R&D Tax Consultant - Client Onboarding

Position Overview:

EmpowerRD is seeking a Client Onboarding Manager with a background in R&D tax credit. The client Onboarding Manager will lead the effective implementation of our onboarding strategy, ensuring our clients can seamlessly adopt and benefit from our R&D funding solutions. This role offers the chance to make a significant impact on our operations and client experience, under the direct supervision of the Head of SMB Success.

Key Responsibilities:

• You will be responsible for ensuring the successful execution of the EmpowerRD client onboarding strategy and accelerating the client’s adoption of EmpowerRD’s R&D claims product.
• Utilise your R&D tax credit experience to manage a comprehensive onboarding process, ensuring new and renewing clients receive a meticulously planned programme that outlines clear objectives, timelines, and procedures.
• Serve as the primary point of contact for clients during the onboarding phase, setting realistic expectations, aligning on goals, managing timelines, and providing consistent updates.
• Build implementation strategies to ensure clients are onboarded within the defined SLAs. Coordinate communication with other areas of the business to ensure a streamlined approach for every client.
• Handle multiple projects concurrently, prioritising business outcomes, client satisfaction, and the integrity of technical solutions.
• Ensure a smooth transition of accounts to the Delivery Team
• Contribute to company-wide initiatives aimed at refining processes, with an eye for automation and scalable improvements.

Ideal Candidate Profile:

• Demonstrated experience in R&D tax credit, preferably within a client-facing role.
• Technical R&D scheme knowledge
• Excellent communication and project management skills, with the ability to manage expectations and deliver projects within tight deadlines.
• A collaborative spirit, capable of working across different teams to achieve a unified client experience.

Why Join Us?

EmpowerRD offers the unique opportunity to be part of a visionary company that bridges the gap between innovation funding and the businesses that drive innovative progress. With a role that places you at the forefront of client engagement and success, you’ll have the chance to directly influence the growth and efficiency of innovative companies across the UK.
Our Values:

EmpowerRD has a strong set of values that permeate our culture and define how we work. You should consider whether these align with your personal values and style when considering this role.

• Lead with integrity: We do the right thing by our team, client and stakeholders. We find the right solution, not the first solution. We build trust through our technology and relationships.
• Professionalism in engagement: We are reliable and dependable in our behaviour. We are an authority in our subject matter - we know what we’re talking about. We invest in learning. We are respectful in our communication.
• Bold in outlook: We are an innovative organisation and invest in innovation in our technology, our processes and ourselves. We are bold in our actions. We are market leading in our thinking and services. We are driven by data.
• Proactive in focus: We have a growth mindset. We’re not afraid of taking considered risks. We learn from mistakes and continuously improve. We don’t wait to be told, we act as an example.
• Approachable in style: We see ourselves as an enabler of a wider ecosystem. We support each other and grow together. We are a team that is fun and positive. We make ourselves accessible to our teams, clients and stakeholders. We take ownership of our actions.