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 Exeter 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 motivated individuals seeking meaningful engagement with a diverse client base.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Adviser in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that Private Client Tax Adviser role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge, especially around inheritance and capital gains tax. We recommend practising common interview questions with a friend or mentor to boost your confidence.
✨Tip Number 3
Showcase your passion for tax planning during interviews. Share examples of how you've tackled complex compliance issues or provided valuable advice to clients. This will demonstrate your expertise and enthusiasm for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
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 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 gives you a chance to explore more about Old Mill and our culture!
How to prepare for a job interview at Taxation
✨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 familiar with the basics but also ready to tackle complex issues.
✨Show Off Your Communication Skills
Since this role involves liaising with clients and HMRC, practice articulating your thoughts clearly. You might want to prepare a few examples of how you've communicated complex tax matters in the past, as this will demonstrate your ability to convey information effectively.
✨Be Ready to Collaborate
Old Mill values teamwork, so think of examples where you've worked well in a team setting. Highlight your experience in supporting junior team members or collaborating on projects, as this will align with their supportive culture.
✨Stay Updated on Tax Developments
Familiarise yourself with recent changes in tax legislation and be prepared to discuss how they might impact clients. Showing that you're proactive about keeping up-to-date will impress the interviewers and demonstrate your commitment to the field.
