Salary: Negotiable depending on experience

About CBTax:

CBTax is an award-winning, global R&D tax consultancy firm with offices in Manchester and Northampton in the UK, Dublin serving the Republic of Ireland, and our newest locations in New York and Dubai supporting the US and Middle Eastern markets.

As one of the fastest-growing firms in our sector, we specialise in R&D Tax Relief, partnering with businesses across many sectors including engineering, technology, manufacturing, construction, energy, science, agriculture, and food & beverage to deliver robust claims, commercial value, and fully compliant advice.

We're looking for high-performing, commercially minded problem-solvers who want to make a tangible impact. There has never been a more exciting time to join CBTax as we continue our international growth.

About the Role

Own your client portfolio and shape a brand-new client project management function at one of the fastest-growing global R&D tax relief consultancies. 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 service delivery, and relationship management — 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 project/client management & development from sales to prioritise long-term client success.

In This Role You Will:

• Serve as the primary point of contact for an assigned portfolio of clients, building and maintaining strong, trust-based relationships managing timelines, documentation, and communication.
  

• Act as project manager for client deliverables (R&D tax credit engagements): coordinate with internal technical teams and clients to ensure R&D Tax Relief claims, reports, and other services are delivered accurately and on time through to completion
  

• Proactively reach out to clients for regular check-ins, updates on their projects, and to identify any emerging needs or opportunities for additional support (without direct sales pressure)
  

• Maintain accurate records of client interactions, project status, and deliverables using our CRM system
  

• Ensuring an excellent client experience throughout delivery.

What We're Looking For:

• Proven experience as a Project Manager, Account Manager, Client Manager, or similar client-facing roles in R&D, tax advisory or professional services (minimum 3+ years)
  

• Strong track record of managing client portfolios, building and maintaining relationships, and acting as the key point of contact focusing on client retention and deliverables.
  

• Confidence in proactively reaching out to clients (phone, email and client visits) and conducting regular project and 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 is required for client visits.

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.

This role does not qualify for visa sponsorship. Only candidates with full and existing right to work will be considered.