Director
Location: Exeter
Salary: DOE
Workplace Type: Office-based
Employment Type: Full-time
Role Overview
This is a senior leadership position responsible for driving both client excellence and team performance. The successful individual will oversee a substantial client portfolio, ensuring the highest standard of service delivery, while also contributing to the firm’s continued growth and operational efficiency.
A key focus of the role will be developing the team, enhancing client relationships, and identifying opportunities to improve processes and mitigate risk across the business.
Key Responsibilities
Take ownership of a significant client portfolio, with a strong presence in the property sector
Deliver high-quality advisory services, including complex tax planning both within and beyond your portfolio
Review accounts and tax work to ensure technical accuracy and compliance
Proactively drive business development through client growth strategies and new client acquisition
Lead on prospective client meetings and oversee the preparation of tailored proposals
Manage the onboarding process for new clients, including establishing clear service agreements
Oversee workflow planning and resource allocation across a growing portfolio
Lead, mentor and develop team members, supporting their progression and performance
Delegate effectively, ensuring work is completed efficiently and to a high standard
Monitor and manage team financial performance, including utilisation, recoveries and billing
Collaborate with the wider leadership team to share insights and contribute to business performance
Build and maintain a strong professional network to support both business development and client service delivery
General Responsibilities
Maintain strict confidentiality of all client and business information
Act in line with the firm’s values and professional standards
Stay up to date with relevant legislation, regulatory changes and technology developments
Drive continuous improvement in systems and processes to enhance client experience
Ensure compliance with AML procedures across the team
Maintain a high level of technical expertise through ongoing CPD
Skills & Capabilities
Strong working knowledge of accounting systems and software
Ability to communicate complex information clearly to clients and senior stakeholders
Proven leadership skills, with the ability to coach and develop high-performing teams
Strong problem-solving and conflict resolution abilities
Commercial awareness with the ability to identify and manage risk
Confident presenter with strong interpersonal skills
Experience & Qualifications
ACA or ACCA qualified, ideally with CTA (or equivalent experience)
Extensive experience within accountancy practice at a senior level
Strong technical expertise across advisory services and complex accounting/tax matters
Demonstrable experience managing a large and varied client portfolio
Proven track record in business development and revenue generation
Experience working with property sector clients is highly desirable
Experience contributing to strategic planning and long-term business growth
Previous leadership of teams or service lines, with responsibility for performance and delivery
Experience mentoring senior staff and supporting succession planning
Personal Attributes
Highly commercial with strong relationship-building skills
An effective and inspiring leader with excellent people management abilities
Open-minded and adaptable, with a willingness to embrace change
Strong attention to detail and commitment to quality
Proactive, with the ability to use initiative and drive improvements
Collaborative team player with a positive, “can-do” approach
Honest, transparent and professional in communication
If this role is of interest to you, please do give me a call on (phone number removed) or drop me an email at (url removed)
Looking forward to hearing from you.
#ASRAF