Trust Manager/Senior Manager

Mercer & Hole; St Albans; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading trust management firm in St Albans seeks a professional to join their Trust Team. The role involves managing a varied portfolio of charitable trusts, meeting deadlines, mentoring team members, and liaising across services. Candidates should possess a CTA and/or STEP qualification, or be willing to pursue it. This position provides the opportunity for growth in trust management skills.

Qualifications

• CTA and/or STEP qualified or desire to work toward STEP qualification.
• Strong understanding of trusts.
• Good communication, organisational, and team skills.

Responsibilities

• Manage a diverse portfolio of UK resident and charitable trusts.
• Review work prepared by team members and provide training.
• Liaise with tax and financial planning teams for cohesive service.

Skills

Understanding of trusts

Communication skills

Organisational skills

Team skills

Initiative

Motivated and resilient

Education

CTA and/or STEP qualification

Tools

CCH Trust Accounts

CCH Personal Tax

CCH Practice Management System

Job description

Overview

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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.

DEI statement

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.