At a Glance
- Tasks: Manage accounting and tax affairs for UK resident trusts while assisting with advisory work.
- Company: Join a dynamic firm focused on high-quality trust management and client care.
- Benefits: Competitive salary, professional development, and mentoring opportunities.
- Other info: Opportunity to work with high net worth clients and grow your career.
- Why this job: Make a real impact in trust management and develop your skills in a supportive environment.
- Qualifications: ACA, CTA or STEP qualified with 3-5 years of relevant experience.
The predicted salary is between 49500 - 60500 £ per year.
Main function of job
Become a key member of our Trust Team looking after and managing 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, estates, and personal tax, if desired.
The role will also involve assisting on the delivery of advisory work.
Responsibilities
- Responsibility for a mixed portfolio of UK resident trust clients and the annual compliance work, including trust accounts and self‑assessment tax returns.
- Assisting senior staff on the delivery of advisory work, which will include the preparation of reports on matters such as IHT planning, succession planning and wealth preservation, and trust restructuring.
- Preparation and attendance at both existing and potential new client meetings.
- Correspondence and liaison with clients, co‑professionals and HMRC, including promptly dealing with routine correspondence received in connection with those clients.
- Prioritising and organising own work to ensure a consistently high standard of client care and to meet both client and HMRC deadlines through working independently and taking initiative in dealing with clients’ affairs.
- Training and development of junior members of staff, through mentoring and delegating, and reviewing work.
- 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 and experience required
- ACA, CTA or STEP qualified
- The successful candidate is likely to have at least 3-5 years of experience of working within the private client department of an accountancy or legal practice, with experience of trust accounting and tax reporting.
- Some experience of working with family offices, landed estates and high net worth families would be advantageous but not essential.
- Particular aptitudes / skills required
- Ability to work as part of a team with minimal supervision, and to support the development of junior members of the team.
- Takes care to produce reliable work to a high standard with a keen eye for detail.
- Organised and able to manage a portfolio of clients, ensuring that all deadlines are met.
- Shows initiative and independently seeks to resolve issues faced.
- Motivated and resilient with a positive outlook, and a willingness to learn and develop.
- Good computer skills including a sound knowledge of Word and Excel.
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Trust Assistant Manager/Manager employer: Mercer & Hole
Mercer & Hole is an excellent employer that fosters a collaborative and supportive work culture, where professionals are encouraged to grow and develop their skills. With a focus on employee development, you will have the opportunity to mentor junior staff while working on complex tax matters in a dynamic environment. Located in a vibrant area, the firm offers a range of benefits that enhance work-life balance and promote a fulfilling career in tax and advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Assistant Manager/Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Trust Assistant Manager/Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Mercer & Hole.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mercer & Hole's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mercer & Hole
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Mercer & Hole.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mercer & Hole will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Mercer & Hole employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
