Private Client Tax Adviser

Taxation; United Kingdom; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Holiday allowance

Birthday day off

Hybrid work

EAP

Perks discounts

Pension plan

Job summary

Old Mill is seeking a Private Client Tax Adviser at Manager or Assistant Manager level to join our expert team. You’ll handle inheritance tax, capital gains planning, trusts and related advisory work for a diverse client base, while collaborating with a supportive team.

You’ll contribute to complex projects, mentor junior staff, and stay current with tax developments through CPD offerings, all within a flexible hybrid working model.

Qualifications

• CTA qualification with strong private client tax expertise.
• Experience in capital gains tax, inheritance tax planning and trusts.
• Clear written and verbal communication with strong organisational abilities.

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 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 CPD offerings.
• Reviewing work of junior team members and supporting their development.
• Collaborating with colleagues across the firm to add value.

Skills

Tax advisory experience

Capital gains planning

Inheritance tax planning

Trusts

Complex compliance

Education

CTA qualification

Job description

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.

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

• 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 [e-mail]