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Senior Consultant, R&D Account Management
2 meses atrás
Senior Consultant, R&D Account Management Why Ryan?
Competitive Compensation and Benefits
Home Office Stipend
Business Connectivity Reimbursement (Phone/Internet)
Gym Membership or Equipment Reimbursement
LinkedIn Learning Subscription
Flexible Work Environment
Tuition Reimbursement After One Year of Service
Accelerated Career Path
Award-Winning Culture & Community Outreach
The 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 details from clients for qualification as R&D for tax purposes per legislation and government guidelines.
Requesting, reviewing, and discussing financial and expenditure information relevant to the R&D projects.
Engaging in client-facing audio and video meetings 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 and ensuring client attendance.
Retention of clients with the aim to re-sign the client.
Ensuring 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. 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 issues.
Have more complex cases where the risk of error may be higher.
Have higher fees where client retention is imperative.
Duties and Responsibilities as they align to Ryan's Key Results
People
Collaborative working is essential.
Conduct quality assurance reviews.
Improve the capabilities of the team by providing appropriate coaching and training.
Effectively explain the impact of future changes in tax legislation to decision-makers.
Client
Ensure the highest quality of customer service is delivered.
Manage complex claim compilations and engage with corporate customers.
Schedule and complete telephone/video-based investigations.
Review financial documentation and establish the qualification of candidate claimants.
Explore potential R&D expenditure with business leaders.
Manage relationships with internal contacts to ensure deadlines are met.
Value
Deliver R&D training across the department as required.
Act as a Brand Ambassador for the business and its values.
Excellent analytical, project management, and presentation skills.
Ability to influence across all job levels.
Ability to analyse relevant factors and provide appropriate solutions.
Highly effective interpersonal and communication skills.
Build working relationships and networks; contribute to a positive working environment.
Work with the R&D Technical and R&D Tax Analysis teams to resolve service level risks.
Demonstrate punctuality, dependability, accuracy, and attention to detail.
Handle and safeguard confidential information.
Ability to prioritize multiple workstreams.
Perform other duties as assigned.
Education and Experience
Bachelor's degree, preferably in Finance, Business Administration, Economics, or Accounting.
Minimum of 2 years' experience with the R&D Tax Relief Scheme is desirable.
Good technical understanding of government guidelines and HMRC policies.
Computer Skills
Good knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Internet navigation is required. Knowledge of PowerBI and Microsoft Work is desirable.
Certificates and Licenses
Valid driver's license is not required.
Supervisory Responsibilities
This position has no supervisory responsibilities.
Working Environment and Physical Demands
Standard indoor working environment.
Occasional long periods of sitting while working at a computer.
Regular interaction with employees at all levels and external vendors as necessary.
Independent travel may be required: up to 15%.
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