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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