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 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! 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. 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. Values and Behaviours
Our Values and behaviours are based on: We really want to attract and retain individuals who share our Values: T ogether: The firm with the family feel. Express gratitude. Smile. Be humble and confident. Have fun. R esilient: Change is imminent, and business is imperfect. Be open minded & agile. Assume positive intent and exercise the power of positive thinking. Each individual matters and will be heard and respected. Honesty, integrity, empathy and kindness are fundamental. S upportive: 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. 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.
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Responsible for an interesting and varied portfolio of UK resident and charitable trusts, 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! 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. 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. Values and Behaviours
Our Values and behaviours are based on: We really want to attract and retain individuals who share our Values: T ogether: The firm with the family feel. Express gratitude. Smile. Be humble and confident. Have fun. R esilient: Change is imminent, and business is imperfect. Be open minded & agile. Assume positive intent and exercise the power of positive thinking. Each individual matters and will be heard and respected. Honesty, integrity, empathy and kindness are fundamental. S upportive: 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. 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.
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