Job Description

Job title

: Account Manager

Salary

: up to 45,000 depending on experience

Location

: Manchester or Northampton (office-based)

Reporting to

: Director

About CBTax

CBTax is one of the UK's fastest-growing professional tax consultancies, specialising in helping innovative businesses maximise R&D Tax Relief claims. With a team of qualified Chartered Tax Advisers, sector specialists, chartered accountants, and research analysts, we deliver expert, sector-specific guidance across the UK and Ireland.


We pride ourselves on a collaborative, supportive, and ambitious culture where passionate people thrive, take ownership from day one, and have real opportunities for growth. We're expanding rapidly and now launching a dedicated Account Management team to ensure exceptional ongoing client experiences.

Role summary

:

As the first Account Manager in our new department, you will play a pivotal role in shaping how we manage client portfolios post-sale. You will take ownership of a portfolio of existing clients, acting as their dedicated first point of contact and project manager.



The focus is on

relationship building

,

service delivery

, and

client satisfaction

-- ensuring deliverables (such as R&D claim preparation, submissions, and ongoing support) are completed on time, queries are handled promptly, and the client-CBTax partnership remains strong and proactive. This role separates account management from sales to prioritise long-term client success.

Responsibilities

:

Serve as the primary point of contact for an assigned portfolio of clients, building and maintaining strong, trust-based relationships. Act as project manager for client deliverables: coordinate with internal teams to ensure R&D Tax Relief claims, reports, and other services are delivered accurately and on time. Proactively reach out to clients for regular check-ins, updates on their projects, and to identify any emerging needs or opportunities for additional support (without direct sales pressure). Monitor client satisfaction, resolve issues swiftly, and escalate complex matters to technical specialists as needed. Maintain accurate records of client interactions, project status, and deliverables using CRM system. Contribute to the development of best practices for the new account management function, as the pioneering hire in this division. Support client retention and long-term partnership growth through excellent service and proactive communication.

Must haves

Proven experience as an Account Manager, Client Manager, or similar client-facing role in professional services, tax advisory, consulting, or financial services (Minimumminimum 5+ years). Strong track record of managing client portfolios, building/maintaining relationships, and acting as the key point of contact. Confidence in proactively reaching out to clients (phone & email) and conducting regular relationship management activities. Excellent communication and interpersonal skills, with the ability to build trust quickly and handle client queries professionally. Strong organisational and project management skills to coordinate deliverables and meet deadlines. Comfortable working autonomously in a new/establishing function, with the initiative to shape processes. Understanding of client service excellence in B2B/professional services environments.

Benefits & perks

Commission

: Although this isn't a sales role, you are able to build your own portfolio through client referrals and earn commission.

Pension

: 5% employer pension contribution.

Healthcare

: Bupa healthcare to support your health and well-being.

Tech Scheme

: Access to the latest technology.

Flex Benefits

: Tailor your perks to suit your lifestyle.

Employee Incentives

: A range of excellent employee incentives to ensure your efforts are rewarded.

Recognition:

Get seen. Get rewarded. Get promoted.

Why this role & why CBTax?

?If you're an experienced professional who excels at client relationships and wants to help build something new while ensuring clients receive outstanding ongoing support, we'd love to hear from you.

Inclusivity statement

:

We strongly encourage applications from people of all backgrounds. For applicants with disabilities, please contact us to let us know of any adjustments we can make to support you during the recruitment process.