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 exceptional employer, celebrated for its supportive and inclusive work culture that prioritises employee growth and development. As a Top 100 Great Place to Work, we offer our Receptionist/Administrator the chance to thrive in a dynamic environment, where you will gain valuable experience while contributing to a team that values collaboration, innovation, and community involvement in St. Albans.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager/Senior Manager
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We think you need these skills to ace Trust Manager/Senior 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.
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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.
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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.
