Join to apply for the Trust Manager/Senior Manager role at Mercer & Hole
1 month ago Be among the first 25 applicants
Join to apply for the Trust Manager/Senior Manager role at Mercer & Hole
Get AI-powered advice on this job and more exclusive features.
Role purpose
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 that includes charitable trusts.
Key responsibilities
* Responsible for an interesting and varied portfolio of UK resident and charitable trusts, 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
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.
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.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Accounting
Referrals increase your chances of interviewing at Mercer & Hole by 2x
Get notified about new Trust Manager jobs in St Albans, England, United Kingdom.
London, England, United Kingdom 1 month ago
London, England, United Kingdom 2 weeks ago
Trust and Safety and Technology Communications Manager - EMEA
London, England, United Kingdom 1 week ago
St Albans, England, United Kingdom 3 days ago
Greater London, England, United Kingdom 2 months ago
Senior DC Pensions Client Manager (UK Master Trust)
Greater London, England, United Kingdom 6 days ago
London, England, United Kingdom 1 day ago
London, England, United Kingdom 2 days ago
London, England, United Kingdom 4 weeks ago
London, England, United Kingdom 5 days ago
Client Service Manager - Professional Services Group (12 mth Fixed Term Contract)
London, England, United Kingdom 2 days ago
London, England, United Kingdom 1 day ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 4 days ago
Greater London, England, United Kingdom 4 weeks ago
Greater London, England, United Kingdom 3 weeks ago
Surbiton, England, United Kingdom 4 days ago
Wimbledon, England, United Kingdom 2 weeks ago
City Of London, England, United Kingdom 2 weeks ago
Windsor, England, United Kingdom 3 weeks ago
EMEA Senior Manager Compliance (Certifications)
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 21 hours ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr