Post Title
Reports to
Salary Scale

Technical Associate
Operations Manager
GBP 25-31k + bonus (dependent on qualifications and experience)
Solihull and home based

Job Description

As Technical Associate, working in close collaboration with our Client Relations and Finance teams, you will be responsible for liaising with clients to gather details of their qualifying activity and expenditure for inclusion in their technical report. This will involve leading client meetings in person or via Teams, Zoom or telephone. You will be required to learn about the business and sector the client operates in, gather technical information from the client on their R&D project, provide guidance on eligible expenditure, and answer queries on the R&D tax credit scheme.

You will use this information to deliver a written and verbal brief to one of our highly experienced report writers and subsequently review their draft report, ensuring its technical accuracy.

You will acquire a thorough understanding of HMRC’s R&D tax credit scheme and how it can be applied to the activities of companies operating across a multitude of industrial sectors. You are not required to possess prior in-depth knowledge about tax or the scheme; comprehensive training will be provided.

The Technical Associate role is a pivotal one, requiring exceptional time management and organisational ability to be accomplished effectively. The role should appeal to individuals who are looking for a challenging and rewarding position within an exciting and rapidly growing organisation.

Qualifications, skills, and experience:


  • At least two years’ experience liaising with clients in a professional environment
  • Exceptional interpersonal communication skills
  • Good command of written, technical English
  • Excellent attention to detail
  • Good Microsoft Word skills
  • High level of organisational ability, including time and diary management
  • Outstanding work ethic and a desire to immerse oneself in company culture
  • Full driving licence


  • Undergraduate BSc degree
  • Basic knowledge, experience or familiarity with accounting practices
  • Knowledge of R&D tax credit scheme
  • Based near Solihull
  • Basic Excel skills