At a Glance
- Tasks: Build partnerships with accountancy firms and develop consultative sales skills.
- Company: Specialist R&D tax advisory firm focused on collaboration.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact by helping accountants support their clients with expert R&D tax advice.
- Qualifications: Relationship-driven, organised, and motivated to build long-term networks.
- Other info: No cold calling; focus on trust and credibility in a dynamic environment.
The predicted salary is between 36000 - 60000 ÂŁ per year.
A specialist R&D tax advisory firm is seeking a relationship‑driven Associate to build and develop partnerships with accountancy firms across the UK. The firm works alongside accountants, not in competition, to provide technically robust, compliant R&D tax expertise to their innovation‑led clients.
The Role
- Engage partners and senior managers within accountancy practices, helping them understand when R&D tax becomes specialist and how expert support protects their clients and reputation.
- Develop consultative sales skills, supporting discovery meetings and client conversations as part of a collaborative commercial team.
Key Responsibilities
- Build and maintain a targeted portfolio of accountancy firms.
- Research firm profiles, client bases and sector focus.
- Conduct thoughtful, professional outreach to senior stakeholders.
- Explain when R&D tax requires specialist input.
- Develop long‑term referral relationships based on trust and credibility.
- Coordinate introductions between accountants, clients and technical teams.
- Maintain CRM records and track engagement.
- Attend relevant tax, finance and accountancy events.
- Share market insights and partner needs internally.
- Learn and apply a structured consultative sales process.
Ideal Profile
You enjoy relationship‑based selling, working with professional advisers and operating in a reputation‑led, technically focused environment. You’re confident speaking with accountants as peers, curious about tax and innovation, organised in managing multiple relationships, and motivated by building long‑term networks. Prior R&D tax experience isn’t required, but professionalism, accuracy and respect for compliance are essential. This is not a cold‑calling role.
Success Looks Like
- Being seen as a knowledgeable, helpful contact—not a salesperson.
- Growing a portfolio of firms that actively refer work.
- Strengthening the firm’s reputation for specialist, safe R&D advice.
- Delivering well‑qualified, well‑positioned referrals.
- Developing into a trusted channel manager within the R&D ecosystem.
Associate - Accountancy Partnerships & Sales in London employer: Carter Murray
Contact Detail:
Carter Murray Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate - Accountancy Partnerships & Sales in London
✨Tip Number 1
Network like a pro! Attend industry events and engage with accountants and professionals in the field. Building genuine relationships is key, so don’t just hand out business cards—start conversations and show your interest in their work.
✨Tip Number 2
Do your homework! Research the accountancy firms you want to connect with. Understand their client base and sector focus so you can tailor your approach and demonstrate how your expertise can benefit them.
✨Tip Number 3
Be a resource, not just a salesperson. When reaching out, offer valuable insights about R&D tax and how it can help their clients. Position yourself as a knowledgeable contact who’s there to support them, not just to sell.
✨Tip Number 4
Keep track of your connections! Use a CRM system to maintain records of your interactions and follow up regularly. This will help you build trust and credibility over time, making it easier to develop long-term referral relationships.
We think you need these skills to ace Associate - Accountancy Partnerships & Sales in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role. Highlight any relationship-building or consultative sales experience you have, as this is key for us in the Associate position.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about working with accountancy firms. Share specific examples of how you've built relationships in the past and how you can bring that to our team.
Showcase Your Research Skills: Demonstrate your ability to research firm profiles and client bases in your application. Mention any relevant insights you’ve gathered about the R&D tax landscape that could be beneficial for us.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Carter Murray
✨Know Your Audience
Before the interview, research the firm and its partnerships with accountancy practices. Understand their approach to R&D tax and how they position themselves in the market. This will help you speak their language and show that you're genuinely interested in their work.
✨Showcase Your Relationship Skills
Since this role is all about building relationships, be prepared to share examples of how you've successfully developed partnerships in the past. Highlight your consultative sales skills and how you've navigated complex conversations with stakeholders.
✨Ask Thoughtful Questions
Prepare insightful questions that demonstrate your curiosity about the firm's operations and their approach to R&D tax. This not only shows your interest but also helps you gauge if the firm aligns with your values and career goals.
✨Emphasise Professionalism and Compliance
Given the importance of professionalism in this role, be sure to convey your understanding of compliance and accuracy. Discuss how you prioritise these aspects in your work and how they contribute to building trust with clients and partners.