Job Title:

Client Relationship Manager

Annual Salary £50-60k consisting of:

1. Basic Salary: £25-30k (depending on experience).

2. On Target Earnings: £25-30k (paid quarterly, and cumulatively - if you miss your bonus one quarter you can make it back through the year).

Client Relationship Manager

The Opportunity

Diagnostax is a fast-growing profitable fin-tech tax consultancy. We are committed to upskilling the right candidate with an invaluable blend of tax advisory and relationship management expertise, resulting in excellent personal growth and career development prospects.

Qualifications Offered:

Company funded Association of Tax Technician (ATT) qualification followed by optional Chartered Tax Adviser (CTA) qualification cumulatively achieved over five years.

Closing Date for Applications: Sun 19th June 2022

Who We Are

Diagnostax is an A-Z Tax Advice & Consultancy function for SME Accountants, to attract, diagnose and deliver tax consultancy and advice, to clients transparently and profitably.

Our vision is to get tax advice to those who need it most: SME’s, business owners and their families.

The Diagnostax subscription, is made up of five services:

  1. Intaxicate Marketing

  2. Tax Toolkits

  3. Software Tax Diagnostics

  4. Tax Panel

  5. Tax Advice Services.

You can find out more here.

We work with like-minded business owners who run accountancy firms that have embedded cloud accounting into their business. These businesses are looking to either (1) increase revenue from existing clients (2) attract a larger bracket of clients (3) offer a more extensive tax service (4) systemise their tax services.

Our Values & Team:

We’re really proud of our values because they aren’t something that we just picked out of a hat. They have grown with us over the years:

  • Be Real, Be Open, Know Yourself

  • Have Heart, Focus & Believe

  • Break the Mould & Raise the Bar

  • Own Time, Like an Entrepreneur

  • Dance, Have Fun & Enjoy the Process

  • Your Connection, Your Community  

We understand that everyone’s personal values are different. We don’t expect you to be living and breathing ours from the moment you virtually step through the door! But you do need to share and understand our values, and be open and ready to embrace them as they feed into absolutely everything we do.

To find out more about our awesome DTX’ers, click here.

Why Diagnostax:

We have a fast changing dynamic atmosphere that will keep you on your toes and challenge you every day.

We have also designed our business around being remote, both internally and with our clients and we wouldn’t have it any other way. But we’re the first to acknowledge it’s not always easy. We’ve worked hard to build a connection to ensure we all feel supported and it’s something we continue to improve as we learn more. Social media is a big part of who we are and how we have built our community.

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Duties & Responsibilities

With the support of Directors, the wider commercial and technical teams across the business and external CPD to oversee and manage the commercial development of our client and prospective client relationships. This includes:

  • Developing an expert product and service understanding of all Diagnostax Ecosystem areas (Intaxicate, Tax Toolkits, Tax Diagnostics, Tax Advice Services, Tax Panel).

  • Increasing value for customers and by reviewing their desired business outcomes, and then building a plan with the appropriately identified objectives, stakeholders, milestones, risks and metrics needed to achieve them.

  • Proactively meet every Diagnostax Ecosystem subscription client (99% of the time over Zoom) for 4 sessions per year to review performance to date, advocate and help them access and implement more value from the Diagnostax Ecosystem products and services.

  • Driving high usage of our products and services within our existing customer base.

  • Qualifying prospective clients in our existing pipeline or the wider target market with a view to properly attracting and qualifying clients based on genuine product / service suitability fit, not “selling”. Converting the right applicants only into clients.

  • Achieving the above internally through a multi-channel contact strategy working closely with Customer Success, Marketing, Tax Development and Tax Technical.

  • Achieving the above externally driven by a consultative approach based on the customer and prospective client needs, goals and aspirations for their business.

  • Continuously develop the delivery assets, processes, systems and further improve the delivery of our services to existing Diagnostax Ecosystem clients and how we

Your qualifications and experience:

  • 2 years+ consultancy led experience (non tax) with Owner Managed Businesses

  • Experience of working in tax / legal / financial / banking / accountancy preferred

  • 3 Bs or above at A level (or equivalent)

  • Ability to work with cloud based software and other IT areas like Excel

What you will bring to the Diagnostax team:

It might look like we’ve got pretty high expectations but we simply believe in being the absolute best versions of ourselves for each other, our customers and everyone around us. Here’s a few things we are looking for:

  • An obsession with listening to people's needs

  • A hunger for learning and solving problems

  • An entrepreneurial mindset wanting to ‘own’ everything you do, always innovating

  • An inner desire to push beyond your comfort zone in order to grow and progress

  • A passion for what you do that motivates those around you

  • A reliable and excellent work ethic, with a keen eye for detail

  • Excellent interpersonal skills - comfortable speaking to new people internally and externally, friendly / approachable

  • Excellent communication skills – both verbal and written

  • Excellent numerical skills and a keen eye for detail

  • Demonstrate you can academically learn to a high standard

  • Demonstrate you have a high level of emotional intelligence

  • Demonstrate you thrive and enjoy the pressure that comes with working with clients

  • Demonstrate you can work with experts in professional services

If you don’t tick all the boxes above, please don’t rule yourself out, as we all learn and grow. You do need to have ticked most boxes though and want to upskill on the others.

What you can expect from us:  

An energetic community that cares and shares your attitudes and interests.

Ownership of your time, it’s the most precious thing we have, and we want you to feel in control of yours.

Complete flexibility because work life balance doesn’t cut it anymore, life comes first.

Real time together every quarter, to focus on building the business and connecting as a team.

Here’s some benefits you can expect from us: 

  • 20 days holiday plus bank holidays (holidays will increase over service)

  • Annual personal development plans in line with business strategy

  • A range of wellbeing initiatives such as wellbeing days and time off for charitable work

  • Company matched pension of up to 6% of basic salary pay

  • AXA PPP private healthcare for you (and option to pay for your family to join at a discounted rate)

  • Annual external CPD budget

  • Working from home allowance

  • Ad hoc tax free benefits for special occasions

  • Company provided mobile phone (with personal use) and laptop

What you need to know

Reporting to:

Director team and all DTX’ers across the business.


Full time – flexible working - you can work anywhere at any time (inc weekends) - subject to core hours on Mon-Fri for internal and external calls/meetings/collaboration


Remote, home working with option to work in co-working spaces for solo working, team collaborations and catch ups.

Our team is mostly North West England based with monthly in person meet ups (more regularly during probation period).

Also, ad hoc onsite visits to clients and partners and ad hoc attendance at industry events.

Image by You X Ventures


If you are interested in the role, send a covering letter and CV to