Autograph Recruitment
Exeter, Devon
May 02, 2026
Full time
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.