Director

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