Grant Foster

• Conduct thorough technical assessments of client projects to identify eligible R&D activities and expenditures • Collaborate with clients and internal stakeholders to gather necessary information and supporting documentation for R&D Tax credit claims • Prepare and review technical reports and documentation to support R&D Tax credit claims, ensuring accuracy, compliance, and optimization of benefits • Stay up-to-date with changes in R&D Tax legislation and guidelines, and provide guidance to clients accordingly • Advise clients on strategies to enhance their R&D activities and improve future eligibility for R&D Tax credits • Assist in liaising with tax authorities and defending R&D Tax credit claims during audits or inquiries • Maintain strong relationships with clients, offering ongoing support and guidance regarding R&D Tax credit matters

• Managing and expanding our Prospect database, prospecting new clients via LinkedIn and other online networking, cold-calling, etc. • Attracting new clients from a variety of sectors and referral partners to choose our client as their Partner of choice. • Maintaining comprehensive and up-to-date knowledge of all our products, services, and solutions. • Maintaining a wide network of clients and referral partners, managing these relationships with professionalism and passion. • Recognising and responding to changing client needs, providing recommendations for continuous improvement. • Managing inbound queries from new and existing clients in a timely manner. • Delivering on KPIs as set by the business. • Working cohesively with other departments to ensure clients receive the best possible service.