Trust Manager Manager

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.

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

​

​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.