Private Client Tax Adviser — Assistant Manager (Hybrid)

Old Mill; Yeovil; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Generous holiday allowance

Birthday day off

Hybrid work 3 days in office

Employee assistance programme

Exclusive employee perks and discounts

Competitive pension scheme

Job summary

Old Mill, a forward-thinking firm with offices across the South West, is seeking a motivated Private Client Tax Adviser at Manager or Assistant Manager level to join our expert team in Yeovil. You will handle a diverse portfolio, advising individuals, agricultural clients, trusts and partnerships on inheritance and capital gains tax, with a focus on practical, clear guidance.

You’ll work in a collaborative environment, supporting senior colleagues, delivering advisory projects and ensuring

Qualifications

• Experience in capital gains and inheritance tax planning, trusts, and complex compliance.
• Clear written and verbal communication skills.
• Strong analytical and organisational abilities.
• 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.

Responsibilities

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

Skills

Inheritance tax

Capital gains tax

Trusts

Tax advisory

Client communication

Analytical thinking

Organisation skills

Team player

Job description

Old Mill, a forward-thinking firm with offices across the South West, is seeking a motivated Private Client Tax Adviser at Manager or Assistant Manager level to join our expert team in Yeovil. You will handle a diverse portfolio, advising individuals, agricultural clients, trusts and partnerships on inheritance and capital gains tax, with a focus on practical, clear guidance.

You’ll work in a collaborative environment, supporting senior colleagues, delivering advisory projects and ensuring