Technical Account Manager

The People Tree Recruitment Specialists Ltd
Altrincham, UK
17 Oct 2019
03 Nov 2019
Contract Type
Full Time
Role-Technical Account Manager

Salary - £23,000 plus 6k bonus achievable

Location - Altrincham

Mon-Fri (Weekends off)

Starting ASAP!

Job Description

The Technical Account Manager will be the main point of contact for our clients, offering a first-class end-to-end service that involves handling a wide range of administrative functions and applying technical knowledge and questioning to make decision on how a client's case should progress. The role is critical to the smooth running of the business and requires efficient handling of confidential information with the ability to engage with senior, external stakeholders throughout the process.

Responsibilities and Requirements

• Genuine interest in people and business. To be successful, you will need to reflect the client's passion and enthusiasm and have strong verbal and written proficiency to engage with senior stakeholders including business owners/directors/decision makers to offer the highest level of customer service

• Scheduling and completing telephone based investigations, determining whether our clients have or have not carried out qualifying Research and Development activities

• Obtaining pertinent records, reports & financial information from clients in order to progress claims along with any additional information required for the submission of the report, whilst maintaining accurate records on our internal CMS

• Excellent time management skills in order to plan and organise tasks effectively, taking a structured and methodical approach to achieving outcomes with strong attention to detail

• Focuses on the outcomes to be achieved, working quickly and accurately and seeking guidance where appropriate

• Outstanding negotiation skills with the ability to resolve issues and address complaints

• Understands the objectives and priorities of Catax, and how their work fits into and supports the business

• Strong computer and IT skills to include data processing, typing and internet research abilities with good knowledge of Microsoft Word, Excel and Outlook

• Working towards agreed daily, weekly and monthly individual/ team targets to meet the annual Company revenue target Openness to change;

• Positive about change, adapting rapidly to different ways of working and putting effort into making them work

• Flexible and open to alternative approaches to solving problems, whilst offering innovative and creative ideas

• Finds better, more cost-effective ways to do things, making suggestions for change and putting forward ideas for improvement Professionalism;

• Takes ownership for resolving problems

• Acts on own initiative to address issues, showing a strong work ethic and demonstrating extra effort when required

• Upholds professional standards, acting honestly and ethically, and challenges unprofessional conduct or discriminatory behaviour • Asks for and acts on feedback, learning from experience and developing own professional skills and knowledge

• Remains calm and professional under pressure, defusing conflict and being prepared to take control when required

• Self-motivated with a positive attitude Decision making;

• Gathers, verifies and assesses all appropriate and available information to gain an accurate understanding of the client's business and projects

• Proven ability to gather and collate information using appropriate questioning techniques

• Considers a range of possible options before making clear, timely, justifiable decisions

• Reviews decisions in the light of new information and changing circumstances

• Balances risks, costs and benefits, thinking about the wider impact of decisions Working with others;

• Collaborative working is essential - working with others to get things done; willingly giving help and support to colleagues

• Approachable, developing positive working relationships

• Explains things clearly and concisely, focusing on the key points and using simple language

• Listens carefully and asks questions to clarify understanding, expressing their own views positively and constructively

• Persuades people by stressing the benefits of a particular approach

• Keeps clients informed of progress and manages expectations

• Is courteous, polite and considerate, showing empathy and compassion

• Deals with people as individuals and addresses their specific needs and concerns and treating them with respect and dignity

Minimum Requirements

A background in Science, I.T, Finance or Law

Some customer service or sales experience

An analytical thinker with experience of report writing

Strong communicator


We are experts in specialist areas of tax relief, including Capital Allowances, Research & Development (R&D) and the Patent Box. With over 10 years experience, we have identified over £242m in tax benefit for our clients to date. Our average client benefit is £49k for Capital Allowances and £56k for R&D and the Patent Box!

We're headquartered in Altrincham, with offices in London, Glasgow, Edinburgh and the Channel Islands. We have specialist staff dotted all over the country, so are able to help any business in any location across the UK with their tax relief claim.

We have a team of over 100 in-house experts which includes Surveyors, Tax Technicians, Accountants, Report Writers and Case Managers.

We break down the claims process for you so all our clients need to do is provide us with some details and we'll take care of the rest. There are no complicated forms to fill out, no legal language to unpick and no tax law to get your head around.

We are trusted partners with many of the UK's top accountants, solicitors, the Law Society, ICAEW and IFA amongst other industry bodies. So far we've helped thousands of businesses claim back money from HMRC.

We are extremely proud that our Quality Management System is ISO 9001:2015 certified which demonstrates our commitment to delivering quality in the work we do

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