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- Tasks: Join our Trust Team managing UK resident trusts, accounts, and tax affairs.
- Company: Mercer & Hole is a top 40 independent accountancy firm with a friendly, supportive culture.
- Benefits: Enjoy a collaborative environment, training opportunities, and a chance to work with diverse clients.
- Why this job: Be part of a team that values client relationships and personal development in a dynamic industry.
- Qualifications: 2-3 years in private client accounting; studying towards ACCA, CTA, or STEP preferred.
- Other info: Experience with charitable trusts is a plus; training provided for necessary software.
The predicted salary is between 36000 - 60000 £ per year.
(Note: in addition to these functions employees are required to carry out such other duties as may reasonably be required.)
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. The firm uses CCH Practice Management System.
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
About Mercer & Hole
Mercer & Hole is an independent firm since being founded in 1905. Today, we are proud to say that we are a growing top 40 accountancy firm performing Audit, Corporate Tax, and advisory work. We are also a top 20 UK firm for both private client tax work and financial planning.
The firm is led by 24 partners, many of whom are top 4 trained, and we value teamwork with over 240 staff across four locations in the UK, with our flagship office in the heart of the City in Lombard Street.
We work with businesses and individuals and provide a quality, personalised service with high levels of expertise across all aspects of audit, accountancy, tax, and financial planning. We have the technical knowledge and excellence, but we also aim to give our clients practical options, and always make complex issues easy to understand. The secret to our success is a commitment to deliver only the best for our clients and to exceed their expectations from our initial contact and throughout our relationship.
We are recognised for being friendly and approachable, taking the time to get to know our clients as people so that we understand what is important to them, their business ventures, and their family commitments.
The firm has a varied, international client base and an international presence as we are founding members of The International Accounting Group and TAG Law which aligns over 16,000 professionals globally.
Making a Difference
People and businesses are facing unprecedented change. Across all sectors, business owners, Boards and Executive Management Teams must continually re-evaluate their position and make tough decisions that will affect their future goals and those of their organisations.
We work with a range of clients from start-ups, SMEs and larger corporations, including listed business, across a wide scope of industry sectors to provide them with a range of specialised services. At Mercer & Hole, we are known for our exceptional level of client care. We believe taking time to get to know our clients gives us a greater understanding of their business goals to provide real value.
Our Values
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.
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.
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Contact Detail:
Mercer & Hole Chartered Accountants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Senior/Assistant Manager
✨Tip Number 1
Familiarise yourself with the specific responsibilities of the Trust Senior/Assistant Manager role. Understanding the nuances of trust accounting and administration will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the accountancy and legal sectors, especially those who have experience with trusts. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 3
Stay updated on the latest tax regulations and compliance requirements related to trusts. Demonstrating your knowledge of current laws can set you apart from other candidates.
✨Tip Number 4
Consider reaching out to current or former employees of Mercer & Hole for informational interviews. They can offer valuable insights into the company culture and expectations, which can help you tailor your approach.
We think you need these skills to ace Trust Senior/Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trust accounting and administration. Emphasise any qualifications like ACCA, CTA, or STEP, and include specific examples of your work with family trusts or charitable trusts.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention how your values align with those of Mercer & Hole, and provide examples of how you've demonstrated resilience and teamwork in previous roles.
Showcase Your IT Skills: Since the firm uses CCH Practice Management System, mention any relevant software experience you have. If you're willing to learn new systems, highlight your adaptability and eagerness to evolve in a digital environment.
Highlight Your Attention to Detail: Given the importance of accuracy in trust accounting, provide examples in your application that demonstrate your keen eye for detail. Discuss how you ensure reliable work and manage your time effectively to meet deadlines.
How to prepare for a job interview at Mercer & Hole Chartered Accountants
✨Know Your Trusts
Make sure you have a solid understanding of trust accounting and administration. Brush up on the specifics of UK resident trusts, as well as any experience you have with non-UK resident trusts or charitable trusts. This knowledge will help you answer questions confidently.
✨Showcase Your Experience
Be prepared to discuss your previous roles in private client departments, especially any relevant experience with self-assessment tax returns and trust record keeping. Highlight specific examples where you successfully managed a portfolio of clients or assisted in training others.
✨Demonstrate Attention to Detail
Since the role requires accuracy in preparing annual trust accounts and calculating tax liabilities, be ready to provide examples of how you've ensured high-quality work in the past. Mention any systems or processes you use to maintain accuracy.
✨Emphasise Teamwork and Initiative
Mercer & Hole values teamwork, so be sure to express your ability to work collaboratively. Share instances where you've taken the initiative to solve problems or improve processes, showing that you're proactive and willing to learn.
