Account manager

CBTax; Manchester; On-site; GBP 38,000 - 45,000; Full time

Job summary

A dynamic tax consultancy is seeking an experienced Account Manager for its new department in Manchester or Northampton. This pivotal role involves managing client portfolios, building strong relationships, and ensuring exceptional service delivery without direct sales pressure. The ideal candidate has over 5 years of experience in a client-facing role within professional services, strong communication skills, and a proactive approach to client engagement. Benefits include healthcare, pension contributions, and the potential to earn commission.

Benefits

Commission on client referrals

5% employer pension contribution

Bupa healthcare

Access to latest technology

Tailored perks

Employee incentives

Recognition programs

Qualifications

• Proven experience as an Account Manager or similar role in professional services (minimum 5+ years).
• Strong track record of managing client portfolios and building relationships.
• Confidence in proactively reaching out to clients and conducting relationship management.

Responsibilities

• Serve as the primary contact for an assigned portfolio of clients.
• Act as project manager for client deliverables.
• Monitor client satisfaction and resolve issues swiftly.

Skills

Client Relationship Management

Communication Skills

Project Management

Organisational Skills

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 and updates on their projects, and identify any emerging needs or opportunities for additional support (without direct sales pressure).
• Monitor client satisfaction, resolve issues swiftly, and elevate complex matters to technical specialists as needed.
• Maintain accurate records of client interactions, project status, and deliverables using the 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 (minimum 5+ years).
• Strong track record of managing client portfolios, building and 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.
• A full UK driving licence.

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.

Please note: This role does not qualify for visa sponsorship. Only candidates with an existing right to work in the UK will be considered.