Trust & Tax Advisory Assistant Manager in London

Trust & Tax Advisory Assistant Manager in London

London Full-Time 50000 - 60000 £ / year (est.) No working from home possible
M

At a Glance

  • Tasks: Manage UK resident trusts and provide expert tax advisory services.
  • Company: Join Mercer & Hole, a leading firm in Trust and Tax Advisory.
  • Benefits: Competitive salary, professional development, and opportunities to mentor junior staff.
  • Other info: Dynamic team environment with growth potential in Greater London.
  • Why this job: Make a real difference in wealth preservation and compliance for clients.
  • Qualifications: ACA, CTA, or STEP qualified with 3-5 years of relevant experience.

The predicted salary is between 50000 - 60000 £ per year.

Mercer & Hole is looking for an experienced professional to join their Trust Team in Greater London. The role involves managing a portfolio of UK resident trusts, ensuring compliance, and delivering advisory services on matters like inheritance tax and wealth preservation.

The ideal candidate will be ACA, CTA, or STEP qualified with 3-5 years of experience in trust accounting and tax reporting within a private client environment. Opportunities to train junior staff are included in this position.

Trust & Tax Advisory Assistant Manager in London employer: Mercer & Hole

Mercer & Hole is an exceptional employer, offering a collaborative work culture in the heart of Greater London, where professionals can thrive in their careers. With a strong focus on employee development, the firm provides ample opportunities for growth, including training junior staff and engaging in meaningful advisory work. The commitment to compliance and client service ensures that employees are part of a respected team dedicated to excellence in trust and tax advisory services.

M

Contact Details:

Mercer & Hole Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Trust & Tax Advisory Assistant Manager in London

Tip Number 1

Network like a pro! Reach out to your connections in the trust and tax advisory field. Attend industry events or webinars to meet potential employers and get your name out there.

Tip Number 2

Showcase your expertise! Prepare a portfolio that highlights your experience with trust accounting and tax reporting. This will help you stand out during interviews and demonstrate your value.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers, especially around compliance and advisory services. The more comfortable you are, the better you'll perform.

Tip Number 4

Don't forget to apply through our website! We have loads of opportunities waiting for you, and applying directly can give you an edge over other candidates. Let's get you that Trust & Tax Advisory Assistant Manager role!

We think you need these skills to ace Trust & Tax Advisory Assistant Manager in London

Trust Accounting
Tax Reporting
Inheritance Tax Advisory
Wealth Preservation Advisory
ACA Qualification
CTA Qualification
STEP Qualification

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience in trust accounting and tax reporting. We want to see how your skills align with the role, so don’t be shy about showcasing your ACA, CTA, or STEP qualifications!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about trust and tax advisory work. We love seeing candidates who can articulate their interest in wealth preservation and compliance.

Showcase Your Experience:When detailing your past roles, focus on specific achievements and responsibilities that relate to managing UK resident trusts. We’re looking for someone who can hit the ground running, so make your experience stand out!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!

How to prepare for a job interview at Mercer & Hole

Know Your Trusts

Make sure you brush up on your knowledge of UK resident trusts and the specific compliance requirements. Be ready to discuss your experience with trust accounting and tax reporting, as well as any challenges you've faced in previous roles.

Showcase Your Qualifications

Highlight your ACA, CTA, or STEP qualifications during the interview. Be prepared to explain how your education has equipped you for this role and how it relates to the advisory services Mercer & Hole provides.

Prepare for Scenario Questions

Expect questions that assess your problem-solving skills in real-life scenarios. Think about past experiences where you successfully managed a portfolio or advised clients on inheritance tax and wealth preservation, and be ready to share those stories.

Emphasise Team Leadership Skills

Since the role includes training junior staff, be sure to discuss any leadership or mentoring experiences you have. Share examples of how you've helped others grow in their roles, as this will show your potential to contribute to the team at Mercer & Hole.