Associate - Accountancy Partnership

  • Smart10Ltd
  • Jan 23, 2026
Full time Executive

Job Description

Job Title - Accountancy Partnerships & Consultative Sales
Location: Farringdon, London
Salary: £32,000 per annum + performance-related bonus
Working pattern: 9am-6pm Hybrid, 2-3 days (36 hours) per week in the office


The Role


We are recruiting an Associate to build and develop long-term relationships with accountancy firms that advise R&D-active clients. This is a consultative, relationship-led role operating in a technically focused and reputation-sensitive environment.
You will help accountants understand when R&D tax moves from a generalist consideration to a specialist area, and how working with a specialist protects both their clients and their professional reputation. You will also learn the consultative sales process and support client meetings as part of a wider sales team.
This is not a cold-calling or product sales role. Success comes from credibility, professionalism, and long-term relationship building.
Key Responsibilities
Build and maintain a targeted list of accountancy firms
Research firms to understand client mix and sector focus
Engage partners and senior managers through thoughtful, professional outreach
Explain how and when R&D tax moves from generalist to specialist
Develop long-term referral relationships based on trust and technical credibility
Coordinate client introductions between accountants, clients, and the technical team
Maintain CRM records and track referrals, engagement, and account management
Attend relevant accountancy, tax, and finance events
Feed back insights on market trends and partner needs
Learn the consultative sales process, from research and discovery meetings through to pitching and supporting senior consultants
Requirements
Comfortable building relationships with professional advisors
Able to speak with accountants as peers, not prospects
Strong communication skills, written and verbal
Interest in tax, innovation, and business structures
Organised and disciplined in managing multiple relationships
Professional, detail-oriented, and compliant in approach
Willingness to learn consultative sales techniques in a technical environment
Previous R&D tax experience is not required. A strong respect for compliance, professionalism, and reputation is essential.
Salary & Bonus
£32,000 base salary
Performance-related bonus linked to referral activity and contribution
Full training and development provided


Benefits


Full role-specific training and structured onboarding
Curated external sales training following induction
Flexible benefits platform with 5% salary contribution
Company pension contribution
Life assurance up to three times basic salary
Private medical insurance post-probation
Employee Assistance Programme
25 days annual leave plus bank holidays
Option to buy or sell holiday
Expenses policy for travel and subsistence where relevant
Regular company social events
Modern, well-appointed office in London


Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been short listed.
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