Role Overview:

The R&D Tax Incentive Client Manager (internally known as a Ticket Owner) is responsible for managing the complete lifecycle of assigned R&D Tax Incentive claims, acting as the primary point of contact for clients and ensuring each claim is accurately prepared, well-supported, and completed within required timelines.

This role combines financial analysis, client relationship management, project coordination, and attention to detail. The successful candidate will take ownership of multiple client claims, working closely with clients, internal technical specialists, and compliance teams to ensure claims are accurate, compliant, and delivered successfully.

We are particularly interested in candidates with strong financial backgrounds, including accountants, bookkeepers, finance professionals, or individuals with experience interpreting financial statements and managing client relationships.

Schedule:

• Monday to Friday, 10:00 am to 4:00 pm (Australian Eastern Time, 30 hours per week)

Key Responsibilities:

• Client & Claim Ownership

• Act as the main point of contact for assigned clients throughout the R&D Tax Incentive claim process.
• Build strong client relationships through proactive communication, regular updates, and effective expectation management.
• Take ownership of claim timelines, deadlines, follow-ups, and overall delivery outcomes.
• Manage multiple client claims simultaneously while maintaining accuracy and service quality.
• Identify potential risks, missing information, and issues that may impact claim completion.

• Financial Analysis & Claim Preparation

• Review client financial records, including:
• Profit & Loss statements
• Balance Sheets
• General ledger reports
• Payroll records
• Expense reports
• Tax and accounting records
• Analyse financial information to identify eligible R&D expenditure.
• Assist with preparing R&D claim calculations and supporting documentation.
• Reconcile claim amounts against financial statements and tax records.
• Identify associate payments, related-party transactions, and potential financial risks.
• Ensure financial information is complete, accurate, and appropriately supported.

• Internal Collaboration

• Work closely with Technical and Compliance teams to ensure claims meet required standards.
• Coordinate information gathering between clients and internal teams.
• Support the review and improvement of claim documentation and processes.
• Escalate risks or issues that may impact claim accuracy or deadlines.

• Process & Workflow Management

• Maintain accurate records of claim progress, client communication, and outstanding actions.
• Ensure all required information is collected and deadlines are achieved.
• Manage workload effectively across multiple active claims.
• Continuously improve processes to increase efficiency and client experience.

Required Skills & Experience:

• Financial Background

• Experience in accounting, bookkeeping, finance, or a related discipline.
• Strong understanding of financial statements, including:
• Profit & Loss statements
• Balance Sheets
• Expense categorisation
• Financial reconciliations
• Comfortable analysing financial data and identifying discrepancies or risks.
• Strong attention to detail and accuracy.

• Client Management Skills

• Experience working directly with clients or stakeholders.
• Strong written and verbal communication skills.
• Ability to explain financial concepts clearly to non-finance professionals.
• Confident managing conversations, expectations, and deadlines independently.

• Organisation & Ownership

• Ability to manage multiple projects or clients simultaneously.
• Strong time management and prioritisation skills.
• Comfortable working independently and taking responsibility for outcomes.
• Proactive approach to problem-solving and follow-through.

Preferred Backgrounds:

• Candidates may come from backgrounds such as:
• Accountant
• Assistant Accountant
• Bookkeeper
• Financial Analyst
• Finance Officer
• Tax Consultant
• Audit Associate
• CFA / Finance professional
• R&D Tax Consultant
• Client Services professional with strong financial exposure
• Experience with R&D Tax Incentives is advantageous but not essential, provided the candidate has strong financial fundamentals and the ability to learn quickly.

Ideal Candidate Profile:

The ideal candidate is someone who:

• Enjoys working with both numbers and people.
• Is comfortable owning client relationships and managing deadlines.
• Has strong financial literacy and attention to detail.
• Can analyse financial information and identify key insights.
• Works independently and takes accountability for results.
• Is organised, proactive, and confident managing multiple priorities.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring

Note:

• Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

Important Disclaimer

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