Job Description

THE ROLE
This is a varied and fast paced position where you will oversee the successful end to end journey of your clients. You will be responsible from the moment a client has expressed their interest in the R&D tax relief services on offer; this will include qualifying them as a business who are legible to make an R&D claim, booking meetings for business analysts to meet with your client, liaising with the tax department to ensure they have the relevant documents for a successful claim submission and keeping in regular contact with your client all the way through the process up until the outcome of their R&D tax claim.

KEY RESPONSIBILITIES/DUTIES
- 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
- Communicate with your clients on the outcome of their R&D claim and advise of final stages and what to expect
- Working towards agreed daily, weekly and monthly targets

PERSON SPECIFICATION
- Previous account management experience would be desirable
- 1st class/2.1-degree education background within a technical/process focussed industry would be ideal i.e. finance/accounting, mathematics, engineering, economics, law, business etc.
- 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

***PLEASE ONLY APPLY IF YOU MATCH THE ABOVE PERSON SPECIFICATION***

SALARY AND BENEFITS

- Overall 1st year package circa £30000:

- £23000 basic salary rising to £24000 after 6 months

- Uncapped personal based bonus, realistic 1st year OTE is £4000 but it is not out of the question to be earning £1000 a month!

- £2000 annual bonus (Based on company performance)

- Monday - Friday 35 hour working week

- Remote working an option (expectation to be in the Greater Manchester based office once a week/fortnight)

- Generous holiday entitlement which includes 25 days plus all bank holidays

- Pension

If you are and interested in this position, please send your cv and call Adam on .

Required Knowledge, Skills, and Abilities

- Previous account management experience would be desirable - 1st class/2.1-degree education background within a technical/process focussed industry would be ideal i.e. finance/accounting, mathematics, engineering, economics, law, business etc. - 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