R&D Tax Incentive SME – Delivery
Hi [Name], I’m recruiting for an R&D Tax Incentive SME role at HCPA, focused on end-to-end claim preparation, technical substantiation and financial workpapers. Would you be open to a quick chat?
We usually respond within a day
Location Melbourne, onsite
Reporting to Head of Delivery and COO
Role focus Hands-on R&D Tax Incentive claim preparation, technical substantiation and financial workpapers.
1. Role overview
The R&D Tax Incentive SME – Delivery is responsible for managing Australian R&D Tax Incentive claims from initial client engagement through to preparation and review support.
This is a hands-on delivery and compliance role, not a sales or business development position. The successful candidate must personally handle both the technical R&D assessment and financial components of each claim.
2. Key responsibilities
R&D eligibility assessment: Assess eligible R&D activities, including core and supporting activities.
Technical documentation: Develop hypotheses, technical narratives and supporting documentation to substantiate R&D activities.
Financial workpapers: Prepare financial calculations, expenditure apportionments and supporting workpapers personally.
End-to-end claim preparation: Coordinate information gathering, assess eligibility, prepare documentation and compile claims for submission.
Client management: Work directly with clients to collect information, clarify technical activities and resolve documentation gaps.
ATO and DISR reviews: Assist clients with review requests, supporting evidence and responses to regulatory queries.
Compliance and quality: Ensure claims are accurate, properly substantiated and prepared in line with relevant requirements.
- Department
- Consulting (Australia)
- Location
- Melbourne
- Remote status
- Hybrid