Private client tax adviser Work, Jobs in Wellswood, Dev (with Salaries)

Private Client Tax Adviser
Old Mill —Exeter
- Hybrid work
- Analysis skills
- Communication skills
- Tax experience
- Employee assistance programme
- Employee discount
Quick apply
Accounts Assistant - Bovey Tracey
Simpkins Edwards —Bovey Tracey
- Full-time
- Hybrid work
- Accounting
- QuickBooks
- Tax experience
- Free parking
- Health & wellbeing programme
Quick apply
2d
Payroll Manager - Exeter (Hybrid)
Simpkins Edwards —Exeter
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Management
- Free parking
- Health & wellbeing programme
Quick apply
3d
Finance Manager
Swanky —Exeter
- Full-time
- Hybrid work
- Accounting
- Communication skills
- Employee assistance programme
- Flexible schedule
Quick apply

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Private Client Tax Adviser

Old Mill -
Exeter

Quick apply

Job details

Benefits

Company pension
Employee assistance programme
Employee discount

Qualifications

Assistant manager experience
Analysis skills
Communication skills
Tax experience

Full job description

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 [email protected]

Quick apply

Refine Your Search

private client tax adviser jobs in wellswood, dev

Private Client Tax Adviser

Accounts Assistant - Bovey Tracey

Payroll Manager - Exeter (Hybrid)

Finance Manager

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