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 qualityProactive, with the ability to use initiative and drive improvements
* Collaborative team player with a positive, can-do approach
* Honest, transparent and professional in communication
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