Financial Services Client Manager

Fast growing business to business Financial Services Business requires Client Manager/Business Analyst for their growing team. This is a newly created role that will offer development and progression to the right candidate and the opportunity to work in a really lovely working environment.

As a part of the Financial Analyst/Client Management team, you will play an integral part of sustaining the growth of the business.

Your core activities will include;

• Supporting clients with identifying qualifying for tax benefits.
• This role is client facing and relies on the successful candidate dealing with senior technical personnel efficiently and effectively, on a one-to-one basis.
• Commitment to assisting SMEs and Large companies collate the necessary information to prepare successful tax returns in a timely and professional manner
• Conducting detailed Project Technical Report Calls with clients / key personnel to establish eligible R&D projects and activities.
• Drafting Project Technical Reports disclosing the projects discussed in the meeting, in line with guidelines for R&D for Tax purposes.
• Being able to understand R&D tax legislation and maximise client benefit via researching and solving tax issues.
• To liaise with industry professionals and accountants regarding the R&D project costing and developments
• Communicating with clients and accountants in order to obtain the required information needed to complete the R&D return.
• Completing tax computations to calculate client options, then discussing this with their accountant and dealing with any queries.
• Keeping up to date with up-and-coming changes in tax legislation and communicating this to clients and accountants.
• Actively manage your own workload and update progress in internal systems and provide updates to management.
• Maintain a high level of organisation at all times, identifying where all clients assigned to you are within the pipeline, to ensure every client has an associated claim processing plan.

It would be an advantage for this role if the successful candidate came from a Financial Services background, however this is not vital.

The right candidate will come from a strong Client Management , will be used to face to face customer meetings and will have excellent excel skills.

This role will offer training to the right person. My client also supports a motivated working environment and excellent benefits