Trust Assistant Manager/Manager

Main function of job

Become a key member of our Trust Team looking after and managing the accounting, administration, and tax affairs of UK resident trusts. The work is varied and high quality and there is also the opportunity to become involved with non-UK resident trusts, estates, and personal tax, if desired. The role will also involve assisting on the delivery of advisory work

Main duties

• Responsibility for a mixed portfolio of UK resident trust clients and the annual compliance work, including trust accounts and self-assessment tax returns.
• Assisting senior staff on the delivery of advisory work, which will include the preparation of reports on matters such as IHT planning, succession planning and wealth preservation, and trust restructuring.
• Preparation and attendance at both existing and potential new client meetings.
• Correspondence and liaison with clients, co-professionals and HMRC, including promptly dealing with routine correspondence received in connection with those clients.
• Prioritising and organising own work to ensure a consistently high standard of client care and to meet both client and HMRC deadlines through working independently and taking initiative in dealing with clients’ affairs.
• Training and development of junior members of staff, through mentoring and delegating, and reviewing work.

Note: in addition to these functions employees are required to carry out such other duties as may reasonably be required.

Equipment used

A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous, but training will be provided.

Qualifications/education Required ACA, CTA or STEP qualified

The successful candidate is likely to have at least 3-5 years of experience of working within the private client department of an accountancy or legal practice, with experience of trust accounting and tax reporting.

Some experience of working with family offices, landed estates and high net worth families would be advantageous but not essential.

Particular Aptitudes / Skills Required

• Ability to work as part of a team with minimal supervision, and to support the development of junior members of the team.
• Takes care to produce reliable work to a high standard with a keen eye for detail.
• Organised and able to manage a portfolio of clients, ensuring that all deadlines are met.
• Shows initiative and independently seeks to resolve issues faced.
• Motivated and resilient with a positive outlook, and a willingness to learn and develop.
• Good computer skills including a sound knowledge of Word and Excel.

Our Values and behaviours are based on

We really want to attract and retain individuals who share our Values:

Together

The firm with the family feel. Express gratitude. Smile. Be humble and confident. Have fun.

Resilient

Change is imminent, and business is imperfect. Be open minded & agile. Assume positive intent and exercise the power of positive thinking.

Understanding

Each individual matters and will be heard and respected. Honesty, integrity, empathy and kindness are fundamental.

Supportive

We support what is important to you and show kindness in our behaviour to each other. We encourage each other to realise our potential.

Thrive!

We strive to be the best, innovate and always do exceptional work. That’s who we are and what our clients deserve.

Mercer & Hole is committed to cultivating and preserving a culture of diversity, equity and inclusion (DEI). Our people are our most valuable asset. We bring our life experiences, knowledge, creativity, and talents together at Mercer & Hole making it a unique place to work where all can safely thrive.