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Client Development Manager x 2
Salary: Negotiable (depending on experience) Location: Manchester & Northampton Reporting to: Director
About CBTax
CBTax is an award-winning, global R&D tax consultancy firm with offices in:
- Manchester & Northampton (UK)
- Dublin (Republic of Ireland)
- New York (US)
We’re one of the fastest-growing firms in the sector, specialising in R&D Tax Relief for businesses across:
- Engineering, technology
- Manufacturing, construction
- Energy, science
- Agriculture, food & beverage
CBTax partners with clients to deliver robust claims, commercial value, and fully compliant advice. There’s never been a better time to join—we’re on a journey of international growth and need high-performing, commercially-mindformed problem-solvers to make a tangible impact.
Role Summary
This Client Development Manager role (x2) is a pioneering account management function—separating client operations from sales—with a focus on long-term client success.
You’ll:
- Own a portfolio of existing clients, acting as their dedicated point of contact and project manager.
- Prioritise relationship building, service delivery, and client satisfaction.
- Ensure timely delivery of high-quality R&D Tax Relief claims, submissions, and ongoing support—while proactively managing client needs without direct sales pressure.
Key Responsibilities
Client Relationship & Service Delivery
- Serve as the primary contact for assigned clients, fostering trust-based relationships.
- Proactively manage client expectations, conducting regular check-ins, and escalating complex issues to technical specialists as needed.
- Monitor client satisfaction, track interaction history, and document updates in the CRM system.
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Project & Portfolio Management
- Oversee the full project lifecycle, coordinating internal teams to deliver accurate, timely, and compliant R&D Tax Relief services.
- Proactively identify secondary support opportunities (without sales pressure) through developing a deep understanding of clients’ needs.
Process & Culture Development
- Shape best practices for the new account management function, leveraging your experience as one of the first hires.
- Contribute to client retention strategies, ensuring strong onboarding, execution, and follow-through for long-term partnerships.
Essential Requirements
- Minimum 3+ years of experience in an Account Manager, Client Manager, or equivalent client-facing role in:
- R&D, tax advisory, or professional services
- Proven track record in managing client portfolios, maintaining relationships, and being the primary point of contact.
- Confidence in proactive outreach (phone/email) and strategic relationship management tactics.
- Outstanding communication and interpersonal skills, with the ability to build trust, resolve conflicts professionally, and advocate for clients.
- Strong organisational skills, project management, and ability to work independently to meet deadlines in a dynamic setting.
- Initiative towards process improvement in a new/conceptual function.
- Experience in a B2B/professional services environment with a focus on client service excellence.
- A valid UK driving licence.
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Benefits & Perks
Financial & Career Growth
- performance-based commission on client referrals.
- Defined contribution pension (5% employer match).
Well-being & Lifestyle
- Bupa health insurance for staff and dependents.
- Access to the latest HSU tech programme (up-to-date tools).
- Flexible benefits (customise perks for work-life balance).
- Range of employee incentives for engagement and performance rewards.
- Recognition framework with opportunities for promotion.
**Why This Role? Why CBTax?
If you’re a client-centric professional who thrives on building new processes while ensuring high-touch service for client longevity—we’d love to hear from you.
Important Note
This role does not qualify for visa sponsorship. Only candidates with the existing right to work in the UK will be considered.
(Applicants: Apply now—this role is tailored for someone ready to shape a function while bringing exceptional client service to R&D tax consulting.)
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