Trust Senior / Assistant Manager

Mercer & Hole; Greater London; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading accountancy firm in Greater London is seeking a Trust Team member to manage UK resident trusts and prepare tax returns. With a focus on detail and teamwork, the ideal candidate will have 2-3 years' experience, possibly holding or studying towards ACCA, CTA, or STEP qualifications. Responsibilities include maintaining trust records, advising on tax liabilities, and preparing annual accounts, ensuring a high-quality service for clients. This role offers growth within a supportive environment.

Benefits

Supportive team environment

Opportunity for professional development

Qualifications

• Experience working within an accountancy or legal practice.
• Ability to work with minimal supervision.
• Familiarity with charitable trusts and estate accounts is advantageous.

Responsibilities

• Prepare annual trust accounts and self-assessment tax returns.
• Maintain trust records and assist with administration.
• Advise on tax liabilities and payment.

Skills

Teamwork

Attention to detail

IT skills

Motivation and resilience

Motivated and resilient

Education

2-3 years' experience in private client department

ACCA, CTA or STEP qualification (or studying towards)

Tools

CCH Trust Accounts

CCH Practice Management System

Job description

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Main function of job

(Note: in addition to these functions employees are required to carry out such other duties as may reasonably be required.)

Become a key member of our Trust Team looking after 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, deceased estates, and personal tax, if desired.

Main duties

• Preparation of annual trust accounts
• Preparation of self-assessment tax returns for family trusts
• Day to day trust record keeping and assisting with trust administration
• Calculation of tax liabilities and advising on payment of tax due under self-assessment
• Correspondence with clients, beneficiaries and HMRC
• Assisting managers with routine trust planning, such as utilisation of losses and distributions to beneficiaries
• Responsible for the annual compliance work on his or her own portfolio of clients and willing to assist with the training and mentoring of Apprentices
• Experience of charitable trusts would be advantageous

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/education required

• The successful candidate is likely to have at least 2-3 years' experience of working within the private client department of an accountancy or legal practice. Ideally with experience of trust accounting and administration
• Qualified or studying towards/willing to study towards ACCA, CTA or STEP
• Some experience of charitable trusts, probate work, estate accounts and personal tax would be advantageous but not essential

Particular aptitudes / skills required

• Ability to work as part of a team with minimal supervision
• Takes care to produce reliable work to a good standard with a keen eye for detail
• Organised, accurate timesheet recording and monitoring of own chargeability
• Shows initiative and seeks help with any potential issues identified
• Excellent IT skills along with a willingness to adapt and evolve in this digital age
• Motivated, resilient with a positive outlook and a willingness to learn and develop

About Mercer & Hole

Mercer & Hole is an independent firm since being founded in 1905. Today, we are proud to say that we are a growing top 40 accountancy firm performing Audit, Corporate Tax, and advisory work. We are also a top 20 UK firm for both private client tax work and financial planning.

The firm is led by 24 partners, many of whom are top 4 trained, and we value teamwork with over 240 staff across four locations in the UK, with our flagship office in the heart of the City in Lombard Street.

We work with businesses and individuals and provide a quality, personalised service with high levels of expertise across all aspects of audit, accountancy, tax, and financial planning. We have the technical knowledge and excellence, but we also aim to give our clients practical options, and always make complex issues easy to understand. The secret to our success is a commitment to deliver only the best for our clients and to exceed their expectations from our initial contact and throughout our relationship.

We are recognised for being friendly and approachable, taking the time to get to know our clients as people so that we understand what is important to them, their business ventures, and their family commitments.

The firm has a varied, international client base and an international presence as we are founding members of The International Accounting Group and TAG Law which aligns over 16,000 professionals globally.

Making a difference

People and businesses are facing unprecedented change. Across all sectors, business owners, Boards and Executive Management Teams must continually re-evaluate their position and make tough decisions that will affect their future goals and those of their organisations.

We work with a range of clients from start-ups, SMEs and larger corporations, including listed business, across a wide scope of industry sectors to provide them with a range of specialised services. At Mercer & Hole, we are known for our exceptional level of client care. We believe taking time to get to know our clients gives us a greater understanding of their business goals to provide real value.

• Audit and Accounting (note, audit services not provided to listed entities)
• Tax compliance and advisory
• Business and strategic advice
• VAT including partial exemption issues
• Virtual Finance, including bookkeeping, management accounting, financial modelling and payroll
• "World Class Finance" - review of financial processes and controls, including improvement recommendations and implantation guidance
• Regulatory returns
• Valuation services
• Merger and acquisition support and advice (including Financial Due Diligence)
• Private client services and exit strategy planning
• Raising finance

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.