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Client Account Manager

  • Location:

    City of London, London

  • Sector:


  • Job type:


  • Salary:

    Up to £30000 per annum + + Commission

  • Contact:


  • Contact email:

    [email protected]

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Startdate:


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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