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Software Advisor, R&D Tax, Financial Services (Open to flexible working)


The opportunity

Join a highly successful, rapidly growing team, widely regarded as the leading R&D tax professional services provider in the Financial Services sector.

The FSO UK Financial Services Innovation Incentives team advises clients on technological activities they’ve already undertaken which meet the UK’s R&D tax criteria, and any expenditure they can claim a tax relief or credit for.

Our team is comprised of tax and IT specialists, who work together and use their expertise to advise clients of the UK R&D tax criteria. We are principally a UK based team with colleagues in the EY Global Delivery Service (GDS) hub in Bangalore. We are looking to increase our UK headcount, in either our London or Leeds offices.

We record our clients’ eligible activities via conference calls and write detailed technical documentation which substantiates their R&D tax claim for the UK tax authorities (HMRC).

Our technical discussions with clients cover a broad range of technologies, including software architecture and development (across numerous development languages), data and analytics, algorithmic and model development, infrastructure upgrades, cyber security, digital channels and distributed ledger technology.

Your key responsibilities

  • Participate in technical conversations with numerous high-profile clients in investment, commercial and retail banking, as well as insurance, asset management, Fintech and personal lending providers, who are based (or have branches) in the UK.
  • Build valuable knowledge of existing and new technologies in use by client teams, with exposure to individuals operating from software developer to C-suite stakeholder level.
  • There may also be a chance to be involved in the team’s business development opportunities, participate in wider tax technology initiatives within EY, and be involved in the development of new service propositions by working closely with multiple UK teams.

Skills and attributes for success

  • You have excellent spoken and written business English, communicating clearly and concisely in phone calls and via emai
  • You can rapidly digest, record and assess technical information captured during time-limited conversations.
  • You are proficient in the use of Microsoft Office applications (Excel, Word, PowerPoint, MS Project, OneNote.
  • You can comprehensively and accurately capture business and technical conversations, ideally with a typing speed above 60 words per minute.
  • You have an interest in extending your own technological knowledge and those around you.
  • You display a personable and professional approach to providing advice and guidance to clients.
  • You consistently show outstanding time management skills, and are always punctual and reliable.
  • You can diplomatically resolve differences of opinion, and maintain a positive attitude, through use of consulting skills.
  • You can comprehensively self-review documentation and use critical thinking in a range of technological scenarios.
  • You show initiative and take a proactive approach to delivering projects end-to-end for high-profile clients.
  • You are comfortable presenting to audiences of varying sizes and seniority.
  • You are always compliant with organisational quality and risk requirements, and can assess when and where issues need escalation.
  • No prior tax knowledge is required for this role – all training will be provided in role.

In order to qualify for this role, you must have

  • Substantial experience working in or with technology teams (preferably a mixture of industry and professional services).
  • Experience of conducting client facing conversations within a limited timeframe to capture information and provide guidance
  • A proven track record of writing structured, complex technical reports and documentation for senior review
  • Experience of managing multiple concurrent projects effectively

To qualify for this role, you must have 

  • Practical knowledge of software development principles, scripting languages and commonly understood technological knowledge (e.g. C++, C#, Java, JavaScript, Python, Json, XML).
  • Experience of established, commercially available technologies and their use (e.g. development environments, ETL tools, big data processing, database technologies, web technologies, cloud-based provisioning services, trade platforms, workflow tools).
  • Different technology project management approaches and their practical application in a working environment.

Ideally, you will also have:

  • Prior experience working with financial sector clients.
  • An awareness emerging technology trends.
  • A technology-related degree (e.g. Computer Science or similar).

What we look for

We're looking for a technically excellent team-player, with strong relationships skills and an ability to manage and deliver quality, technically accurate output in a timely and efficient manner. You'll have a strong desire to take an active involvement in supporting the growth and development of the business.


What working at EY offers


We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:

  • Support and coaching from some of the most engaging colleagues around
  • Opportunities to develop new skills and progress your career
  • The freedom and flexibility to handle your role in a way that’s right for you

EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. 


About EY 


As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Join us in building a better working world. Apply now.   

Apply Now

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