Find a job 
Featured Companies 
Featured Universities 
For Companies 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 friendly culture and diverse client base.
- Benefits: Enjoy 26 days holiday, flexible working, and a competitive pension scheme.
- Other info: Collaborative environment with opportunities for personal and professional growth.
- 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 us below.
Private Client Tax Adviser in Yeovil employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Adviser in Yeovil
✨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!
✨Ace the Informal Chat
Before any formal interview, try to have an informal chat with someone from the company. This can give you insider info about the culture and expectations. Plus, it shows your genuine interest in Old Mill and the role of Private Client Tax Adviser!
✨Showcase Your Expertise
When you get the chance to meet potential employers, make sure to highlight your experience with inheritance and capital gains tax. Share specific examples of how you've tackled complex tax matters. We want to see your passion for tax planning shine through!
✨Follow Up with Flair
After any interaction, whether it’s an informal chat or an interview, send a follow-up message. Thank them for their time and reiterate your enthusiasm for the role. It’s a simple way to keep you top of mind and show that you’re keen to join the team at Old Mill!
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 expertise in inheritance and capital gains tax, and don’t forget to mention any relevant qualifications like CTA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for tax planning and how you can contribute to our collaborative team at Old Mill. Be sure to mention specific examples of your past work that align with the job description.
Showcase Your Communication Skills: Since clear communication is key in this role, make sure your application is well-structured and free of jargon. We want to see your ability to convey complex tax matters simply and effectively, so keep it professional yet approachable.
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 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 other professionals, practice articulating your thoughts clearly. You might want to prepare a few examples of how you've effectively communicated complex tax matters in the past.
✨Demonstrate Team Spirit
Old Mill values collaboration, so be ready to share experiences where you've worked well in a team. Highlight how you’ve supported colleagues or contributed to group projects, especially in a tax advisory context.
✨Stay Updated on Tax Developments
Show your enthusiasm for continuous learning by discussing recent tax changes or developments. Mention any CPD courses you've taken or plan to take, as this demonstrates your commitment to staying informed and growing in your role.