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Role purpose
We are seeking an experienced Director, specialising in the taxation of trusts, non-contentious probate and inheritance tax. The ideal candidate will play a pivotal role in managing our trust, probate and tax related services, ensuring compliance with the regulations while providing strategic advice to clients on their Wills, estate planning and inheritance tax matters.
Key responsibilities
Liaise and meet with prospective new trust, probate and estate planning clients to scope out the work and agree pricing.
Onboarding new trust, probate and estate planning clients, issuing our letter of engagement and terms of business and dealing with KYC requirements.
Manage the client relationship, providing exceptional service and support throughout the probate and trust compliance process and tailored estate planning advice.
Correspond with HMRC and HMCTS, as appropriate.
Delegate and review work of team members, train and mentor.
Prepare and review estate accounts and estate tax returns.
Prepare and review trust accounts and trust tax returns, including Trust Registration Service, review for FATCA and CRS reporting, where applicable.
Manage the probate process (routine non-contentious) from start to finish.
Contribute to business development initiatives, identifying opportunities for growth within the practice.
Qualifications/education required
Minimum requirement to be CTA and/or STEP qualified
Particular aptitudes / skills required
Minimum 5 years of experience in probate and/or private client.
Experience of the probate process (routine, non-contentious).
Excellent communication and interpersonal skills, with a client-focused approach.
Strong organisational skills and the ability to manage multiple projects simultaneously.
Proven ability to manage multiple cases and deadlines effectively.
Proficiency in tax software and relevant technology tools.
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.
#J-18808-Ljbffr
Role purpose
We are seeking an experienced Director, specialising in the taxation of trusts, non-contentious probate and inheritance tax. The ideal candidate will play a pivotal role in managing our trust, probate and tax related services, ensuring compliance with the regulations while providing strategic advice to clients on their Wills, estate planning and inheritance tax matters.
Key responsibilities
Liaise and meet with prospective new trust, probate and estate planning clients to scope out the work and agree pricing.
Onboarding new trust, probate and estate planning clients, issuing our letter of engagement and terms of business and dealing with KYC requirements.
Manage the client relationship, providing exceptional service and support throughout the probate and trust compliance process and tailored estate planning advice.
Correspond with HMRC and HMCTS, as appropriate.
Delegate and review work of team members, train and mentor.
Prepare and review estate accounts and estate tax returns.
Prepare and review trust accounts and trust tax returns, including Trust Registration Service, review for FATCA and CRS reporting, where applicable.
Manage the probate process (routine non-contentious) from start to finish.
Contribute to business development initiatives, identifying opportunities for growth within the practice.
Qualifications/education required
Minimum requirement to be CTA and/or STEP qualified
Particular aptitudes / skills required
Minimum 5 years of experience in probate and/or private client.
Experience of the probate process (routine, non-contentious).
Excellent communication and interpersonal skills, with a client-focused approach.
Strong organisational skills and the ability to manage multiple projects simultaneously.
Proven ability to manage multiple cases and deadlines effectively.
Proficiency in tax software and relevant technology tools.
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.
#J-18808-Ljbffr
