Private Client Tax Adviser - Hybrid, Inheritance & Growth

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

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.