Senior Consultant, R&D Account Management

1 semana atrás

Braga, Portugal Phiture Tempo inteiro

.Why Ryan?Competitive Compensation and BenefitsHome Office StipendBusiness Connectivity Reimbursement (Phone/Internet)Gym Membership or Equipment ReimbursementLinkedIn Learning SubscriptionFlexible Work EnvironmentTuition Reimbursement After One Year of ServiceAccelerated Career PathAward-Winning Culture & Community OutreachThe Senior Consultant, R&D Account Management, role incorporates training consultants on and carrying out some or all the following:Determining non-eligibility for claimant companies.Ascertaining and evaluating technical project detail from clients for qualification as R&D for tax purposes per legislation and government guidelines, to effectively screen non-eligible activity out of the process and in turn assess eligibility of qualifying R&D activity for the R&D Technical team.Requesting, reviewing and discussing financial and expenditure information relevant to the R&D projects.Engaging in client-facing audio and video meetings with clients to inform, motivate and guide clients to efficiently complete their claims.Discussing the tax benefits and outcomes from the claim with the client.Arranging consultations, ensuring client attendance, and effective use of the R&D Technical team's schedule.Retention of clients throughout phases, with the aim to re-sign the client (with limited to no fee degradation).Ensuring any introducer stakeholders are engaged and informed about the progress of relevant clients.The Senior Consultant will also be responsible for providing support to Consultants to share their previous experiences, advising on cases from a client service, technical and commercial perspectives to ensure the best possible result for our clients and for the company. This will include:Identifying and conducting training on a one-to-one and one-to-many basis.Conducting quality reviews and effectively feeding back to consultants.Shadowing activity on a regular basis.Complaint handling per company policy.The Senior Consultant will be responsible for dealing with clients who:Have previously had a complaint to minimize risk of future issue.Have more complex clients where risk of error may be higher.Have higher fees where client retention is imperative.Duties and responsibilities, as they align to Ryan's Key ResultsPeopleCollaborative working is essential – working with others to get things done; willingly giving help and support to colleagues.Conduct quality assurance reviews to ensure the highest standards and to minimize errors within the team.Improve the capabilities of the team by providing appropriate coaching and training.Effectively explain the impact of future changes in the tax legislation and key areas of focus at HMRC to decision-makers.ClientEnsure the highest quality of customer service is delivered at every stage of the account management processes, through quality checking and reporting data to the Leadership team

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