Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a diverse portfolio of UK resident and charitable trusts while ensuring compliance and deadlines.
- Company: Join Mercer & Hole, a firm that values diversity, equity, and inclusion in a supportive environment.
- Benefits: Enjoy a family-like culture, flexible working options, and opportunities for personal development.
- Why this job: Be part of a team that values resilience, positivity, and exceptional work while making a social impact.
- Qualifications: CTA and/or STEP qualified or willing to pursue; strong understanding of trusts and good communication skills.
- Other info: Experience with charitable trusts is a plus, but development opportunities are available!
The predicted salary is between 43200 - 72000 £ per year.
We are looking for someone to become a key member of our Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.
Key Responsibilities
- Responsible for an interesting and varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annual accounts and tax compliance are met.
- Reviewing work prepared by members of the team, input into their training and mentoring.
- Assisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance Tax.
- Liaising with tax, accounts and financial planning teams, as appropriate, to ensure a joined-up approach.
- Monitoring budgets, own chargeability and raising fee notes.
- Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas!
- A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous. The firm uses CCH Practice Management System.
Qualifications/Education Required
- CTA and/or STEP qualified – or a desire to work toward a STEP qualification.
- A strong understanding of trusts.
- Good communication, organisational and team skills.
- Flexible and dependable, able to take the initiative.
- Motivated and resilient with a positive outlook.
- Able to quickly build confidence, respect, and trust with others.
Values and Behaviours
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. 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. 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.
Trust Manager/Senior 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 Manager/Senior Manager
✨Tip Number 1
Familiarise yourself with the specific responsibilities of a Trust Manager, especially around charitable trusts and tax compliance. This will help you speak confidently about your understanding of the role during any discussions.
✨Tip Number 2
Network with professionals in the field of trust management, particularly those who are CTA or STEP qualified. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Demonstrate your alignment with the company's values during interviews. Be prepared to share examples of how you've shown resilience, support, and teamwork in your previous roles.
✨Tip Number 4
If you have experience with CCH Trust Accounts or CCH Practice Management System, be sure to highlight this. If not, consider taking a short course or tutorial to get familiar with these tools before your interview.
We think you need these skills to ace Trust Manager/Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing trusts, particularly charitable ones. Emphasise any qualifications like CTA or STEP, and showcase your communication and organisational skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm’s values. Mention specific experiences that demonstrate your ability to manage a varied portfolio and your commitment to teamwork and support.
Highlight Relevant Skills: Clearly outline your understanding of trusts and any experience with CCH Trust Accounts or CCH Personal Tax. If you have experience in probate work or estate accounts, make sure to include that as well.
Showcase Your Values: Reflect on how your personal values align with those of the firm. Discuss your resilience, ability to adapt to change, and your commitment to supporting colleagues, which are key traits they are looking for.
How to prepare for a job interview at Mercer & Hole Chartered Accountants
✨Showcase Your Trust Knowledge
Make sure to demonstrate your understanding of trusts during the interview. Be prepared to discuss your experience with charitable trusts and any relevant tax compliance issues, as this will show that you are well-versed in the key responsibilities of the role.
✨Emphasise Team Collaboration
Since the role involves liaising with various teams, highlight your teamwork skills. Share examples of how you've successfully collaborated with others in previous roles, especially in relation to tax, accounts, or financial planning.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities, particularly in high-level taxation and advisory work. Prepare scenarios where you had to navigate complex situations, demonstrating your analytical skills and initiative.
✨Align with Company Values
Familiarise yourself with the company's values and behaviours. During the interview, reflect these values in your answers, showing that you are not only a fit for the role but also for the company culture, which prioritises kindness, resilience, and support.
