Technical Account Manager job in Altrincham


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Job Ref: 7050

Job Type: PERM

Location: Altrincham

Salary: £26,000 - £30,000

Date Posted: 16-08-2021

Category: Accounting/ Finance, Administration Office Support, Customer Services

Alexander Hancock

Our client is a company who specialise in helping businesses who have carried out Research and Development and as a result can be entitled to many thousands of pounds in Tax Relief

The role of Technical Account Manager is to support the customers by researching and analysing their businesses, projects and expenditure. These businesses are innovative, technical, IT, scientific so being able to understand complicated businesses will be essential.

This position is offering an overall package of £30,000 and there is the opportunity to work from home 3 days a week

Role and Responsibilities for the position of Technical Account Manager

  • 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

Ideal Candidate for the role of Technical Account Manager

  • 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


  • Salary of up to £30k (basic +bonus)
  • Monday – Friday 35 hour working week
  • Genuine opportunities of real career progression
  • Hybrid working – In office 2 days per week
  • Generous holiday entitlement which includes 25 days plus all bank holidays
  • Pension
  • Training courses available for upskilling/development
  • Early Finish on Fridays!
  • Charity giving scheme
  • Fantastic working culture

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