Private Client Tax Director

Insite Finance; High Wycombe; Hybrid; GBP 80,000 - 95,000; Full time

Benefits offered by this job

Hybrid working

Local High Wycombe office

Job summary

Insite Finance in High Wycombe is seeking a Private Client Tax Director to lead a high net worth portfolio in a flexible, hybrid role. You will own client strategy, provide advisory leadership, and mentor a team within a respected accountancy environment.

The role offers a clear path to equity or Partner-level responsibilities, with a strong client mix and a local, non-London office setting. Hybrid working and long-term career development are highlighted.

Qualifications

• Strong background in private client tax within a practice environment.
• Proven ability to manage and grow client relationships at a senior level.
• Confidence in handling complex advisory work independently.
• Experience leading or mentoring junior team members.

Responsibilities

• Take full responsibility for a diverse portfolio of high net worth individuals, families, and trusts.
• Act as a trusted adviser on complex tax planning and advisory matters.
• Lead and develop a team, providing guidance and technical support.
• Build and maintain strong client relationships, being a key point of contact.
• Identify opportunities to expand services and add value across the portfolio.
• Contribute to the wider growth and strategic direction of the office.

Skills

Private client tax

Team leadership

Business development

Advisory expertise

Education

CTA or equivalent qualification

Job description

If you're an experienced private client specialist looking to step into a more senior, strategic role without the daily grind into the city, this is a genuinely compelling opportunity based in High Wycombe. This position offers the scope to operate at Director level while retaining the balance and accessibility of a local office, all within a highly regarded accountancy environment.

You'll be joining a well-established and growing firm known for its strength in private client work and long-standing relationships. This Private Client Tax Director role has been designed for someone ready to take ownership, lead a team, and shape the direction of a high-quality portfolio, with a clear and supported progression path beyond Senior Manager level. In this accountancy setting, you'll have the autonomy to make decisions, influence client strategy, and mentor a capable team, all while building towards future leadership opportunities.

What you'll be doing

• Taking full responsibility for a diverse portfolio of high net worth individuals, families, and trusts
• Acting as a trusted adviser on complex tax planning and advisory matters
• Leading and developing a team, providing guidance and technical support
• Building and maintaining strong client relationships, becoming a key point of contact
• Identifying opportunities to expand services and add value across the portfolio
• Contributing to the wider growth and strategic direction of the office

What we're looking for

• Strong background in private client tax within a practice environment
• Proven ability to manage and grow client relationships at a senior level
• Confidence in handling complex advisory work independently
• Experience leading or mentoring junior team members
• Commercial awareness and an interest in contributing to business growth
• CTA or equivalent qualification would be expected

What's on offer

• Salary in the region of £80,000 to £95,000, positioned at a strong Senior Manager level
• Clear progression route towards equity or Partner-level responsibilities
• A genuinely local role in High Wycombe, avoiding the need for a London commute
• Flexible and hybrid working arrangements
• High-quality client portfolio with advisory exposure
• Supportive leadership team and long-term career development within accountancy

Private Client Tax Director – High Wycombe, Hybrid working – £80,000 - £95,000 pa

This Private Client Tax Director opportunity would suit someone ready to step up, take ownership, and build something long term.