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Associate - accountancy partnership

Sefton
Permanent
Smart10 Ltd
Accountancy
€32,000 a year
Posted: 26 January
Offer description

Job Title - Accountancy Partnerships & Consultative Sales
Location: Farringdon, London
Salary: £32,000 per annum + performance-related bonus
Working pattern: Hybrid, 2-3 days per week in the office


The Role

We are recruiting an Associate to build and develop long-term relationships with accountancy firms that advise R&D-active clients. This is a consultative, relationship-led role operating in a technically focused and reputation-sensitive environment.
You will help accountants understand when R&D tax moves from a generalist consideration to a specialist area, and how working with a specialist protects both their clients and their professional reputation. You will also learn the consultative sales process and support client meetings as part of a wider sales team.
This is not a cold-calling or product sales role. Success comes from credibility, professionalism, and long-term relationship building.


Key Responsibilities

* Build and maintain a targeted list of accountancy firms
* Research firms to understand client mix and sector focus
* Engage partners and senior managers through thoughtful, professional outreach
* Explain how and when R&D tax moves from generalist to specialist
* Develop long-term referral relationships based on trust and technical credibility
* Coordinate client introductions between accountants, clients, and the technical team
* Maintain CRM records and track referrals, engagement, and account management
* Attend relevant accountancy, tax, and finance events
* Feed back insights on market trends and partner needs
* Learn the consultative sales process, from research and discovery meetings through to pitching and supporting senior consultants


Requirements

* Comfortable building relationships with professional advisors
* Able to speak with accountants as peers, not prospects
* Strong communication skills, written and verbal
* Interest in tax, innovation, and business structures
* Organised and disciplined in managing multiple relationships
* Professional, detail-oriented, and compliant in approach
* Willingness to learn consultative sales techniques in a technical environment
* Previous R&D tax experience is not required. A strong respect for compliance, professionalism, and reputation is essential.


Salary & Bonus

* £32,000 base salary
* Performance-related bonus linked to referral activity and contribution
* Full training and development provided


Benefits

* Full role-specific training and structured onboarding
* Curated external sales training following induction
* Flexible benefits platform with 5% salary contribution
* Company pension contribution
* Life assurance up to three times basic salary
* Private medical insurance post-probation
* Employee Assistance Programme
* 25 leave plus bank holidays
* Option to buy or sell holiday
* Expenses policy for travel and subsistence where relevant
* Regular company social events
* Modern, well-appointed office in London
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