Associate - Accountancy Partnerships & Consultative Sales

Carter Murray; Greater London; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Flexible benefits platform (5% of salary contribution)

Pension

Life assurance (3x salary)

Private medical (post-probation)

25 days holiday + bank holidays

25 days holiday + bank holidays

Job summary

A specialist advisory firm is seeking a relationship-driven Associate in Greater London to build partnerships with accountancy firms across the UK. The role is about fostering trust and providing expertise in R&D tax. Responsibilities include managing client portfolios, conducting market research, and developing referral relationships. Ideal candidates should be comfortable working with accountants and value long-term partnerships over short-term sales. Comprehensive training, flexible benefits, and generous holiday policies are provided.

Qualifications

• Enjoys relationship-based selling with professional advisors.
• Curious about tax, innovation, and business structures.
• Comfortable speaking to accountants as peers.

Responsibilities

• Build and manage a portfolio of accountancy firms.
• Research firm profiles and client bases.
• Engage partners through professional outreach.
• Develop long-term referral relationships.
• Attend relevant tax and accountancy events.
• Coordinate introductions between accountants, clients and the technical team.
• Maintain CRM accuracy and track referrals, engagement and pipeline activity.
• Attend relevant tax, finance and accountancy events.
• Share market insights and partner needs with the wider team.
• Learn and apply a consultative sales approach, supporting client meetings end‑to‑end

Skills

Relationship building

Consultative sales

CRM management

Market research

Professional communication

Tools

CRM system

Job description

Sector: Specialist Tax Advisory / Professional Services Partnerships

The Opportunity

A specialist advisory firm is looking for a relationship‑driven Associate to build and nurture partnerships with accountancy firms across the UK. This is not a product‑sales role — it’s about credibility, trust and helping accountants access specialist R&D expertise for their clients.

What You’ll Do

• Build and manage a targeted portfolio of accountancy firms
• Research firm profiles, client bases and sector focus
• Engage partners and senior managers through thoughtful, professional outreach
• Explain when R&D tax work becomes specialist and how expert support protects clients
• Develop long‑term referral relationships built on trust and technical integrity
• Coordinate introductions between accountants, clients and the technical team
• Maintain CRM accuracy and track referrals, engagement and pipeline activity
• Attend relevant tax, finance and accountancy events
• Share market insights and partner needs with the wider team
• Learn and apply a consultative sales approach, supporting client meetings end‑to‑end

Who This Suits

You enjoy relationship‑based selling, working with professional advisors and operating in a reputation‑led environment. You’re curious about tax, innovation and business structures, and you’re comfortable speaking to accountants as peers. Organisation, credibility and long‑term partnership building matter more to you than short‑term wins.

Prior R&D tax experience isn’t required — but respect for compliance, detail and professionalism is essential.

What Success Looks Like

• Accountants view you as a knowledgeable, trusted contact
• You build a growing portfolio of active referral partners
• Referrals are well‑qualified, well‑positioned and long‑term
• You become a credible channel manager within the R&D ecosystem

What’s Offered

• Full training and curated external sales development
• Flexible benefits platform (5% of salary contribution)
• Pension, life assurance (3x salary), private medical (post‑probation)
• Employee Assistance Programme
• 25 days holiday + bank holidays, with buy/sell options