Job Description:

Location: Exeter
Salary: DOE
Workplace Type: Office-based
Employment Type: Full-time

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.

• 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

• 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

• 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

• 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

• 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