Trust Manager/Senior Manager

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Trust Manager/Senior Manager

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Mercer and Hole1 month ago Be among the first 25 applicantsJoin to apply for the

Trust Manager/Senior Manager

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Mercer and HoleGet 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 metReviewing work prepared by members of the team, input into their training and mentoringAssisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance TaxLiaising with tax, accounts and financial planning teams, as appropriate, to ensure a joined-up approachMonitoring budgets, own chargeability and raising fee notesExperience 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 trustsGood communication, organisational and team skillsFlexible and dependable, able to take the initiativeMotivated and resilient with a positive outlookAble 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 and 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 and 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 and Hole making it a unique place to work where all can safely thrive.Seniority level

Seniority level Mid-Senior levelEmployment type

Employment type Full-timeJob function

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