Any office, preferably Birmingham or Manchester
The Role:
Key Responsibilities
Partnership Development
* Manage and grow a portfolio of professional introducer relationships, including accountancy firms, law firms, corporate finance advisers and private equity
* Build and maintain strong relationships at Partner and Director level within introducer firms
* Develop and execute partnership plans to generate sustainable referral pipelines
* Act as the main point of contact for allocated partnerships
Origination and Business Development
* Proactively identify and originate new client opportunities through the partner network
* Introduce Claritas Tax services to new and existing partners, aligned to their client base
* Work with Partners and delivery teams to convert introductions into successful engagements
* Monitor and report on partnership activity, pipeline and conversion rates
Internal Collaboration
* Work closely with Partners and technical teams to ensure partner needs are met
* Collaborate with marketing on joint initiatives, events, campaigns and thought leadership
* Share market intelligence and partner feedback to support service development
Market Presence
* Represent Claritas Tax at meetings, events and networking activities
* Support the firm’s profile within the wider professional advisory community
Salary and benefits:
* Opportunity to work in a specialist, high-quality tax advisory firm
* Exposure to senior stakeholders and strategic decision-making
* A visible role with real impact on the firm’s growth
* Flexible working arrangements
* Competitive salary, bonus and benefits package
Personal Specification Essential
* Experience in partnerships, business development or origination within professional services
* Strong relationship-building skills with the ability to influence senior stakeholders
* Commercial mindset with a focus on opportunity creation and revenue growth
* Well organised, proactive and comfortable managing multiple relationships
* Strong communication skills, both written and verbal
* Experience working with or alongside tax, accountancy or legal advisory firms
* Understanding of introducer-led business models
* Use of HubSpot, or similar CRM software
Tax technical expertise is not required; however, an understanding of Tax advisory services and complex client environments is important.
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