At a Glance
- Tasks: Advise clients on tax matters and support senior team members in delivering projects.
- Company: Join Old Mill, a dynamic firm with a collaborative culture and diverse client base.
- Benefits: Generous holiday allowance, flexible working, and 24/7 support for employees.
- Other info: Opportunities for personal and professional growth in a supportive environment.
- Why this job: Make a real impact by helping clients navigate complex tax challenges.
- Qualifications: CTA qualification and experience in personal tax or private client work.
The predicted salary is between 40000 - 50000 £ per year.
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
This is a varied role with a strong advisory focus. Your key responsibilities will include:
- 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. You should have:
- 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
We go beyond the basics to offer a benefits package designed to support your personal and professional growth:
- 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.
Private Client Tax Adviser in Exeter employer: Old Mill
At Kinbrook Group, we pride ourselves on fostering a collaborative and innovative work culture where data integrity is paramount. As a CRM and Data Manager, you'll not only take ownership of vital data processes but also enjoy opportunities for professional growth across our diverse teams in the South West, London, and Midlands. With a focus on automation and continuous improvement, you'll play a key role in shaping how we leverage data to drive business success, all while being part of a supportive environment that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Adviser in Exeter
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend having a few examples ready that showcase your skills in tax planning and client advisory. Remember, confidence is key, so show them why you’re the perfect fit for their team!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation for the opportunity and reiterate your interest in the role. We believe this small gesture can make a big difference in leaving a lasting impression.
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website! This not only shows your enthusiasm but also ensures your application gets to the right people. We’re always on the lookout for passionate candidates like you to join our team at Old Mill.
We think you need these skills to ace Private Client Tax Adviser in Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Adviser role. Highlight your CTA qualification and any relevant experience in capital gains and inheritance tax planning. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory work and how your background makes you a great fit for Old Mill. Don’t forget to mention your collaborative spirit and how you enjoy working with clients.
Showcase Your Communication Skills:Since clear communication is key in this role, make sure your application showcases your written skills. Whether it's through your CV or cover letter, we want to see how you articulate complex tax matters in a straightforward way.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Old Mill
✨Know Your Tax Stuff
Brush up on your knowledge of inheritance tax, capital gains tax, and trusts. Be ready to discuss specific cases or scenarios where you've successfully navigated these areas. This shows you’re not just familiar with the theory but can apply it practically.
✨Show Your Advisory Skills
Prepare examples of how you've provided clear and practical advice in previous roles. Think about times when you’ve helped clients understand complex tax matters. This will demonstrate your ability to communicate effectively and build trust.
✨Team Player Vibes
Since this role involves collaboration, be ready to talk about your experience working in teams. Share instances where you’ve supported colleagues or contributed to group projects, highlighting your ability to work well with others.
✨Stay Updated
Make sure you’re aware of the latest tax developments and changes in legislation. Mention any recent news or updates during your interview to show that you’re proactive about your professional development and committed to staying informed.
