At a Glance
- Tasks: Advise clients on tax matters and support senior team members in projects.
- Company: Dynamic firm with a friendly culture and opportunities for growth.
- Benefits: Generous holiday allowance, flexible working, and 24/7 support.
- Other info: Collaborative environment with excellent career development opportunities.
- Why this job: Make a real impact while developing your expertise in tax advisory.
- Qualifications: CTA qualification and experience in personal tax or private client work.
The predicted salary is between 28800 - 48000 £ per year.
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 at emma.coleman@om.uk
Private Client Tax Adviser in Yeovil 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 Yeovil
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss inheritance tax, capital gains tax, and trusts. Show them you’re not just a candidate, but a future expert they need on their team!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining Old Mill and being part of our dynamic team.
We think you need these skills to ace Private Client Tax Adviser in Yeovil
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 to catch our eye!
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 communication skills and teamwork experience.
Showcase Your Analytical Skills:In your application, give examples of how you've used your analytical abilities in past roles. We love seeing candidates who can tackle complex compliance issues and provide clear advisory input, so don’t hold back!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and helps us get to know you better. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Old Mill
✨Know Your Tax Stuff
Make sure you brush up on inheritance tax, capital gains tax, and trusts before the interview. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Show Off Your Communication Skills
Since clear communication is key in this role, practice explaining complex tax concepts in simple terms. You might even want to prepare a few examples of how you've successfully communicated with clients or colleagues in the past.
✨Demonstrate Team Spirit
This position involves collaboration, so be ready to share experiences where you've worked well in a team. Highlight how you’ve supported junior members or contributed to group projects, as this will resonate with their culture.
✨Stay Updated on Tax Developments
Show your enthusiasm for continuous learning by discussing recent tax changes or developments. Mention any CPD activities you've engaged in, as this will demonstrate your commitment to staying current in the field.
