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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 career.
- Qualifications: 2-3 years experience in private client accounting; ACCA or CTA qualification preferred.
- Other info: Opportunity for training and mentoring apprentices in a collaborative team.
The predicted salary is between 36000 - 60000 £ per year.
This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.
Main function of job (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.
Main duties:
- 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.
Equipment used:
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.
Particular aptitudes / skills required:
- 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 businesses, 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.
Audit and Accounting (note, audit services not provided to listed entities)
Tax compliance and advisory
Business and strategic advice
VAT including partial exemption issues
Virtual Finance, including bookkeeping, management accounting, financial modelling and payroll
"World Class Finance" - review of financial processes and controls, including improvement recommendations and implementation guidance
Regulatory returns
Valuation services
Merger and acquisition support and advice (including Financial Due Diligence)
Private client services and exit strategy planning
Raising finance
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.
Trust Assistant Manager/Manager in London employer: Mercer & Hole
Contact Detail:
Mercer & Hole Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Assistant Manager/Manager in London
✨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 services so you can show how you fit into their team. Tailor your answers to reflect their commitment to client care and teamwork.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your experience in trust accounting and administration. The more you practice, the more confident you’ll feel when it’s time to shine.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Trust Assistant Manager/Manager in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Trust Assistant Manager/Manager role. Highlight your relevant experience in trust accounting and administration, and don’t forget to mention any qualifications like ACCA or CTA that you’re pursuing.
Showcase Your Skills: We want to see your skills in action! Be sure to include examples of how you've demonstrated attention to detail, organisation, and teamwork in your previous roles. This will help us understand how you can contribute to our Trust Team.
Be Authentic: Let your personality shine through in your application. We value a positive outlook and a willingness to learn, so don’t hesitate to share your motivations and what excites you about working with us at Mercer & Hole.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Mercer & Hole
✨Know Your Trusts
Make sure you brush up on your knowledge of trust accounting and administration. Familiarise yourself with the key responsibilities listed in the job description, such as preparing annual trust accounts and self-assessment tax returns. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Experience
Be ready to discuss your previous experience in a private client department or similar roles. Highlight specific examples where you've successfully managed trust portfolios or dealt with tax compliance. This will help demonstrate your capability and fit for the position.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to client care and how they support their team members. This shows that you’re genuinely interested in their culture and values, which is crucial for a role that involves teamwork and client interaction.
✨Emphasise Your Adaptability
Given the digital age we live in, be prepared to discuss how you’ve adapted to new technologies in your previous roles. Mention any experience with CCH systems or similar software, as this will highlight your willingness to learn and evolve, which is something the firm values.
