Associate Director (Finance)

TL;DR

Associate Director (Finance): Managing a portfolio of owner-managed business and personal tax clients with an accent on leadership, staff development, and practice growth. Focus on overseeing account workflows, mentoring trainee accountants, and implementing digital working practices to improve efficiency.

Location: North Yorkshire, UK

Salary: £60,000 – £70,000 + Bonus

Company

A well-established independent accountancy practice focusing on relationship-led professional services.

What you will do

• Manage a portfolio of owner-managed business and personal tax clients.
• Act as the primary client contact and build long-term professional relationships.
• Review accounts and tax work prepared by the internal team.
• Oversee workflow and provide technical guidance and mentoring to staff at all levels.
• Support business development and networking opportunities to grow the practice.
• Implement improved systems, processes, and digital working practices to drive efficiency.

Requirements

• Strong general practice experience within a UK accountancy firm.
• Proven experience managing client relationships independently.
• Previous experience in staff management and technical review.
• Strong communication and organisational skills.
• A collaborative and commercially minded approach.

Nice to have

• Experience with digital systems improvements and process development.

Culture & Benefits

• Supportive, relationship-led firm environment.
• Genuine progression opportunities.
• Potential for future equity participation for the right individual.
• Long-term succession planning strategy.