Capital Taxes Assistant Manager / Manager

Old Mill; Wells; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Generous holiday allowance

Extra day off for birthday

Flexible working

Employee Assistance Programme

Exclusive employee perks

Job summary

A dynamic financial advisory firm in Wells is seeking a motivated Capital Taxes Assistant Manager or Manager to advise clients on complex tax matters. The ideal candidate has a CTA qualification and a strong background in personal tax. This role offers a supportive work culture, flexible hybrid working options, and generous benefits including a competitive pension scheme.

Qualifications

• Experience in capital gains and inheritance tax planning.
• Experience with trusts and complex compliance.
• Comfort producing advisory reports.

Responsibilities

• Advising clients on inheritance tax and capital gains tax.
• Supporting senior team members with tax advisory projects.
• Liaising with clients and HMRC with clarity.

Skills

Strong background in personal tax

Clear written and verbal communication skills

Strong analytical abilities

Organisational abilities

Ability to work independently and collaboratively

Education

CTA qualification

Job description

At Old Mill, we’re looking for a motivated and detail‑oriented Capital Taxes Assistant Manager or Manager to join our expert team. This is a fantastic opportunity to work on a wide variety of interesting and complex tax matters with clients who value trusted advice.

About Us

Old Mill is a dynamic and forward‑thinking firm with four offices across the South West and a team of more than 350 talented professionals. We work with a diverse client base of over 5,000 businesses across multiple sectors, offering plenty of opportunities to develop and broaden your expertise.

What You’ll Be Doing

• Advising clients on inheritance tax, capital gains tax, trusts, and succession planning
• Supporting senior team members with the delivery of tax advisory projects
• Working with compliance teams to ensure accurate reporting for transactions
• Liaising with clients, HMRC and other professional advisers with clarity and confidence
• Providing advisory input on remuneration strategies and benefits in kind
• Keeping up to date with tax developments and making use of our CPD offering
• Reviewing the work of junior team members and supporting their development
• Collaborating with colleagues across the firm to identify opportunities and add value

What We’re Looking For

This role suits someone with a strong background in personal tax or private client work who is ready for the next step.

• CTA qualification
• Experience in capital gains and inheritance tax planning, trusts, and complex compliance
• Clear written and verbal communication skills
• Strong analytical and organisational abilities
• A structured approach to managing tasks and meeting deadlines
• The ability to work both independently and collaboratively within a team
• Comfort producing advisory reports and handling technical queries

Why Join Us

At Old Mill, you’ll be supported to grow your career in a way that suits your aspirations. You’ll work with people who are passionate about what they do and who will support you to be your best. We’re proud of our open, friendly culture and our flexible approach to working.

Benefits

• Generous holiday allowance starting at 26 days, plus bank holidays, with the option to purchase up to 5 additional days
• An extra day off to celebrate your birthday
• Flexible working with a hybrid model of three days a week in the office
• Employee Assistance Programme offering confidential support 24/7
• Access to exclusive employee perks and discounts
• A competitive pension scheme to help plan for your future

Interested?

We’d love to hear from you. For more information or an informal discussion, please contact Emma Coleman at [e-mail]