Trust Senior/Assistant Manager

Mercer & Hole Chartered Accountants; London; On-site; GBP 30,000 - 60,000; Full time

Job summary

Join a forward-thinking firm as a key member of the Trust Team, where you'll manage the accounting and tax affairs of UK resident trusts. This role offers a diverse range of responsibilities, from preparing annual trust accounts to advising clients on tax liabilities. As part of a top 40 accountancy firm, you will have the opportunity to work with a varied client base, including non-UK resident trusts and deceased estates. The firm values teamwork and provides a supportive environment for professional development. If you're motivated, detail-oriented, and eager to learn, this is the perfect opportunity to advance your career in a dynamic setting.

Qualifications

• 2-3 years experience in private client department, ideally with trust accounting.
• Qualified or studying towards ACCA, CTA or STEP.

Responsibilities

• Preparation of annual trust accounts and self-assessment tax returns.
• Day-to-day trust record keeping and assisting with trust administration.

Skills

Trust Accounting

Tax Preparation

Client Correspondence

Attention to Detail

Team Collaboration

Initiative

IT Skills

Education

ACCA

CTA

STEP

Tools

CCH Trust Accounts

CCH Personal Tax

CCH Practice Management System

Job description

(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.

Responsibilities

• 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
• 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
• 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.

Our Values

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.

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.

We strive to be the best, innovate and always do exceptional work. That’s who we are and what our clients deserve.