People Leadership & Supervision

• Manage accounts managers directly and provide broader team oversight.
• Lead, develop and inspire a high-performing team, creating an environment where individuals are empowered to achieve their full potential.
• Drive succession planning and talent development across the department, ensuring a strong pipeline of future leaders and technical specialists.
• Coach and mentor Senior Managers, Managers and emerging leaders, providing constructive challenge, support and development opportunities.
• Champion the Hall Morrice culture and values, fostering collaboration, inclusivity and professional excellence across the firm.

Client Engagement

• Act as senior relationship owner across the portfolio.
• Lead year-end meetings and present accounts, tax positions and advisory recommendations.
• Manage complex client situations: restructuring, succession, acquisitions.
• Build long-term relationships through genuine understanding of client businesses.
• Identify opportunities to broaden relationships and expand service offerings across the firm, creating value for both clients and Hall Morrice.
• Represent Hall Morrice externally, strengthening the firm's profile within the business community and professional networks.

Commercial & Portfolio Management

• Own WIP, fee budgets, billing, and billing recovery across the portfolio.
• Manage resource planning and Retain scheduling to ensure efficient delivery.
• Monitor and drive key commercial metrics including revenue, profitability, recovery, utilisation, debtor management and client retention.
• Develop and implement growth plans for the portfolio, identifying opportunities for new business, cross-selling and enhanced client service offerings.
• Contribute to departmental and firm-wide budgeting, forecasting and strategic planning activities.
• Report on portfolio performance, market opportunities and strategic priorities to Partners and the wider leadership team.

Systems & Digital

• Utilise CCH and Microsoft 365 for efficient accounts production and client communication.
• Leverage Retain for effective resource scheduling and Power BI for commercial portfolio oversight.
• Maintain strong awareness of cloud accounting platforms to support client needs.
• Champion innovation and continuous improvement across the Accounts & Business Advisory service line.

Success in the Role

• Build trusted relationships that position Hall Morrice as a long-term adviser and partner to clients.
• Demonstrate visible leadership across the firm, positively influencing people, culture and performance.
• Drive business development activity that contributes to sustainable revenue growth and market presence.
• Develop and retain talented people while creating a strong succession pipeline for future leadership roles.
• Contribute meaningfully to the strategic direction, success and long-term growth of Hall Morrice.

Qualifications & Experience

• ACA/ACCA/CA — qualified, active CPD. ATT/CTA advantageous.
• Extensive post-qualification experience demonstrating clear progression to a senior level.

Technical Skills

• Technical authority at Director level across accounts and advisory.
• Deep UK GAAP (FRS 102) knowledge.
• Recognised technical leader with extensive expertise in accounts, business advisory and regulatory matters.
• Strong commercial awareness with the ability to translate technical knowledge into practical business advice.
• Able to provide strategic guidance across a diverse portfolio of owner-managed businesses and corporate clients.

Communication Skills

• Confident at senior client level.
• Leads year-end meetings and complex client conversations.
• Communicates constructively with managers and the team.
• Provides ongoing feedback to support in team development and firm improvements.

Personal Attributes

• Commercially astute and growth-focused, with a genuine passion for helping clients and people succeed.
• Acts as a strategic thinker while remaining approachable and supportive.
• Demonstrates strong leadership presence, sound judgement and accountability.
• Invests in the success of others and contributes positively to the long-term future of the firm.

Living by our values

Teamwork

• Champions collaboration across teams and service lines, fostering a One Hall Morrice approach to achieving shared success.

Excellence

• Sets the standard for quality, professionalism and client service, continually striving for exceptional outcomes.

Commitment

• Demonstrates accountability, resilience and dedication to delivering the best results for clients, colleagues and the firm.

Strong Relationships

• Builds trusted, long-term relationships with clients, colleagues and stakeholders, acting as an ambassador for Hall Morrice.

Supportive

• Creates an environment where people feel valued, encouraged and empowered to grow, providing coaching and support to develop future leaders.

Fresh & Innovative

• Challenges the status quo, embraces new ideas and technologies, and drives continuous improvement across the firm.

Respect

• Leads with integrity and professionalism, promoting an inclusive culture where everyone is treated with fairness, dignity and respect.