At a Glance
- Tasks: Manage a diverse portfolio and ensure compliance with deadlines.
- Company: Join a supportive firm that values teamwork and personal growth.
- Benefits: Opportunities for professional development and a family-like culture.
- Other info: Flexible environment with a focus on diversity and inclusion.
- Why this job: Make a real impact while working with trusts and taxation.
- Qualifications: CTA/STEP qualified or eager to pursue STEP qualification.
The predicted salary is between 51750 - 63250 £ 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.
Key responsibilities
- Responsible for an interesting and varied portfolio, 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!
Equipment used
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.
Particular aptitudes / skills required
- 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:
- 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.
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
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.
