-up client service.
• Contribute to business development initiatives, cross-selling opportunities, and thought leadership in the fintech and software space.

What We’re Looking For

• A degree (ideally MSc/MEng/PhD) in Information Technology, Computer Science, or related software/engineering discipline.
• At least 2–3 years’ professional experience in software development, engineering, or an R&D tax consultancy role.
• Strong knowledge of software architecture, development processes, APIs, or similar technical areas.
• Previous experience preparing R&D tax relief claims for software clients.
• Excellent communication skills, with the ability to translate technical issues into non-technical language for a broad client base.
• Commercial awareness and an active interest in financial services, fintech, and crypto.
• Strong attention to detail, numerical ability, and confidence in handling project finances.
• Proactive, client-focused, and able to work both independently and as part of a wider team.

Benefits

• Competitive salary and performance-related bonus
• Contributory pension scheme
• Private medical insurance and income protection
• Generous holiday allowance, with option to purchase additional days
• Agile and hybrid working arrangements
• Tailored learning and development programmes, with mentoring and coaching support
• Access to a wide range of wellbeing and lifestyle benefits including cycle to work, health and fitness programmes, and discounts on everyday spending
• Opportunities to volunteer, support charitable initiatives, and contribute to ESG projects