Technical Account Manager - Catax - Scientific Research & Experimental Development Tax Incentives - SR&ED

Technical Account Manager

Date: July 30, 2018

Technical Account Manager



The Technical Account Manager will be the main point of contact for our clients, offering a first-class end-to-end service that involves handling a wide range of administrative functions and applying technical knowledge and questioning to make decision on how a client’s case should progress.

The role is critical to the smooth running of the business and requires efficient handling of confidential information with the ability to engage with senior, external stakeholders throughout the process.

Responsibilities and Requirements

Service delivery:

  • Genuine interest in people and business. To be successful, you will need to reflect the client’s passion and enthusiasm and have strong verbal and written proficiency to engage with senior stakeholders including business owners/directors/decision makers to offer the highest level of customer service
  • Scheduling and completing telephone based investigations, determining whether our clients have or have not carried out qualifying Research and Development activities
  • Obtaining pertinent records, reports & financial information from clients in order to progress claims along with any additional information required for the submission of the report, whilst maintaining accurate records on our internal CMS
  • Excellent time management skills in order to plan and organise tasks effectively, taking a structured and methodical approach to achieving outcomes with strong attention to detail
  • Focuses on the outcomes to be achieved, working quickly and accurately and seeking guidance where appropriate
  • Outstanding negotiation skills with the ability to resolve issues and address complaints
  • Understands the objectives and priorities of Catax, and how their work fits into and supports the business
  • Strong computer and IT skills to include data processing, typing and internet research abilities with good knowledge of Microsoft Word, Excel and Outlook
  • Working towards agreed daily, weekly and monthly individual/ team targets to meet the annual Company revenue target
Level: Intermediate/ Experienced
Closing Date: Ongoing
Job Ref: TAM

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