Private Client Tax Adviser

Old Mill; Exeter; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Holiday entitlement

Birthday day off

Hybrid working

EAP 24/7

Employee discounts

Pension scheme

Job summary

Old Mill, in the United Kingdom, is seeking a Private Client Tax Adviser at Manager or Assistant Manager level to join a collaborative team. You will handle inheritance tax, capital gains tax, trusts, and succession planning while supporting senior colleagues on complex advisory projects.

The role requires strong communication skills and a structured, independent yet team-oriented approach. A hybrid working model is offered with continued professional development support.

Qualifications

• CTA qualification or equivalent required.
• Experience in inheritance tax planning, capital gains, trusts and complex compliance.
• Strong written and verbal communication skills.
• Analytical and organised with ability to meet deadlines.
• Comfort producing advisory reports and handling technical queries.

Responsibilities

• Advising clients on inheritance tax, capital gains tax, trusts and succession planning.
• Supporting senior team members with delivery of tax advisory projects.
• Working with compliance teams to ensure accurate reporting of transactions.
• Liaising with clients, HMRC and advisers with clarity and confidence.
• Providing advisory input on remuneration strategies and benefits in kind.

Skills

CTA qualification

Inheritance tax planning

Capital gains tax planning

Trusts

Complex compliance

Job description

Overview

At Old Mill, we’re looking for a motivated and detail-oriented Private Client Tax Adviser at Manager or Assistant Manager level 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. This role is ideal for someone who enjoys the intricacies of tax planning, particularly inheritance and capital gains tax, and wants to work with a collaborative and supportive team. You’ll work with individuals, business owners, agricultural clients, trusts and partnerships, providing practical advice and helping them navigate technical challenges.

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

• 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]