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- Tasks: Join our Trust Team to manage accounting and tax affairs for UK resident trusts.
- Company: Mercer & Hole, a top 40 accountancy firm with a friendly, supportive culture.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real impact while working on diverse and high-quality trust projects.
- Qualifications: 2-3 years experience in private client accounting; ACCA or CTA qualification preferred.
- Other info: Opportunity for career growth and training in a dynamic, international setting.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Become a key member of our Trust Team looking after 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, deceased estates, and personal tax, if desired.
Responsibilities
- Preparation of annual trust accounts
- Preparation of selfâassessment tax returns for family trusts
- Day to day trust record keeping and assisting with trust administration
- Calculation of tax liabilities and advising on payment of tax due under selfâassessment
- Correspondence with clients, beneficiaries and HMRC
- Assisting managers with routine trust planning, such as utilisation of losses and distributions to beneficiaries
- Responsible for the annual compliance work on his or her own portfolio of clients and willing to assist with the training and mentoring of Apprentices
- Experience of charitable trusts would be advantageous
- A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous, but training will be provided.
Qualifications / Education required
- The successful candidate is likely to have at least 2-3 years' experience of working within the private client department of an accountancy or legal practice, ideally with experience of trust accounting and administration
- Qualified or studying towards/willing to study towards ACCA, CTA or STEP
- Some experience of charitable trusts, probate work, estate accounts and personal tax would be advantageous but not essential
- Ability to work as part of a team with minimal supervision
- Takes care to produce reliable work to a good standard with a keen eye for detail
- Organised, accurate timesheet recording and monitoring of own chargeability
- Shows initiative and seeks help with any potential issues identified
- Excellent IT skills along with a willingness to adapt and evolve in this digital age
- Motivated, resilient with a positive outlook and a willingness to learn and develop
Trust Assistant Manager/Manager in London employer: Mercer & Hole Chartered Accountants
Contact Detail:
Mercer & Hole Chartered Accountants Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Trust Assistant Manager/Manager in London
â¨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and donât be shy about letting people know youâre on the hunt for a Trust Assistant Manager/Manager role. You never know who might have the inside scoop on an opportunity!
â¨Tip Number 2
Prepare for interviews by researching Mercer & Hole thoroughly. Understand their values and services, and think about how your skills in trust accounting and administration can contribute to their team. Tailor your responses to show youâre a perfect fit!
â¨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on showcasing your experience with trust accounts and your ability to work as part of a team.
â¨Tip Number 4
Donât forget to apply through our website! Itâs the best way to ensure your application gets noticed. Plus, it shows youâre genuinely interested in joining our team at Mercer & Hole. Letâs get you that dream job!
We think you need these skills to ace Trust Assistant Manager/Manager in London
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV is tailored to the Trust Assistant Manager/Manager role. Highlight your experience with trust accounting and administration, and donât forget to mention any relevant qualifications like ACCA or CTA. We want to see how your skills match what weâre looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why youâre passionate about working with trusts and how your background makes you a great fit for our team. Keep it friendly and professional â we love a personal touch!
Showcase Your Attention to Detail: In this role, attention to detail is key. When youâre filling out your application, make sure everything is accurate and well-organised. A clean, error-free application shows us you take pride in your work, which is exactly what we value at StudySmarter.
Apply Through Our Website: We encourage you to apply through our website for the best experience! Itâs straightforward and ensures your application gets to the right place. Plus, youâll find all the info you need about the role and our company there!
How to prepare for a job interview at Mercer & Hole Chartered Accountants
â¨Know Your Trusts
Make sure you brush up on your knowledge of trust accounting and administration. Familiarise yourself with the specifics of UK resident trusts, as well as any experience you have with non-UK resident trusts or charitable trusts. This will show that you're not just interested in the role but also understand the nuances involved.
â¨Showcase Your Experience
Prepare to discuss your previous roles in private client departments, especially any relevant experience with self-assessment tax returns and trust record keeping. Be ready to provide examples of how you've handled complex situations or provided exceptional client care in the past.
â¨Demonstrate Team Spirit
Since teamwork is a big part of this role, think of examples where you've successfully collaborated with others. Highlight your ability to work with minimal supervision while still being a supportive team member. This will resonate well with the firm's values of togetherness and support.
â¨Ask Insightful Questions
Prepare some thoughtful questions about the firmâs approach to client care and how they handle the complexities of trust management. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values.
