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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 chance to work with diverse clients.
- Why this job: Make a real impact in a dynamic environment while growing your skills in trust management.
- Qualifications: 2-3 years experience in private client services; ACCA, CTA or STEP qualification preferred.
- Other info: Opportunity for career growth and mentoring within a collaborative team.
The predicted salary is between 36000 - 60000 £ 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 self‑assessment 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 self‑assessment
- 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 employer: Mercer & Hole Chartered Accountants
Contact Detail:
Mercer & Hole Chartered Accountants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Assistant Manager/Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and don’t be shy about letting people know you’re on the hunt for a Trust Assistant Manager/Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching Mercer & Hole thoroughly. Understand their values and what makes them tick. This way, you can tailor your answers to show how you fit into their culture and can contribute to their success.
✨Tip Number 3
Practice common interview questions related to trust accounting and administration. Think about your past experiences and how they relate to the responsibilities listed in the job description. Being able to share specific examples will make you stand out!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Mercer & Hole. Let’s get you that dream job!
We think you need these skills to ace Trust Assistant Manager/Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience with trust accounting and administration. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant experience!
Show Off Your Attention to Detail: In this role, accuracy is key! When you’re writing your application, pay close attention to spelling and grammar. A polished application reflects your ability to produce reliable work, which is something we value highly at StudySmarter.
Be Yourself: We love a bit of personality! Don’t be afraid to let your unique voice shine through in your application. Share your motivations and what excites you about working with us at Mercer & Hole – we’re looking for genuine passion!
Apply Through Our Website: To make sure your application gets to the right place, apply directly through our website. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Mercer & Hole Chartered Accountants
✨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.
✨Showcase Your Experience
Prepare to discuss your previous roles in private client departments, especially any hands-on experience with self-assessment tax returns and trust accounts. Be ready to share specific examples of how you've managed client portfolios and any challenges you've overcome in your past positions.
✨Demonstrate Team Spirit
Since teamwork is a big part of the culture at Mercer & Hole, think of examples where you've successfully collaborated with others. Highlight your ability to work independently while also being a supportive team member. This balance is key for the Trust Assistant Manager/Manager role.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to client care and how they handle complex issues. This not only shows your interest in the company but also gives you a chance to assess if their values align with yours. Plus, it can help you stand out from other candidates!
