At a Glance
- Tasks: Advise clients on tax matters and support senior team members in projects.
- Company: Join Old Mill, a dynamic firm with a collaborative culture.
- Benefits: Generous holiday allowance, flexible working, and 24/7 support.
- 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 at emma.coleman@om.uk
Private Client Tax Adviser in Chippenham employer: Taxation
Old Mill is an exceptional employer that fosters a collaborative and supportive work environment, ideal for those looking to advance their careers in tax advisory. With a generous benefits package, including a starting holiday allowance of 26 days and flexible working arrangements, employees are encouraged to grow both personally and professionally. The firm’s commitment to employee development and its dynamic culture make it a rewarding place to work for those passionate about providing trusted advice to a diverse client base.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Adviser in Chippenham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend tax seminars, workshops, or local meetups. You never know who might have a lead on your dream job or can offer valuable advice.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of how you've tackled complex tax issues or helped clients save money. This is your time to shine!
✨Tailor Your Approach
Before any interview, do your homework on the company and its culture. Make sure to align your experiences with what they value, especially around inheritance and capital gains tax. It shows you're genuinely interested!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining our fantastic team at Old Mill!
We think you need these skills to ace Private Client Tax Adviser in Chippenham
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 expertise in inheritance tax and capital gains tax, as well as any relevant qualifications like CTA.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about tax advisory work. Share specific examples of how you've helped clients navigate complex tax matters, and show us your enthusiasm for joining our collaborative team.
Showcase Your Communication Skills:Since clear communication is key in this role, ensure your written application is concise and professional. Avoid jargon where possible, and make it easy for us to see how you can effectively liaise with clients and colleagues.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining Old Mill!
How to prepare for a job interview at Taxation
✨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 Collaborative Spirit
Old Mill values teamwork, so be prepared to share examples of how you've worked effectively in a team. Highlight any experiences where you supported colleagues or contributed to group projects, especially in a tax advisory context.
✨Communicate Clearly
Since clear communication is key in this role, practice articulating complex tax concepts in simple terms. You might even want to prepare a brief explanation of a tax strategy you’ve implemented, as this will demonstrate your ability to convey technical information confidently.
✨Stay Updated on Tax Developments
Make sure you're aware of recent changes in tax legislation or trends in the industry. Mention any relevant CPD courses you've taken or articles you've read. This shows your commitment to continuous learning and staying ahead in your field.
