Client Account Manager
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Location:
City of London
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Sector:
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Job type:
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Salary:
Up to £30000 per annum + + Commission
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Contact:
Benjamin
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Contact email:
benjamin.worsley@brookstreet.co.uk
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Job ref:
BMH/26074_1656947850
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Published:
almost 2 years ago
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Expiry date:
3/08/2022
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Startdate:
ASAP
Job Description
We are recruiting for a Client Development Manager/Account Manager to join a growing firm of R&D Tax Specialists! Based in Central London, we are looking for a confident individual who is comfortable conducting meetings with clients and analysing their business. This is a great opportunity for you to work autonomously, if you want a role where you get out what you put in, this role is for you!
What you'll be doing
- You will be the initial point of contact for the onboarding of your client
- In depth discussions (phone/virtual) with your clients to requalify that they are legible for an R&D tax claim
- Liaise with your client and the internal business analyst department to set up a meeting for them to discuss the technicalities around their claim and for them to check and request the required documents for a successful claim
- Liaise with the internal tax department to ensure they have all that is required from your client/internal business analysts to complete their tax submission to the HMRC
- Communication regularly with your client all the way through the process, dealing with any queries, issues, escalations, requests for further information to help support with their claim
- Work very closely with a number of internal departments to include sales, business analysts, tax consultants, credit control
- Liaise with clients following the claims process to obtain warm referrals
Skills/Experience that are beneficial to the role
- Previous Sales/Account Management experience would be desirable
- Technical mindset with the ability to understand technical polices/procedures
- Exceptional interpersonal skills with the ability to interact with clients and internal departments in a professional and technically competent manner, both written and verbally
- Ability to explain technical information to your clients in a basic layman terms way
- Experience of communicating with senior individuals within a corporate environment, i.e. CEO'S, Directors, Senior Management
- Understanding of tax/finance would be beneficial but not essential
- Proven ability to gather and collate information using appropriate questioning techniques
- Excellent negotiation and methodical, systematic problem-solving skills
- Excellent time management skills with the ability to work at pace and under pressure
- Self-motivated with a positive attitude
- Team working skills with the ability to collaborate with others
- Comfortable working to an achieving KPI's/targets
This is a full-time permanent role with a highly competitive salary and bonus structure on offer! For more details on this fantastic role, please apply or contact Ben Worsley on Linkedin or via email.
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